Fund comparison · from official SEC filings
HLIPX vs JSCP: how much do they overlap?
JPMorgan Core Plus Bond Fund and JPMorgan Short Duration Core Plus ETF
vs
Shared holdings
Company
HLIPX
JSCP
T
T 3.625 08.31.30US TREASURY N/B
0.94%
0.29%
R
RCKT 2026-CES2 A1ARCKT 2026-CES2 A1A
0.15%
0.26%
S
SANTAN 4.551 11.06.30BANCO SANTANDER SA
0.03%
0.25%
C
C V4.542 09.19.30CITIGROUP INC
0.21%
0.24%
B
BACR V4.942 09.10.30BARCLAYS PLC
0.10%
0.24%
R
ROP 4.45 09.15.30ROPER TECHNOLOGIES INC
0.01%
0.23%
C
CPGX 5.097 10.01.31 144ACOLUMBIA PIPELINE HOLDCO
0.01%
0.23%
B
BNP V5.176 01.09.30 144ABNP PARIBAS
0.08%
0.21%
G
GPN 4.875 11.15.30GLOBAL PAYMENTS INC
0.09%
0.20%
?
—Jonah LLC
0.20%
0.13%
?
—N/A
0.19%
0.01%
N
NZES 2025-FHT1 ANZES 2025-FHT1 A
0.19%
0.05%
?
—Grit Parent, Inc.
0.19%
0.09%
W
WFC V4.844 05.20.32WELLS FARGO & COMPANY
0.05%
0.19%
G
GS V5.049 07.23.30GOLDMAN SACHS GROUP INC
0.01%
0.19%
F
FREMF 2017.K68 DFREMF 2017-K68 D
0.19%
0.06%
B
BAC V4.456 02.06.32BANK OF AMERICA CORP
0.07%
0.18%
F
FREMF 2018.K82 DFREMF 2018-K82 D
0.18%
0.06%
K
KBCBB V4.932 10.16.30 144AKBC GROUP NV
0.03%
0.17%
V
VST 4.7 01.31.31 144AVISTRA OPERATIONS CO LLC
0.03%
0.17%
C
CAALT 2024-2A CCAALT 2024-2A C
0.17%
0.03%
M
MS V4.465 11.19.31MORGAN STANLEY PVT BANK
0.09%
0.17%
M
MPLX 4.8 02.15.31MPLX LP
0.09%
0.16%
C
CQP 4 03.01.31CHENIERE ENERGY PARTNERS
0.08%
0.16%
F
FREMF 2020.K113 DFREMF 2020-K113 D
0.16%
0.05%
Only in HLIPX
J
JINXXJPM PRIME MMKT-INST
5.78%
T
T 3.625 08.31.29US TREASURY N/B
1.32%
G
G2SF 5 6.11G2SF 5 6/11
1.00%
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 JSCP
T
T 3.5 11.15.28US TREASURY N/B
3.24%
J
JIMXXJPM PRIME MMKT-IM
2.96%
T
T 3.875 07.15.28US TREASURY N/B
2.76%
T
T 3.375 09.15.28US TREASURY N/B
1.90%
T
T 3.5 10.15.28US TREASURY N/B
1.78%
T
T 3.625 08.15.28US TREASURY N/B
1.66%
T
T 3.5 12.15.28US TREASURY N/B
1.46%
T
T 3.625 08.31.27US TREASURY N/B
1.20%
T
T 3.5 03.15.29US TREASURY N/B
1.02%
F
FN DE9362FN DE9362
0.96%
T
T 4.25 02.15.28US TREASURY N/B
0.92%
T
T 3.875 04.15.29US TREASURY N/B
0.72%
F
FR TA4790FR TA4790
0.70%
F
FN MA5010FN MA5010
0.65%
T
T 4 12.15.27US TREASURY N/B
0.58%
F
FN MA5039FN MA5039
0.57%
F
FN DF0762FN DF0762
0.53%
F
FR QZ4969FR QZ4969
0.52%
T
T 3.5 01.15.29US TREASURY N/B
0.47%
F
FHR 5561 DAFHR 5561 DA
0.46%
F
FHR 5558 DAFHR 5558 DA
0.45%
F
FN FA0565FN FA0565
0.45%
E
EART 2025-2A DEART 2025-2A D
0.44%
F
FHR 5182 DFHR 5182 D
0.41%
F
FR SD8343FR SD8343
0.38%
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Unwrap your portfolio →Other comparisons you might like
JSCP vs JSDCXJPMorgan Short Duration Core Plus Fund
51% overlap
HLIPX vs JCPBJPMorgan Core Plus Bond ETF
43% overlap
HLIPX vs JCBPXJPMorgan Core Bond Fund
22% overlap
JSCP vs HLLVXJPMorgan Short Duration Bond Fund
21% overlap
HLIPX vs GBOAXJPMorgan Global Bond Opportunities Fund
19% overlap
HLIPX vs JGCGXJPMorgan Income Fund
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.