JEPRX Mutual Fund

NAV$14.27

AUM$870M

TER0.34%

Holdings120

JEPRX Mutual Fund

NAV$14.27

JPMorgan Equity Premium Income Fund Class R6

AUM$870M

TER0.34%

Holdings120

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Holdings Overlap Analysis

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

JEPRX Mutual Fund Overlap Analysis

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

JEPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, JEPRX may share significant positions with broad-market funds.

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