JATPX Mutual Fund

NAV$34.04

AUM$879,303.54

TER0.92%

Holdings16

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JATPX Mutual Fund

NAV$34.04

JPMorgan SmartRetirement Blend 2060 Fund Class R2

AUM$879,303.54

TER0.92%

Holdings16

See how much of JATPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

JATPX Mutual Fund Overlap Analysis

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

JATPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JATPX may share significant positions with broad-market funds.

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