JSOSX Mutual Fund

JSOSX Mutual Fund (JPMorgan Strategic Income Opportunities Fund Class I) is managed by J.P. Morgan Asset Management with $6.71B in net assets. JSOSX expense ratio is 0.75%, holding 543 positions across sectors including Financials, Consumer Staples, Information Technology. Inception date: 2008-10-10.

JSOSX performance shows a YTD return of 2.27%. The 1-year return is 3.28% and the 5-year return is 3.42%. JSOSX dividend yield stands at 3.68%, paid monthly.

JSOSX top holdings include Jpmorgan Prime Money (47.9%), Fannie Mae Or Freddie Mac 6 (8.0%), At&T Inc. 4.25 2028-08-10 (0.8%), Bofa Securities, Inc. 21D 4.07% 12/21/2026 (0.7%), Keurig Dr Pepper Inc 4.9% Nov 15, 2026 (0.6%). Go to all JSOSX holdings, JSOSX sectors, or JSOSX dividends.

JSOSX can be compared against other funds. Use JSOSX overlap to find shared positions, or JSOSX vs another fund for a side-by-side view. JSOSX alternatives are available via the screener, along with tax-loss harvesting opportunities.