JCPQX Mutual Fund

JCPQX Mutual Fund (JPMorgan Core Plus Bond Fund Class R4) is managed by J.P. Morgan Asset Management with $9.5M in net assets. JCPQX expense ratio is 0.63%, holding 2899 positions across sectors including Financials, Energy, Utilities. Inception date: 2016-09-09.

JCPQX performance shows a YTD return of -0.08%. The 1-year return is 3.47% and the 5-year return is 0.24%. JCPQX dividend yield stands at 4.94%, paid monthly.

JCPQX top holdings include Jpmorgan Prime Money Market Fund, Class Institutional (6.4%), Ginnie Mae (1.0%), Us Treasury N/B 08/30 3.625 (1.0%), United States Treasury Note/Bond - When Issued 3.63% 31Aug2029 (0.9%), Treasury Note (Otr) 4.5% May 31, 2029 (0.7%). Go to all JCPQX holdings, JCPQX sectors, or JCPQX dividends.

JCPQX can be compared against other funds. Use JCPQX overlap to find shared positions, or JCPQX vs another fund for a side-by-side view. JCPQX alternatives are available via the screener, along with tax-loss harvesting opportunities.