JCPQX Mutual Fund

NAV$7.11

AUM$9M

TER0.64%

Holdings2,899

JCPQX Mutual Fund

NAV$7.11

JPMorgan Core Plus Bond Fund Class R4

AUM$9M

TER0.64%

Holdings2,899

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Holdings Overlap Analysis

Compare JCPQX 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 JCPQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JCPQX Mutual Fund Overlap Analysis

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

JCPQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2899 holdings, JCPQX may share significant positions with broad-market funds.

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