JPCXX Mutual Fund
JPCXX Mutual Fund
NAV$1.00
AUM$360M
TER0.17%
Holdings86
JPCXX Mutual Fund
NAV$1.00
JPMorgan US Treasury Plus Money Market Fund Class Academy
AUM$360M
TER0.17%
Holdings86
JPCXX Mutual Fund Overlap Analysis
JPCXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JPCXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, JPCXX may share significant positions with broad-market funds.
JPCXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JPCXX tax-loss harvesting finds highly correlated but non-identical funds.