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

Benzinga

J.P. Morgan Asset Management will convert four U.S. mutual funds into ETFs in 2026, shifting nearly $4.6B in assets as the firm accelerates its ETF strategy. Two muni bond funds convert in June, followed by preferred-income and GARP equity funds in July.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:03J.P. Morgan Asset Management plans to convert four U.S. mutual funds into ETFs in 2026,

00:09marking one of the largest mutual fund-to-ETF transitions scheduled for that year,

00:13according to Benzinga. The proposed conversions cover nearly $4.6 billion in assets across

00:19municipal bond, preferred securities, and equity strategies, with board approval expected in

00:25February. If approved, two tax-free bond funds would convert on June 12, 2026, followed by the

00:32Preferred and Income Securities Fund and the U.S. GARP Equity Fund on July 10, 2026.

00:39J.P. Morgan said early disclosure gives shareholders and distributors time to prepare and noted that

00:45shareholder approval is not required. With $231.5 billion in ETF assets at the end of September,

00:52the firm ranks second globally in active ETF AUM and is accelerating its shift toward ETFs.

00:58For all things money, visit Benzinga.com.

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

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