JPIE ETF Analysis: JPMorgan Income | NYSE

Multisector Bond | NYSE, USA | Market Cap: 10.082m USD | 12M Return: 4.9% | Charts, Fundamentals & Technical Analysis

Corporate Bonds, Government Bonds, Mortgage Securities, Emerging Market Debt
Total Rating 58
Safety 76
Buy Signal -0.09
Multisector Bond
Category Rotation: -2.0
TER: 0.41%
AUM: 10.1B
Avg Turnover: 64.8M
Risk 3d forecast
Volatility1.95%
VaR 5th Pctl0.35%
VaR vs Median-0.71%
Reward TTM
Sharpe Ratio0.35
Rel. Str. IBD35.4
Rel. Str. Peer Group72.2
Character TTM
Beta0.048
Beta Downside0.006
Hurst Exponent0.529
Drawdowns 3y
Max DD1.87%
CAGR/Max DD3.49
CAGR/Mean DD25.41

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.6 years of data

Jan +0.2% 22
Feb -0.4% 22
Mar +0.1% 0
Apr -0.1% 0
May -0.1% 19
Jun -0.1% 0
Jul +0.1% 11
Aug +0.2% 13
Sep -0.2% 13
Oct -0.4% 35
Nov +1.2% 23
Dec +0.5% 21

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: JPIE JPMorgan Income

The JPMorgan Income ETF (JPIE) is a multisector bond fund that invests opportunistically across multiple debt markets and sectors identified by its adviser, J.P. Morgan Investment Management Inc. (JPMIM), as having strong income potential. The fund specifically targets sectors with low correlations to one another, using diversification as a primary risk management tool.

Launched in October 2021, JPIE has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity, enabling the manager to shift allocations as market conditions change. As a multisector bond ETF, it offers investors consolidated exposure to multiple fixed-income segments within a single fund, distinguishing it from more narrowly focused bond funds.

Headlines to Watch Out For
  • Fed rate cuts lift NAV and boost income ETF demand
  • Credit spreads tighten as corporate defaults stay subdued
  • Investor inflows accelerate into multisector bond ETFs seeking yield
What is the price of JPIE shares?

As of July 28, 2026, the stock is trading at USD 45.82 with a total of 1,170,506 shares traded. Over the past week, the price has changed by -0.17%, over one month by -0.14%, over three months by +0.51% and over the past year by +4.86%.

Current recommended Stop Loss: 45.70 (which is 0.3% or 1.7 ATR below the current price).

Is JPIE a buy, sell or hold?

JPMorgan Income has no consensus analysts rating.