JLPSX Mutual Fund

NAV$25.21

AUM$2.0B

TER1.39%

Holdings262

JLPSX Mutual Fund

NAV$25.21

JPMorgan US Large Cap Core Plus Fund Class I

AUM$2.0B

TER1.39%

Holdings262

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JLPSX Mutual Fund Overlap Analysis

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

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

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