JLPSX Mutual Fund
JLPSX Mutual Fund
NAV$25.58
AUM$2.1B
TER1.39%
Holdings262
See how much of JLPSX you already own
JLPSX Mutual Fund
NAV$25.58
JPMorgan US Large Cap Core Plus Fund Class I
AUM$2.1B
TER1.39%
Holdings262
See how much of JLPSX you already own
JLPSX Mutual Fund Overlap Analysis
JLPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JLPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 262 holdings, JLPSX may share significant positions with broad-market funds.
JLPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JLPSX tax-loss harvesting finds highly correlated but non-identical funds.