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JPMorgan California Tax Free Bond ETF
JCAL performance and flow charts
Performance
Flows
Historic performance and flows
Data as of November 3, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +3.06% | -0.31% | ||||
| Flows | -$3M | +$14M | - | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | J.P. Morgan Asset Management |
| N° of holdings | 307 |
| Dividend policy | Distributing |
| Inception date | June 12, 2026 |
| ESG | No |
More data and info about JCAL on Trackinsight
Exposure
Data as of September 30, 2026Diversification
Total weight of top 15 holdings out of 307
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +4.65% | |||
Max drawdown | -5.04% | |||
Max drawdown duration | 82d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is JCAL?
JCAL is a Active ETF that provides exposure to Fixed Income assets. It is managed by J.P. Morgan Asset Management.
What does JCAL invest in?
This ETF provides exposure to US Investment Grade Municipal Bonds. It is part of the segment: Municipal Bonds.
What is the expense ratio of JCAL?
The total expense ratio (TER) of JCAL is 0.44%, representing the annual fee charged by the fund manager.
When was JCAL launched?
JCAL was launched on June 12, 2026, marking its entry into the ETF market.
Who is the issuer of JCAL?
JCAL is issued by J.P. Morgan Asset Management.
What is the AUM of JCAL?
As of November 3, 2026, JCAL manages $510.08 M, reflecting the total assets held in the fund.
How many holdings are in JCAL
As of September 30, 2026, JCAL holds 307 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is JCAL?
As of September 30, 2026, JCAL holds 307 securities, with 16.28% of its assets concentrated in its top 15 holdings.
What are the top holdings of JCAL?
As of September 30, 2026, JCAL holds a portfolio of 307 underlyings, with its largest positions including US072024ZH86, US072024C758 and California Community Choice Financing Authority, 5% 1feb2055, USD (2024D). These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does JCAL invest in?
As of September 30, 2026, JCAL has its largest geographic exposures in USA.
What sectors or themes does JCAL focus on?
As of September 30, 2026, JCAL is primarily exposed to Municipal.
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