JSBQX Mutual Fund

NAV$27.12

AUM$718,468.89

TER0.42%

Holdings16

JSBQX Mutual Fund

NAV$27.12

JPMorgan SmartRetirement Blend 2065 Fund Class R4 Class R4

AUM$718,468.89

TER0.42%

Holdings16

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Holdings Overlap Analysis

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

JSBQX Mutual Fund Overlap Analysis

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

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

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