IJPMX Mutual Fund

NAV$15.40

AUM$899,646.91

TER1.25%

Holdings96

IJPMX Mutual Fund

NAV$15.40

VY JPMorgan Mid Cap Value Portfolio S2

AUM$899,646.91

TER1.25%

Holdings96

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Holdings Overlap Analysis

Compare IJPMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IJPMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IJPMX Mutual Fund Overlap Analysis

IJPMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IJPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, IJPMX may share significant positions with broad-market funds.

IJPMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJPMX tax-loss harvesting finds highly correlated but non-identical funds.