Fund comparison · from official SEC filings
HLIPX vs JINCX: how much do they overlap?
JPMorgan Core Plus Bond Fund and JPMorgan Unconstrained Debt Fund
vs
Shared holdings
Company
HLIPX
JINCX
J
JINXXJPM PRIME MMKT-INST
5.78%
7.21%
G
G2 MA8200G2 MA8200
0.08%
2.58%
M
MS V5.123 02.01.29MORGAN STANLEY
0.02%
0.34%
M
MCAS 2020-01 M10MCAS 2020-01 M10
0.15%
0.34%
A
AVOL 5.75 03.01.29 144AAVOLON HOLDINGS FNDG LTD
0.05%
0.29%
E
ENBCN V8.25 01.15.84 NC5ENBRIDGE INC
0.03%
0.26%
C
C V3.52 10.27.28CITIGROUP INC
0.03%
0.25%
M
MS V5.449 07.20.29MORGAN STANLEY
0.02%
0.24%
W
WFC V5.557 07.25.34 MTNWELLS FARGO & COMPANY
0.11%
0.23%
G
GS V2.615 04.22.32GOLDMAN SACHS GROUP INC
0.06%
0.23%
W
WFC V5.574 07.25.29 MTNWELLS FARGO & COMPANY
0.04%
0.23%
R
ROCC 2024-CNTR AROCC 2024-CNTR A
0.06%
0.22%
N
NZES 2025-FHT1 ANZES 2025-FHT1 A
0.19%
0.22%
A
ABBV 4.25 11.21.49ABBVIE INC
0.03%
0.21%
H
HSBC V5.21 08.11.28HSBC HOLDINGS PLC
0.05%
0.21%
C
C V4.542 09.19.30CITIGROUP INC
0.21%
0.14%
B
BATSLN 2.259 03.25.28BAT CAPITAL CORP
0.00%
0.21%
H
HSBC V2.013 09.22.28HSBC HOLDINGS PLC
0.11%
0.20%
?
—N/A
0.19%
-0.29%
B
BPCEGP V7.003 10.19.34 144ABPCE SA
0.05%
0.19%
C
CQP 4.5 10.01.29CHENIERE ENERGY PARTNERS
0.08%
0.19%
C
CQP 5.75 08.15.34CHENIERE ENERGY PARTNERS
0.12%
0.18%
G
GLENLN 5.634 04.04.34 144AGLENCORE FUNDING LLC
0.12%
0.18%
B
BMY 5.55 02.22.54BRISTOL-MYERS SQUIBB CO
0.04%
0.18%
A
AVGO 3.137 11.15.35 144ABROADCOM INC
0.10%
0.17%
Only in HLIPX
T
T 3.625 08.31.29US TREASURY N/B
1.32%
G
G2SF 5 6.11G2SF 5 6/11
1.00%
T
T 3.625 08.31.30US TREASURY N/B
0.94%
T
T 4.25 11.15.34US TREASURY N/B
0.83%
T
T 4.5 11.15.54US TREASURY N/B
0.73%
T
T 0.5 08.31.27US TREASURY N/B
0.68%
T
T 1.125 10.31.26US TREASURY N/B
0.64%
T
T 4 11.15.42US TREASURY N/B
0.48%
S
S 0 05.15.31STRIPS
0.45%
T
T 4.75 11.15.43US TREASURY N/B
0.42%
T
T 2.375 05.15.51US TREASURY N/B
0.42%
T
T 3 02.15.47US TREASURY N/B
0.41%
F
FNA 2026.M10 A2FNA 2026-M10 A2
0.38%
F
FNGT 2017-T1 AFNGT 2017-T1 A
0.37%
T
T 4.875 08.15.45US TREASURY N/B
0.33%
F
FNA 2026.M9 A2FNA 2026-M9 A2
0.31%
T
T 3.375 11.15.48US TREASURY N/B
0.31%
?
—BG Beta I Ltd.
0.30%
?
—Liberty 2026- Srt Frn
0.29%
E
EQUIFY 9.125 12.15.30 QIBEQUIFY FINANCIAL LLC
0.29%
F
FN CA7528FN CA7528
0.26%
T
T 3 08.15.48US TREASURY N/B
0.26%
T
T 1.125 08.15.40US TREASURY N/B
0.26%
F
FN CB3608FN CB3608
0.26%
F
FN MA4548FN MA4548
0.26%
Only in JINCX
G
G2SF 5 10.11G2SF 5 10/11
4.11%
G
G2SF 5.5 10.11G2SF 5.5 10/11
2.15%
G
G2SF 5.5 9.11G2SF 5.5 9/11
1.51%
M
MBONO 8.5 02.28.30 MMEX BONOS DESARR FIX RT
1.08%
F
FN FS8290FN FS8290
1.03%
F
FN MA4783FN MA4783
0.74%
B
BNTNF 10 01.01.27 NTNFNOTA DO TESOURO NACIONAL
0.64%
P
POLGB 2 08.25.36 CPIPOLAND GOVERNMENT BOND
0.55%
M
MBONO 7.75 05.29.31 MMEX BONOS DESARR FIX RT
0.54%
M
MBONO 8 05.24.35 MSMEX BONOS DESARR FIX RT
0.49%
I
INDOGB 6.75 07.15.35 103INDONESIA GOVERNMENT
0.48%
?
—A10 Revolving Asset Financing I LLC
0.48%
S
SAGB 9 01.31.40 2040REPUBLIC OF SOUTH AFRICA
0.45%
P
PMTLT 2025.J1 A1PMTLT 2025-J1 A1
0.43%
C
CZGB 3.5 05.30.35 145CZECH REPUBLIC
0.43%
J
JGB 2.4 03.20.55 86JAPAN (30 YEAR ISSUE)
0.38%
F
FE 2.75 03.01.32 144AJERSEY CENTRAL PWR & LT
0.37%
D
DRSLF 2019-68A ARRDRSLF 2019-68A ARR
0.35%
T
TURKGB 36 08.12.26 2YTURKIYE GOVERNMENT BOND
0.35%
I
ISPIM 6.625 06.20.33 144AINTESA SANPAOLO SPA
0.34%
L
LCM 31A ARLCM 31A AR
0.33%
A
ACAR 2025-1 DACAR 2025-1 D
0.32%
V
VOYA 2022.1A BRVOYA 2022-1A BR
0.31%
P
POLGB 1.75 04.25.32 0432POLAND GOVERNMENT BOND
0.30%
B
BX 2022-LBA6 ABX 2022-LBA6 A
0.27%
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19% overlap
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17% overlap
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.