JUESX Mutual Fund

NAV$28.83

AUM$4.4B

TER0.69%

Holdings56

JUESX Mutual Fund

NAV$28.83

JPMorgan US Equity Fund Class I

AUM$4.4B

TER0.69%

Holdings56

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JUESX Mutual Fund Overlap Analysis

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

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

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