JSDRX — JPMorgan Short Duration Core Plus Fund
Data updated: 2026-07-28
JSDRX — JPMorgan Short Duration Core Plus Fund. Intermediate Total / Aggregate Bond · $6.71B AUM. Holdings, fees, performance and SEC filings.
JSDRX Fund Overview
JSDRX — JPMorgan Short Duration Core Plus Fund is a US mutual fund managed by JPMorgan Trust I, categorised as Intermediate Total / Aggregate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: JPMorgan Trust I
- Category: Intermediate Total / Aggregate Bond
- Assets under management: $6.71B
- 1-year return: 4.7%
- Ticker: JSDRX
- SEC CIK: 0001217286
- SEC series ID: S000039927
- Share class ID: C000123828
JSDRX Holdings
Top 10 holdings of JPMorgan Short Duration Core Plus Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| United States of America | 6.21% |
| United States of America | 3.00% |
| United States of America | 2.40% |
| United States of America | 1.25% |
| United States of America | 1.21% |
| JPMorgan Prime Money Market Fund | 1.16% |
| Fhlmc | 0.83% |
| FHLMC Pool | 0.73% |
| United States of America | 0.70% |
| FHLMC Pool | 0.69% |
JSDRX Portfolio Allocation
Asset-class allocation of JPMorgan Short Duration Core Plus Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Securitized | 49.4% |
| Fixed Income | 49.0% |
| Cash & Equivalents | 1.3% |
| Loans | 0.2% |
JSDRX Performance
Total returns for JSDRX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 0.8% |
| 1 year | 4.7% |
| 3 years (annualised) | 5.7% |
| 5 years (annualised) | 2.5% |
JSDRX Risk Information
Risk metrics for JSDRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 1.8%
JSDRX Costs and Fees
JSDRX costs about $33 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.33%
- Gross expense ratio: 0.34%
- Portfolio turnover: 58%
- Brokerage commissions: 0.35 bps of average net assets (SEC N-CEN)
JSDRX Cashflows
Over the 12 months to 2026-05, JPMorgan Short Duration Core Plus Fund had net inflows of $2.56B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-05 | $5.01M |
| 2026-04 | −$83.89M |
| 2026-03 | $39.31M |
| 2026-02 | $72.02M |
| 2026-01 | $821.96M |
| 2025-12 | $45.36M |
JSDRX Debt Constituents
Largest debt holdings of JPMorgan Short Duration Core Plus Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| United States of America | 6.21% |
| United States of America | 3.00% |
| United States of America | 2.40% |
| United States of America | 1.25% |
| United States of America | 1.21% |
| United States of America | 0.70% |
| Goldman Sachs Group, Inc. (The) | 0.43% |
| Bpce SA | 0.36% |
| Canadian Imperial Bank of Commerce | 0.35% |
| United States of America | 0.35% |
JSDRX Prospectus and SEC Filings
Official JPMorgan Short Duration Core Plus Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-06-24
- Prospectus (485BPOS) — filed 2025-06-26
- Prospectus (485BPOS) — filed 2024-06-21
- Portfolio holdings (N-PORT) — filed 2026-07-28
- Portfolio holdings (N-PORT) — filed 2026-04-29
- Portfolio holdings (N-PORT) — filed 2026-01-28
- Annual census (N-CEN) — filed 2026-05-13
- Annual census (N-CEN) — filed 2025-05-14
Related Funds
Other Intermediate Total / Aggregate Bond funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.