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J.P. Morgan made investors more money ($28.1B) and had more funds that made money (81%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Simplify | J.P. Morgan |
|---|---|---|
| Funds in the category | 3 | 19 |
| Made money (W–L) | 2–0 | 16–1 |
| Win % | 100% | 94% |
| Money made | $4M | $5.7B |
| Typical return | +3.0% | +19.2% |
| Launches · 2026 | 0 | 1 |
| Assets | $329M | $49.2B |
| Fee per $100 | $0.40 | $0.24 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| CTAP | Simplify US Equity PLUS Managed Futures Strategy ETF | $171M | — |
| SPD | Simplify US Equity PLUS Downside Convexity ETF | $87M | +3.0% ✓ |
| SPYC | Simplify US Equity PLUS Convexity ETF | $71M | +2.3% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JGRO | JPMorgan Active Growth ETF | $9.9B | −3.5% ✕ |
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $9.7B | +12.7% ✓ |
| JQUA | JPMorgan U.S. Quality Factor ETF | $9.6B | +22.4% ✓ |
| JAVA | JPMorgan Active Value ETF | $7.4B | +21.3% ✓ |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | $2.9B | +19.5% ✓ |
| JMOM | JPMorgan U.S. Momentum Factor ETF | $2.8B | +19.9% ✓ |
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.