JPMorgan California Tax Free Bond FundJCBCX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
Municipal bond
Net assets
$488.7M
Expense ratio
1.05%
1-year return
+3.9%
3 years, a year
+3.2%
5 years, a year
+0.7%
Holdings
279

What it aims to do.

The Fund seeks to provide high after-tax total return for California residents consistent with moderate risk of capital.

Top 10 holdings.

Holding% of fund
JPMorgan Institutional Tax Free Money Market Fund8.89%
Bay Area Toll Authority1.76%
Marina Joint Powers Financing Authority1.15%
California Community Choice Financing Authority1.13%
State of California1.06%
City of Los Angeles CA1.03%
State of California1.02%
San Francisco City & County Airport Comm-San Francisco International Airport1.02%
California Health Facilities Financing Authority0.98%
California Infrastructure & Economic Development Bank0.97%

More on JCBCX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.