JCBQX Performance — JPMorgan Core Bond Fund, Class R4
Data updated: 2026-07-28
JCBQX returned +0.41% year to date and +4.96% over one year to May 2026. Annualised returns are +3.99% over 3 years and +0.41% over 5 years. The fund trailed its Intermediate Core Bond category average: $100 invested three years ago grew to $112, against $115 for the category, and to $105 over one year, against $105. Volatility over the past three years was 5.42% a year. In the 12 months to May 2026 the fund took in a net $3.5B, and assets reached $52.83B.
JCBQX Growth of $100
What $100 invested in JPMorgan Core Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | JCBQX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $105 | $105 |
| 3 years (Jun 2023 – May 2026) | $112 | $115 |
| 5 years (Jun 2021 – May 2026) | $102 | $103 |
| Since data start (Sep 2019 – May 2026) | $107 | $109 |
JCBQX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.41% |
| 1 year | +4.96% |
| 3 years (annualised) | +3.99% |
| 5 years (annualised) | +0.41% |
JCBQX Annual Returns
Calendar-year total returns of JPMorgan Core Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +0.41% |
| 2025 | +7.20% |
| 2024 | +1.91% |
| 2023 | +5.56% |
| 2022 | −12.44% |
| 2021 | −1.17% |
| 2020 | +8.00% |
| 2019 (Sep–Dec) | −0.83% |
JCBQX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.3% | +1.7% | −1.9% | +0.1% | +0.2% | — | — | — | — | — | — | — |
| 2025 | +0.5% | +2.3% | 0.0% | +0.5% | −0.7% | +1.5% | −0.3% | +1.3% | +1.0% | +0.5% | +0.7% | −0.3% |
| 2024 | +0.1% | −1.3% | +0.8% | −2.3% | +1.8% | +0.9% | +2.4% | +1.4% | +1.4% | −2.5% | +1.0% | −1.5% |
| 2023 | +3.4% | −2.3% | +2.4% | +0.6% | −1.2% | −0.4% | −0.2% | −0.6% | −2.4% | −1.5% | +4.2% | +3.6% |
| 2022 | −1.8% | −1.1% | −2.6% | −3.2% | +0.2% | −1.4% | +2.0% | −2.4% | −3.9% | −1.5% | +3.2% | −0.5% |
| 2021 | −0.6% | −1.2% | −1.1% | +0.8% | +0.2% | +0.8% | +1.0% | −0.2% | −0.8% | 0.0% | +0.2% | −0.3% |
| 2020 | +2.3% | +1.7% | −1.6% | +1.6% | +0.7% | +1.1% | +1.6% | −0.9% | +0.2% | −0.5% | +1.3% | +0.3% |
| 2019 | — | — | — | — | — | — | — | — | −0.6% | +0.2% | −0.1% | −0.3% |
JCBQX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 5.42%
- 3-year Sharpe ratio: -0.09 (vs 4.5% risk-free rate)
- Best month: +4.18% (Nov 2023)
- Worst month: −2.53% (Oct 2024)
JCBQX Fund Flows
Monthly money in and out of JPMorgan Core Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $3.5B
- 12-month gross sales (incl. reinvestments): $15.4B
- Sales ÷ redemptions: 1.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $1.7B | $678.0M | $974.5M |
| Apr 2026 | $1.2B | $1.4B | −$133.9M |
| Mar 2026 | $1.1B | $2.2B | −$1.0B |
| Feb 2026 | $1.2B | $721.6M | $455.7M |
| Jan 2026 | $1.3B | $1.4B | −$56.0M |
| Dec 2025 | $1.3B | $952.0M | $373.3M |
| Nov 2025 | $1.1B | $898.4M | $223.1M |
| Oct 2025 | $1.6B | $745.8M | $853.5M |
| Sep 2025 | $1.0B | $790.0M | $222.2M |
| Aug 2025 | $1.6B | $749.1M | $824.2M |
| Jul 2025 | $1.2B | $753.7M | $485.7M |
| Jun 2025 | $1.0B | $759.1M | $266.6M |
JCBQX Assets Under Management
Net assets of JPMorgan Core Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $52.83B |
| 2026-02-28 | $54.45B |
| 2025-11-30 | $53.30B |
| 2025-08-31 | $51.32B |
| 2025-05-31 | $48.96B |
| 2025-02-28 | $49.76B |
| 2024-11-30 | $49.33B |
| 2024-08-31 | $47.41B |
| 2024-05-31 | $45.28B |
| 2024-02-29 | $44.53B |
| 2023-11-30 | $41.63B |
| 2023-08-31 | $40.09B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.