JCBCX Mutual Fund

NAV$10.15

AUM$4M

TER1.05%

Holdings267

JCBCX Mutual Fund

NAV$10.15

JPMorgan California Tax Free Bond Fund Class C

AUM$4M

TER1.05%

Holdings267

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Holdings Overlap Analysis

Compare JCBCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JCBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JCBCX Mutual Fund Overlap Analysis

JCBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JCBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 267 holdings, JCBCX may share significant positions with broad-market funds.

JCBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JCBCX tax-loss harvesting finds highly correlated but non-identical funds.