J.P. Morgan Is Turning $4.6 Billion In Mutual Funds Into ETFs — Here's Why It Matters

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J.P. Morgan Asset Management is about to engage in some serious product renovation, announcing plans to turn four U.S. mutual funds into ETFs next year. The switch, which remains subject to Fund Board...

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Morgan Is Turning $4.6 Billion In Mutual Funds Into ETFs — Here's Why It Matters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 03:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/etfs/new-etfs/25/12/49316472/jp-morgan-turning-mutual-funds-into-etfs><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>J.P. Morgan Asset Management is about to engage in some serious product renovation, announcing plans to turn four U.S. mutual funds into ETFs next year. 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Morgan Asset Management is about to engage in some serious product renovation, announcing plans to turn four U.S. mutual funds into ETFs next year. The switch, which remains subject to Fund Board approval in February, ranks as one of the biggest mutual-fund-to-ETF conversions announced for 2026.\nThese proposed conversions represent approximately $4.6 billion in assets as of Oct 31, and encompass municipal bond, preferred securities, and equity strategies-what the firm describes as ideal ETF candidates.\nAlso Read: Oracle’s Earnings Could Reset The AI Trade — What It Means For Cloud And Tech ETFs\nIf approved, the conversions would occur on:\nJPMorgan New York Tax Free Bond Fund – $415 million AUM – June 12, 2026\nJPMorgan California Tax Free Bond Fund — $427 million AUM — June 12, 2026\nJPMorgan Preferred and Income Securities Fund — $1.73 billion AUM — July 10, 2026\nJPMorgan U.S. GARP Equity Fund — $2.05 billion AUM — July 10, 2026\nJPMorgan says announcing this plan long before its actual implementation helps the shareholders and distributors get enough time to prepare and understand the implication. Notably, conversions in case of Board approval would not need shareholder approval.\nThe asset manager noted several investor benefits to the ETF structure: greater trading flexibility, more frequent portfolio transparency, and tax efficiency, all without losing access to the firm’s active-management capabilities.\nTravis Spence, Global Head of ETFs at J.P. Morgan Asset Management, dubbed the conversions as a “natural next step” for the firm.\nJ.P. Morgan has been aggressively scaling its ETF franchise. With $231.5 billion in ETF assets as of Sep 30, the firm ranks second globally in active ETF AUM-a sign it’s betting heavily on ETF demand continuing to outpace traditional mutual funds.\nThe 2026 conversions further cement that shift, signaling that one of the world’s largest active managers is ready to migrate more of its legacy mutual fund lineup into modern, tax-smart wrappers.\nRead Next: \nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590537010","isCrawlerRequest":true}