IJPMX Mutual Fund
IJPMX Mutual Fund
NAV$11.31
AUM$899,646.91
TER1.25%
Holdings96
See how much of IJPMX you already own
IJPMX Mutual Fund
NAV$11.31
VY JPMorgan Mid Cap Value Portfolio S2
AUM$899,646.91
TER1.25%
Holdings96
See how much of IJPMX you already own
IJPMX Mutual Fund Overlap Analysis
IJPMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, IJPMX may share significant positions with broad-market funds.
IJPMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJPMX tax-loss harvesting finds highly correlated but non-identical funds.