JUEAX Mutual Fund

NAV$28.58

AUM$2.9B

TER0.94%

Holdings56

JUEAX Mutual Fund

NAV$28.58

JPMorgan US Equity Fund Class A

AUM$2.9B

TER0.94%

Holdings56

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Holdings Overlap Analysis

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

JUEAX Mutual Fund Overlap Analysis

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

JUEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, JUEAX may share significant positions with broad-market funds.

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