JUEQX Mutual Fund

NAV$28.67

AUM$102M

TER0.69%

Holdings56

JUEQX Mutual Fund

NAV$28.67

JPMorgan US Equity Fund Class R4

AUM$102M

TER0.69%

Holdings56

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JUEQX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JUEQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JUEQX Mutual Fund Overlap Analysis

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

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

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