JSEPX Mutual Fund

NAV$36.23

AUM$3M

TER1.24%

Holdings111

JSEPX Mutual Fund

NAV$36.23

JPMorgan Small Cap Equity Fund Class R3

AUM$3M

TER1.24%

Holdings111

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Holdings Overlap Analysis

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

JSEPX Mutual Fund Overlap Analysis

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

JSEPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JSEPX may share significant positions with broad-market funds.

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