JLPZX Mutual Fund

NAV$20.49

AUM$4M

TER2.09%

Holdings262

JLPZX Mutual Fund

NAV$20.49

JPMorgan US Large Cap Core Plus Fund Class R2

AUM$4M

TER2.09%

Holdings262

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Holdings Overlap Analysis

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

JLPZX Mutual Fund Overlap Analysis

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

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

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