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Jpmorgan California Tax Free Bond Fund Class I (JPICX)

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9.75 -0.02    -0.20%
02/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 134.09M
JPMorgan CA Tax Free Bond Instl 9.75 -0.02 -0.20%

JPICX Overview

 
On this page you'll find an in-depth profile of Jpmorgan California Tax Free Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JPICX among other information.
Category

Muni California Intermediate

Total Assets

134.09M

Expenses

0.44%

Inception Date

35422

Contact Information

Address 270 Park Avenue
London,NY EC2V 7EN
United Kingdom
Phone 1-800-480-4111
Fax +1 646 534 2254

Top Executives

Name Title Since Until
Josh Brunner - 2024 Now
Biography Brunner, Executive Director and a CFA charterholder, has been an employee at JPMIM since 2001. Mr. Brunner is responsible for managing tax free managed income portfolios including credit customized portfolios.
Rachel Betton Executive Vice President 2024 Now
Biography Executive Vice President, PIMCO. Ms. Betton is a member of the municipal bond portfolio management team. Prior to joining PIMCO in 2013, she was a municipal high yield and distressed trader at Morgan Stanley. Additionally, she was a public finance banker, focusing on municipal asset-backed securitizations and revenue-backed credits in the Midwest. She has 11 years of investment and financial services experience and holds an undergraduate degree from Wesleyan University.
Michelle V. Hallam Executive Director 2004 Now
Biography Ms. Hallam, CFA charterholder and Executive Director, is a senior portfolio manager within the Global Fixed Income, Currency and Commodities (GFICC) group. An employee of JPMIM since 1999, Ms. Hallam is responsible for managing mutual funds and separately managed accounts. She began her career at JPMIM in July 1999 as an analyst in the Internal Consulting Services program where she worked on projects in Investment Management and Financial Risk Management.
Kevin M. Ellis Executive Director 2023 2024
Biography Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder
David Sivinski Executive Director 2005 2023
Biography David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation.
Management Team - 2002 2004
Biography Team Managed
James R. Walker Vice President 2000 2002
Biography Walker is a vice president with J.P. Morgan Fleming Asset Management. He joined the firm in 1996 and served as the head of the J.P. Morgan Securities Inc. private banking municipal trading desk until becoming a portfolio manager.
Kingsley Wood Vice President, Portfolio Manager 2000 2002
Biography Wood is vice president and portfolio manager with J.P. Morgan. Prior, he was a vice president and portfolio manager with Mercantile Safe-Deposit & Trust, his employer since 1998. Before joining the firm, he was an institutional tax-exempt bond trader with ABN-AMRO Bank in Chicago from 1993 to 1998. He has nine years of investment experience.
Benjamin S. Thompson Vice President 2000 2002
Biography Thompson is a vice president and portfolio manager with J.P. Morgan. Prior, he was a portfolio manager and member of the fixed-income team at Goldman Sachs Asset Management, his employer since 1992. Previously, he served as a member of the structured finance group at Chase Manhattan Bank.
Robert Meiselas Vice President 1997 2002
Biography Meiselas is currently a vice president and portfolio manager with J.P. Morgan Investment Management. He joined the firm's financial group in 1982, after having spent 10 years with Coopers & Lybrand. He also spent five years in J.P. Morgan's private banking investment management group. Meiselas is a Certified Public Accountant.
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