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J.P. Morgan made investors more money ($24.9B) and had more funds that made money (84%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one low-cost core fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · LOW-COST CORE | J.P. Morgan | Fidelity |
|---|---|---|
| Funds in the category | 1 | 3 |
| Made money (W–L) | 1–0 | 2–1 |
| Win % | 100% | 67% |
| Money made | $71M | $1.7B |
| Typical return | +10.6% | +13.4% |
| Launches · 2026 | 0 | 0 |
| Assets | $745M | $17.8B |
| Fee per $100 | $0.18 | $0.18 |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.