JLPYX Mutual Fund

NAV$26.49

AUM$1.1B

TER1.34%

Holdings262

JLPYX Mutual Fund

NAV$26.49

JPMorgan US Large Cap Core Plus Fund Class R6

AUM$1.1B

TER1.34%

Holdings262

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Holdings Overlap Analysis

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

JLPYX Mutual Fund Overlap Analysis

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

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

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