JPDAX Mutual Fund (JPMorgan Preferred and Income Securities Fund Class A) is managed by J.P. Morgan Asset Management with $32.5M in net assets. JPDAX expense ratio is 0.87%, holding 165 positions across sectors including Financials, Other, Utilities. Inception date: 2022-03-31.

JPDAX performance shows a YTD return of -1.01%. The 1-year return is 6.27%. JPDAX dividend yield stands at 4.81%, paid annually.

JPDAX top holdings include Jpmorgan Prime Money Market Fund, Class Im (5.3%), Invesco Preferred ETF (3.1%), Ubs Group Agperpetual Bonds (3.0%), Banco Santander, S.A. 9.625 02-21-2172 (2.3%), Bnp Paribas Sa (2.0%). View all JPDAX holdings, sector breakdown, or dividend history.

JPDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JPDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.