JDEAX Mutual Fund

NAV$52.24

AUM$755M

TER0.60%

Holdings164

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JDEAX Mutual Fund

NAV$52.24

JPMorgan US Research Enhanced Equity Fund Class A

AUM$755M

TER0.60%

Holdings164

See how much of JDEAX 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 JDEAX 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 JDEAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JDEAX Mutual Fund Overlap Analysis

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

JDEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, JDEAX may share significant positions with broad-market funds.

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