JVAPX Mutual Fund
JVAPX Mutual Fund
NAV$40.62
AUM$3M
TER1.00%
Holdings116
See how much of JVAPX you already own
JVAPX Mutual Fund
NAV$40.62
JPMorgan Value Advantage Fund Class R3
AUM$3M
TER1.00%
Holdings116
See how much of JVAPX you already own
JVAPX Mutual Fund Overlap Analysis
JVAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JVAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, JVAPX may share significant positions with broad-market funds.
JVAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JVAPX tax-loss harvesting finds highly correlated but non-identical funds.