JCBCX Mutual Fund
JCBCX Mutual Fund
JPMorgan California Tax Free Bond Fund Class C
JCBCX Mutual Fund Overview
JCBCX Mutual Fund (JPMorgan California Tax Free Bond Fund Class C) is managed by J.P. Morgan Asset Management with $4.4M in net assets. JCBCX expense ratio is 1.05%, holding 267 positions across sectors including Other, Financials, Utilities. Inception date: 2005-02-18.
JCBCX performance shows a YTD return of 0.88%. The 1-year return is 5.04% and the 5-year return is 0.29%. JCBCX dividend yield stands at 2.54%, paid monthly.
JCBCX top holdings include Jpmorgan Institutional Tax Free Money Market Fund, Class Im (8.3%), Toll Bridge Rb Series 2024I 3.75% 2059-04-01 (1.9%), California Community Choice Financing Authority Muni Put Bond Act (1.2%), California State, General Obligation Bonds, Refunding Various Purpose Series 2021 (1.1%), Los Angeles Calif 5% Jun 25, 2026 (1.1%). View all JCBCX holdings, sector breakdown, or dividend history.
JCBCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.