JPPEX Mutual Fund

NAV$70.97

AUM$4.6B

TER0.60%

Holdings191

JPPEX Mutual Fund

NAV$70.97

JPMorgan Mid Cap Equity Fund Class R6

AUM$4.6B

TER0.60%

Holdings191

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Holdings Overlap Analysis

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

JPPEX Mutual Fund Overlap Analysis

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

JPPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, JPPEX may share significant positions with broad-market funds.

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