JCBPX Mutual Fund

NAV$10.10

AUM$105M

TER0.80%

Holdings3,595

JCBPX Mutual Fund

NAV$10.10

JPMorgan Core Bond Fund Class R3

AUM$105M

TER0.80%

Holdings3,595

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

JCBPX Mutual Fund Overlap Analysis

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

JCBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3595 holdings, JCBPX may share significant positions with broad-market funds.

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