JMTAX Mutual Fund Analysis & Holdings | MarketXLS

JMTAX Mutual Fund

NAV$8.69

AUM$18M

TER0.41%

Holdings289

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JMTAX Mutual Fund

NAV$8.69

JPMorgan Total Return Fund Class A

AUM$18M

TER0.41%

Holdings289

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

JMTAX Mutual Fund Overlap Analysis

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

JMTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 289 holdings, JMTAX may share significant positions with broad-market funds.

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