JPIE
JPMORGAN INCOME ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
JPIE Quality Metrics & KPI Summary
| Metric | 1Y | Full History | ||
|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | |
| CAGR | 5.96% | 5.96% | 6.20% | 7.98% |
| Sharpe Ratio | 3.74 | 3.74 | 3.14 | 3.19 |
| Max Drawdown | -1.15% | -1.15% | -1.72% | -1.72% |
| % Time Invested | 100.0% | 100.0% | 93.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-03 | Open | Open | 33% | $43.26 | $46.09 | 6.54% | Mark-to-Market |
| 2024-04-15 | Open | Open | 33% | $40.07 | $46.09 | 15.02% | Mark-to-Market |
| 2024-03-04 | Open | Open | 34% | $40.08 | $46.09 | 14.98% | Mark-to-Market |
| 2025-02-06 | 2025-03-03 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-01-04 | 2025-02-06 | Completed | 33% | $39.74 | $42.94 | 8.06% | Signal |
| 2023-11-08 | 2024-04-15 | Interest | 33% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2023-11-08 | 2024-03-04 | Interest | 34% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2023-11-08 | 2024-01-04 | Interest | 33% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2023-11-06 | 2023-11-08 | Completed | 33% | $38.59 | $38.46 | -0.34% | Signal |
| 2023-11-06 | 2023-11-08 | Completed | 34% | $38.59 | $38.46 | -0.34% | Signal |
| 2023-11-06 | 2023-11-08 | Completed | 33% | $38.59 | $38.46 | -0.34% | Signal |
| 2023-10-26 | 2023-11-06 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2023-10-26 | 2023-11-06 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2023-10-26 | 2023-11-06 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
Return Distribution Analysis
