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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 sectors 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 · SECTORS | REX Microsectors | J.P. Morgan |
|---|---|---|
| Funds in the category | 1 | 3 |
| Made money (W–L) | 1–0 | 2–1 |
| Win % | 100% | 67% |
| Money made | $5M | −$3M |
| Typical return | +18.0% | +15.1% |
| Launches · 2026 | 0 | 0 |
| Assets | $31M | $5.6B |
| Fee per $100 | $0.95 | $0.53 |
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.