JSDSX — JPMorgan Short Duration Core Plus Fund
Data updated: 2026-07-28
JSDSX — JPMorgan Short Duration Core Plus Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Intermediate Total / Aggregate Bond · $6.71B AUM · 0.39% expense ratio · 6.2% 1-yr return. From SEC regulatory filings.
JSDSX Fund Overview
JSDSX — 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: 6.2%
- Ticker: JSDSX
- SEC CIK: 0001217286
- SEC series ID: S000039927
- Share class ID: C000123827
JSDSX 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% |
JSDSX 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 | 49.3% |
| Fixed Income | 49.1% |
| Cash & Equivalents | 1.3% |
| Loans | 0.2% |
JSDSX Performance
Total returns for JSDSX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 1.1% |
| 1 year | 6.2% |
| 3 years (annualised) | 6.2% |
| 5 years (annualised) | 2.6% |
JSDSX Risk Information
Risk metrics for JSDSX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 1.2%
JSDSX Costs and Fees
JSDSX costs about $39 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.39%
- Gross expense ratio: 0.59%
- Portfolio turnover: 58%
- Brokerage commissions: 0.35 bps of average net assets (SEC N-CEN)
JSDSX Cashflows
Over the 12 months to 2026-02, JPMorgan Short Duration Core Plus Fund had net inflows of $2.84B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | $72.02M |
| 2026-01 | $821.96M |
| 2025-12 | $45.36M |
| 2025-11 | $148.61M |
| 2025-10 | $77.96M |
| 2025-09 | $75.25M |
JSDSX 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% |
JSDSX Prospectus and SEC Filings
Official JPMorgan Short Duration Core Plus Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
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.