JCBSX Mutual Fund
JCBSX Mutual Fund
JPMorgan California Tax Free Bond Fund Class R6
JCBSX Mutual Fund Overview
JCBSX Mutual Fund (JPMorgan California Tax Free Bond Fund Class R6) is managed by J.P. Morgan Asset Management with $186.7M in net assets. JCBSX expense ratio is 0.35%, holding 267 positions across sectors including Other, Financials, Utilities. Inception date: 2018-10-01.
JCBSX performance shows a YTD return of 0.90%. The 1-year return is 5.47% and the 5-year return is 0.94%. JCBSX dividend yield stands at 3.30%, paid monthly.
JCBSX 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 JCBSX holdings, sector breakdown, or dividend history.
JCBSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCBSX alternatives are available via the screener, along with tax-loss harvesting opportunities.