JPBRX Mutual Fund

NAV$36.13

AUM$32M

TER0.27%

Holdings899

JPBRX Mutual Fund

NAV$36.13

JPMorgan Smartretirement Blend 2035 Fund Class R5

AUM$32M

TER0.27%

Holdings899

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Holdings Overlap Analysis

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

JPBRX Mutual Fund Overlap Analysis

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

JPBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 899 holdings, JPBRX may share significant positions with broad-market funds.

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