JCAL

J.P. Morgan$49.46+0.10 (+0.20%)
AUM $501.8MER 0.34%NAV $49.26Holdings 310

Price Chart

Key Statistics

Previous Close

$49.36

Day Range

$49.41$49.49

52-Week Range

$49.29$50.45

Avg Volume

14.7K

Dividend Yield

Expense Ratio

0.34%

AUM

$501.8M

Shares Outstanding

10.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other98.35%
United States1.65%

Fund Information

Inception Date
Dec 23, 2016
Description
The Fund seeks to provide high after-tax total return for California residents consistent with moderate risk of capital

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$398.10B
AGGiShares Core U.S. Aggregate Bond ETF$137.43B
GLDSPDR Gold Shares$131.22B
BNDXVanguard Total International Bond ETF$123.30B
SGOViShares 0-3 Month Treasury Bond ETF$99.29B

The JPMorgan California Tax Free Bond ETF (JCAL) is an exchange-traded fund issued by J.P. Morgan that launched on Dec 23, 2016. It currently manages $501.8M in assets under management. The fund charges an expense ratio of 0.34%. The fund holds 310 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 13.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMI TAX FREE MMKTF IM3.26%16,622,499$16.6M
2BAY AREA TOLL VAR 04/591.69%8,600,000$8.6M
3UNITED STATES ZERO 08/261.65%8,400,000$8.4M
4PITTSBURG CALIF 5% 08/371.11%4,975,000$5.6M
5UNIVERSITY CALIF 5% 05/331.09%5,000,000$5.6M
6MARINA JT PWRS 3.4% 03/361.06%5,500,000$5.4M
7CALIFORNIA VAR 02/551.05%5,000,000$5.4M
8CALIFORNIA ST VAR 05/520.98%5,000,000$5.0M
9CALIFORNIA ST 4% 10/410.98%5,000,000$5.0M
10CALIFORNIA 5% 11/290.91%4,400,000$4.6M
11CALIFORNIA VAR 10/560.79%3,800,000$4.0M
12BLACK BELT VAR 03/550.77%3,750,000$3.9M
13CALIFORNIA VAR 10/470.76%3,840,000$3.9M
14BLACK BELT 5% 12/340.76%3,750,000$3.9M
15ALVORD CALIF ZERO 08/360.75%5,750,000$3.8M
Page 1 of 7

Detailed Returns

PeriodReturnETF
1D
+0.20%
1W
-0.68%
1M
-2.00%
3M
-1.34%
6M
-1.34%
YTD
-1.34%
1Y
-1.34%
3Y
-1.34%
5Y
-1.34%

Moving Averages

20-Day MA

$49.95

Below 20-Day MA
50-Day MA

$50.04

Below 50-Day MA
200-Day MA

$50.04

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.45

Current Price

$49.46

52-Week Low

$49.29

$49.29$50.45

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricJCALCash & Others(1050 ETFs)
Fund Info
Expense Ratio0.34%0.62%
AUM$501.8M$2.79B
Dividend Yield9.30%
Avg Volume14.7K1.1M
Holdings310340
Performance
1-Month Return-1.75%+10.27%
6-Month Return-0.47%
YTD Return+4.98%
1-Year Return+1.82%

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