J.P. Morgan Asset ManagementNew Age Alpha to Convert NAA Allocation Fund Into ETF
New Age Alpha plans to convert the NAA Allocation Fund from a mutual fund into the newly created NAA Allocation ETF, with the reorganization expected to close around December 4, 2026.
JPMorgan has completed the conversion of its California Tax Free Bond Fund and New York Tax Free Bond Fund into exchange-traded funds through tax-free reorganizations. Effective June 12, 2026, the mutual funds transferred their assets to the JPMorgan California Tax Free Bond ETF and JPMorgan New York Tax Free Bond ETF, respectively, with existing shareholders becoming ETF shareholders. Following the conversion, the original mutual funds are no longer available for investment, reflecting the industry's ongoing shift toward ETF structures.
At a glance
- Beat
- Fund Updates
- Issuer
- J.P. Morgan Asset Management
- Region
- United States
- Filed
- 12 June 2026
Source: SEC Filings
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