JPICX Mutual Fund

NAV$9.98

AUM$211M

TER0.45%

Holdings267

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JPICX Mutual Fund

NAV$9.98

JPMorgan California Tax Free Bond Fund Class I

AUM$211M

TER0.45%

Holdings267

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JPICX 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 JPICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JPICX Mutual Fund Overlap Analysis

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

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

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