JCAL

J.P. Morgan$48.31+0.15 (+0.32%)
AUM $495.3MER 0.34%NAV $48.63Holdings 304

Price Chart

Key Statistics

Previous Close

$48.16

Day Range

$48.27$48.43

52-Week Range

$48.16$50.45

Avg Volume

34.9K

Dividend Yield

Expense Ratio

0.34%

AUM

$495.3M

Shares Outstanding

10.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other98.98%
United States1.01%

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$396.70B
GLDSPDR Gold Shares$149.07B
AGGiShares Core U.S. Aggregate Bond ETF$137.07B
BNDXVanguard Total International Bond ETF$122.60B
SGOViShares 0-3 Month Treasury Bond ETF$108.17B

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 $495.3M in assets under management. The fund charges an expense ratio of 0.34%. The fund holds 304 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 14.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMI TAX FREE MMKTF IM3.96%19,293,874$19.3M
2BAY AREA TOLL VAR 04/592.05%10,000,000$10.0M
3BAY AREA TOLL VAR 04/591.76%8,600,000$8.6M
4CALIFORNIA VAR 02/551.08%5,000,000$5.3M
5MARINA JT PWRS 3.4% 03/361.06%5,455,000$5.2M
6CALIFORNIA ST VAR 05/521.03%5,000,000$5.0M
7UNIVERSITY VAR 05/541.03%5,000,000$5.0M
8CALIFORNIA ST VAR 05/331.03%5,000,000$5.0M
9CALIFORNIA 5.25% 11/490.96%4,500,000$4.7M
10CALIFORNIA 5% 11/290.94%4,400,000$4.6M
11CALIFORNIA VAR 10/560.81%3,800,000$4.0M
12CALIFORNIA VAR 10/470.79%3,840,000$3.8M
13BLACK BELT 5% 12/340.79%3,750,000$3.8M
14ALVORD CALIF ZERO 08/360.77%5,750,000$3.8M
15SACRAMENTO VAR 08/490.77%3,500,000$3.7M
Page 1 of 7

Detailed Returns

PeriodReturnETF
1D
+0.32%
1W
-0.90%
1M
-2.48%
3M
-3.59%
6M
-3.59%
YTD
-3.59%
1Y
-3.59%
3Y
-3.59%
5Y
-3.59%

Moving Averages

20-Day MA

$49.03

Below 20-Day MA
50-Day MA

$49.42

Below 50-Day MA
200-Day MA

$49.58

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.45

Current Price

$48.31

52-Week Low

$48.16

$48.16$50.45

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricJCALCash & Others(1021 ETFs)
Fund Info
Expense Ratio0.34%0.62%
AUM$495.3M$2.85B
Dividend Yield9.41%
Avg Volume34.9K950.2K
Holdings304388
Performance
1-Month Return-2.30%+1.95%
6-Month Return+4.51%
YTD Return+2.97%
1-Year Return+0.85%

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