JCAL

J.P. Morgan$49.31-0.02 (-0.04%)
AUM $500.3MER 0.34%NAV $49.37Holdings 302

Price Chart

Key Statistics

Previous Close

$49.33

Day Range

$49.30$49.36

52-Week Range

$49.20$50.45

Avg Volume

16.5K

Dividend Yield

Expense Ratio

0.34%

AUM

$500.3M

Shares Outstanding

10.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other96.31%
United States3.69%

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$149.71B
AGGiShares Core U.S. Aggregate Bond ETF$137.99B
BNDXVanguard Total International Bond ETF$122.60B
SGOViShares 0-3 Month Treasury Bond ETF$104.22B

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 $500.3M in assets under management. The fund charges an expense ratio of 0.34%. The fund holds 302 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 15.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMI TAX FREE MMKTF IM3.42%17,191,375$17.2M
2BAY AREA TOLL VAR 04/591.99%10,000,000$10.0M
3UNITED STATES ZERO 08/261.73%8,700,000$8.7M
4BAY AREA TOLL VAR 04/591.71%8,600,000$8.6M
5MARINA JT PWRS 3.4% 03/361.09%5,500,000$5.5M
6CALIFORNIA VAR 02/551.07%5,000,000$5.4M
7CALIFORNIA ST VAR 05/521.00%5,000,000$5.0M
8CALIFORNIA ST VAR 05/331.00%5,000,000$5.0M
9UNIVERSITY VAR 05/541.00%5,000,000$5.0M
10UNITED STATES ZERO 09/260.99%5,000,000$5.0M
11CALIFORNIA 5.25% 11/490.96%4,500,000$4.8M
12CALIFORNIA 5% 11/290.92%4,400,000$4.6M
13CALIFORNIA VAR 10/560.80%3,800,000$4.0M
14BLACK BELT 5% 12/340.77%3,750,000$3.9M
15CALIFORNIA VAR 10/470.77%3,840,000$3.8M
Page 1 of 7

Detailed Returns

PeriodReturnETF
1D
-0.04%
1W
+0.09%
1M
-0.28%
3M
-1.62%
6M
-1.62%
YTD
-1.62%
1Y
-1.62%
3Y
-1.62%
5Y
-1.62%

Moving Averages

20-Day MA

$49.36

Below 20-Day MA
50-Day MA

$49.76

Below 50-Day MA
200-Day MA

$49.76

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.45

Current Price

$49.31

52-Week Low

$49.20

$49.20$50.45

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricJCALCash & Others(1019 ETFs)
Fund Info
Expense Ratio0.34%0.62%
AUM$500.3M$2.98B
Dividend Yield9.29%
Avg Volume16.5K843.5K
Holdings302399
Performance
1-Month Return+0.04%+1.52%
6-Month Return+4.85%
YTD Return+5.87%
1-Year Return+3.99%

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