JSEQX Mutual Fund
JSEQX Mutual Fund
NAV$50.15
AUM$407,304.76
TER0.99%
Holdings111
See how much of JSEQX you already own
JSEQX Mutual Fund
NAV$50.15
JPMorgan Small Cap Equity Fund Class R4
AUM$407,304.76
TER0.99%
Holdings111
See how much of JSEQX you already own
JSEQX Mutual Fund Overlap Analysis
JSEQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSEQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, JSEQX may share significant positions with broad-market funds.
JSEQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSEQX tax-loss harvesting finds highly correlated but non-identical funds.