Jpmorgan Floating Rate Fund Quote
| JPHAX Fund | USD 7.92 0.01 0.13% |
PerformanceWeak
| Odds Of DistressLow
|
Jpmorgan Floating is trading at 7.92 as of the 13th of December 2025; that is 0.13% up since the beginning of the trading day. The fund's open price was 7.91. Jpmorgan Floating has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 14th of September 2025 and ending today, the 13th of December 2025. Click here to learn more.
The investment seeks to provide current income with a secondary objective of capital appreciation. Jpmorgan Floating is traded on NASDAQ Exchange in the United States. More on Jpmorgan Floating Rate
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Bank Loan Funds, Bank Loan, JPMorgan, Large, Bank Loan (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of July 2025 |
| Fiscal Year End | February |
Jpmorgan Floating Rate [JPHAX] is traded in USA and was established 13th of December 2025. Jpmorgan Floating is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of JPMorgan family. This fund currently has accumulated 210.08 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Floating Rate is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.09%, while the total return for the last 3 years was 7.14%.
Check Jpmorgan Floating Probability Of Bankruptcy
Instrument Allocation
Jpmorgan Floating Rate Risk Profiles
| Mean Deviation | 0.0612 | |||
| Standard Deviation | 0.1733 | |||
| Variance | 0.03 | |||
| Risk Adjusted Performance | (0.01) |
Jpmorgan Floating Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Floating financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Floating security.
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