JEPSX Mutual Fund

NAV$14.32

AUM$454,311.46

TER0.45%

Holdings120

JEPSX Mutual Fund

NAV$14.32

JPMorgan Equity Premium Income Fund Class R5

AUM$454,311.46

TER0.45%

Holdings120

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Holdings Overlap Analysis

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

JEPSX Mutual Fund Overlap Analysis

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

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

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