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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 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 | WisdomTree | J.P. Morgan |
|---|---|---|
| Funds in the category | 12 | 19 |
| Made money (W–L) | 10–0 | 16–1 |
| Win % | 100% | 94% |
| Money made | $1.4B | $5.2B |
| Typical return | +13.9% | +20.3% |
| Launches · 2026 | 2 | 1 |
| Assets | $11.9B | $48.3B |
| Fee per $100 | $0.22 | $0.24 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| WTV | WisdomTree U.S. Value Fund | $3.3B | +21.7% ✓ |
| QGRW | WisdomTree U.S. Quality Growth Fund | $3.1B | +7.2% ✓ |
| EPS | WisdomTree U.S. LargeCap Fund | $1.6B | +13.9% ✓ |
| NTSX | WisdomTree U.S. Efficient Core Fund | $1.3B | +7.8% ✓ |
| EZM | WisdomTree U.S. MidCap Fund | $940M | +18.1% ✓ |
| EES | WisdomTree U.S. SmallCap Fund | $689M | +22.9% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $9.6B | +11.2% ✓ |
| JQUA | JPMorgan U.S. Quality Factor ETF | $9.6B | +21.6% ✓ |
| JGRO | JPMorgan Active Growth ETF | $9.5B | −6.3% ✕ |
| JAVA | JPMorgan Active Value ETF | $7.4B | +22.0% ✓ |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | $2.9B | +20.8% ✓ |
| JMOM | JPMorgan U.S. Momentum Factor ETF | $2.7B | +15.4% ✓ |
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.