JPTBX Mutual Fund

NAV$43.91

AUM$2M

TER0.42%

Holdings16

JPTBX Mutual Fund

NAV$43.91

JPMorgan Smartretirement Blend 2055 Fund Class I

AUM$2M

TER0.42%

Holdings16

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Holdings Overlap Analysis

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

JPTBX Mutual Fund Overlap Analysis

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

JPTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JPTBX may share significant positions with broad-market funds.

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