Fund comparison · from official SEC filings
CBABX vs JNBAX: how much do they overlap?
Columbia Balanced Fund and JPMorgan Income Builder Fund
vs
Shared holdings
Company
CBABX
JNBAX
M
MSFTMICROSOFT CORP
3.80%
0.73%
G
GOOGLALPHABET INC-CL A
2.13%
0.19%
A
AVGOBROADCOM INC
2.05%
0.79%
T
TXNTEXAS INSTRUMENTS INC
1.29%
0.07%
M
METAMETA PLATFORMS INC-CLASS A
1.16%
0.11%
M
MUMICRON TECHNOLOGY INC
1.06%
0.08%
M
MSMORGAN STANLEY
0.90%
0.27%
C
CVXCHEVRON CORP
0.80%
0.19%
B
BACBANK OF AMERICA CORP
0.75%
0.25%
E
ETNEATON CORP PLC
0.75%
0.14%
L
LRCXLAM RESEARCH CORP
0.66%
0.14%
D
DTEDTE ENERGY COMPANY
0.64%
0.05%
A
ABBVABBVIE INC
0.52%
0.29%
M
MAMASTERCARD INC - A
0.52%
0.27%
D
DISWALT DISNEY CO/THE
0.50%
0.21%
V
VZVERIZON COMMUNICATIONS INC
0.45%
0.18%
C
CHTR 4.75 03.01.30 144ACCO HLDGS LLC/CAP CORP
0.01%
0.42%
E
EOGEOG RESOURCES INC
0.42%
0.16%
U
UNHUNITEDHEALTH GROUP INC
0.36%
0.15%
I
IFFINTL FLAVORS & FRAGRANCES
0.35%
0.04%
P
PEPPEPSICO INC
0.32%
0.19%
W
WFCWELLS FARGO & CO
0.31%
0.14%
R
RTXRTX CORP
0.26%
0.05%
P
PCARPACCAR INC
0.25%
0.09%
I
INTUINTUIT INC
0.22%
0.06%
Only in CBABX
N
NVDANVIDIA CORP
5.24%
?
—COLUMBIA SHORT TERM CASH FUND
4.07%
A
AAPLAPPLE INC
3.97%
A
AMZNAMAZON.COM INC
3.20%
I
IEFAISHARES CORE MSCI EAFE ETF
2.74%
G
GOOGALPHABET INC-CL C
1.74%
L
LLYELI LILLY & CO
1.38%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.08%
T
TELTE CONNECTIVITY PLC
1.06%
H
HONHONEYWELL INTERNATIONAL INC
1.03%
V
VVISA INC-CLASS A SHARES
1.01%
E
EBAYEBAY INC
0.91%
D
DELLDELL TECHNOLOGIES -C
0.90%
F
FNCL 3 6.11FNCL 3 6/11
0.86%
N
NFLXNETFLIX INC
0.82%
A
AMATAPPLIED MATERIALS INC
0.82%
B
BABOEING CO/THE
0.73%
V
VRTXVERTEX PHARMACEUTICALS INC
0.73%
O
ORCLORACLE CORP
0.71%
M
MRVLMARVELL TECHNOLOGY INC
0.68%
E
EQIXEQUINIX INC
0.68%
F
FR SD5830FR SD5830
0.67%
W
WMTWALMART INC
0.64%
J
JPMJPMORGAN CHASE & CO
0.60%
P
PANWPALO ALTO NETWORKS INC
0.60%
Only in JNBAX
J
JEPQJPM NASDAQ EQUITY PREMIUM
9.61%
J
JINXXJPM PRIME MMKT-INST
2.26%
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
1.56%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
1.19%
T
T 4.125 01.31.27US TREASURY N/B
0.91%
J
JIMXXJPM PRIME MMKT-IM
0.42%
A
ASMLFASML HOLDING NV
0.37%
N
NEENEXTERA ENERGY INC
0.36%
E
ENGQFENGIE
0.36%
T
TTTRANE TECHNOLOGIES PLC
0.35%
S
SAFRFSAFRAN SA
0.35%
S
SSNLFSAMSUNG ELECTRONICS CO LTD
0.34%
L
LOWLOWE'S COS INC
0.31%
V
VOLVFVOLVO AB-B SHS
0.31%
M
MURGFMUENCHENER RUECKVER AG-REG
0.29%
J
JNJJOHNSON & JOHNSON
0.27%
R
RYDAFSHELL PLC
0.26%
N
NXPINXP SEMICONDUCTORS NV
0.25%
R
RLXXFRELX PLC
0.24%
A
ALIZFALLIANZ SE-REG
0.24%
M
MS 0 05.22.26 4LULMORGAN STANLEY FIN LLC
0.24%
D
DBSDFDBS GROUP HOLDINGS LTD
0.24%
R
RY 12 05.15.26ROYAL BANK OF CANADA
0.23%
S
SIRI 4 07.15.28 144ASIRIUS XM RADIO LLC
0.23%
Y
YUMYUM! BRANDS INC
0.23%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.