JPICX Mutual Fund
JPICX Mutual Fund
NAV$9.98
AUM$211M
TER0.45%
Holdings267
See how much of JPICX you already own
JPICX Mutual Fund
NAV$9.98
JPMorgan California Tax Free Bond Fund Class I
AUM$211M
TER0.45%
Holdings267
See how much of JPICX you already own
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.