JPDCX Mutual Fund
JPDCX Mutual Fund
JPMorgan Preferred and Income Securities Fund

JPDCX Mutual Fund Overview
JPDCX Mutual Fund (JPMorgan Preferred and Income Securities Fund) is managed by J.P. Morgan Asset Management with $26.1M in net assets. JPDCX expense ratio is 1.37%, holding 165 positions across sectors including Financials, Other, Utilities. Inception date: 2022-08-01.
JPDCX performance shows a YTD return of -0.91%. The 1-year return is 5.96%. JPDCX dividend yield stands at 4.37%, paid annually.
JPDCX top holdings include Jpmorgan Prime Money Market Fund, Class Im (5.3%), Invesco Preferred ETF (3.1%), Ubs Group Ag 9.25 05-13-2172 (3.0%), Banco Santander, S.A. 9.625 02-21-2172 (2.3%), Bnp Paribas Sa (2.0%). View all JPDCX holdings, sector breakdown, or dividend history.
JPDCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JPDCX alternatives are available via the screener, along with tax-loss harvesting opportunities.