JLPCX Mutual Fund

NAV$17.77

AUM$110M

TER2.14%

Holdings262

JLPCX Mutual Fund

NAV$17.77

JPMorgan US Large Cap Core Plus Fund Class C

AUM$110M

TER2.14%

Holdings262

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Holdings Overlap Analysis

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

JLPCX Mutual Fund Overlap Analysis

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

JLPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 262 holdings, JLPCX may share significant positions with broad-market funds.

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