Fund comparison · from official SEC filings
HLIPX vs JSDCX: how much do they overlap?
JPMorgan Core Plus Bond Fund and JPMorgan Short Duration Core Plus Fund
vs
Shared holdings
Company
HLIPX
JSDCX
T
T 3.625 08.31.30US TREASURY N/B
0.94%
0.10%
G
GS V2.64 02.24.28GOLDMAN SACHS GROUP INC
0.03%
0.43%
R
RCKT 2026-CES2 A1ARCKT 2026-CES2 A1A
0.15%
0.29%
C
C V4.542 09.19.30CITIGROUP INC
0.21%
0.28%
M
MPLX 4.8 02.15.31MPLX LP
0.09%
0.28%
C
CNO 4.95 09.09.29 144ACNO GLOBAL FUNDING
0.01%
0.28%
G
GPN 4.875 11.15.30GLOBAL PAYMENTS INC
0.09%
0.27%
A
AIB V6.608 09.13.29 144AAIB GROUP PLC
0.02%
0.26%
C
CPGX 5.097 10.01.31 144ACOLUMBIA PIPELINE HOLDCO
0.01%
0.25%
S
SOCGEN V5.512 05.22.31 144ASOCIETE GENERALE
0.05%
0.24%
C
CABKSM V6.684 09.13.27 144ACAIXABANK SA
0.01%
0.24%
S
SANTAN 5.588 08.08.28BANCO SANTANDER SA
0.09%
0.23%
M
MRVL 4.75 07.15.30MARVELL TECHNOLOGY INC
0.01%
0.23%
M
MS V4.465 11.19.31MORGAN STANLEY PVT BANK
0.09%
0.22%
W
WFC V5.574 07.25.29 MTNWELLS FARGO & COMPANY
0.04%
0.22%
?
—CFIN 2022-RTL1 Issuer LLC
0.10%
0.22%
?
—Jonah LLC
0.20%
0.14%
?
—N/A
0.19%
-0.02%
N
NZES 2025-FHT1 ANZES 2025-FHT1 A
0.19%
0.07%
?
—Grit Parent, Inc.
0.19%
0.10%
W
WFC V4.844 05.20.32WELLS FARGO & COMPANY
0.05%
0.19%
W
WFC V5.15 04.23.31WELLS FARGO & COMPANY
0.19%
0.18%
F
FREMF 2017.K68 DFREMF 2017-K68 D
0.19%
0.11%
S
SUMIBK 5.52 01.13.28SUMITOMO MITSUI FINL GRP
0.01%
0.18%
V
VST 4.7 01.31.31 144AVISTRA OPERATIONS CO LLC
0.03%
0.18%
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 JSDCX
T
T 3.5 01.15.29US TREASURY N/B
6.21%
T
T 3.875 07.15.28US TREASURY N/B
3.00%
T
T 3.5 10.15.28US TREASURY N/B
2.40%
T
T 3.375 09.15.28US TREASURY N/B
1.25%
T
T 3.625 08.15.28US TREASURY N/B
1.21%
J
JIMXXJPM PRIME MMKT-IM
1.16%
F
FHR 5564 BAFHR 5564 BA
0.83%
F
FR SL0768FR SL0768
0.73%
T
T 3.875 06.15.28US TREASURY N/B
0.70%
F
FR SD4893FR SD4893
0.69%
F
FNR 2022.42 EAFNR 2022-42 EA
0.59%
F
FNR 2025.51 AFNR 2025-51 A
0.58%
F
FR SD8343FR SD8343
0.48%
F
FHR 5551 BAFHR 5551 BA
0.48%
F
FN FA0565FN FA0565
0.44%
G
GNR 2025.1 GCGNR 2025-1 GC
0.39%
G
GNR 2024.151 HBGNR 2024-151 HB
0.36%
B
BPCEGP V5.716 01.18.30 144ABPCE SA
0.36%
C
CM V4.283 01.29.30CANADIAN IMPERIAL BANK
0.35%
F
FR SD8342FR SD8342
0.35%
T
T 3.5 12.15.28US TREASURY N/B
0.35%
C
CRBG 4.55 01.09.31 144ACOREBRIDGE GLOB FUNDING
0.35%
F
FR RA9453FR RA9453
0.34%
G
GNR 2024.110 LCGNR 2024-110 LC
0.34%
O
ORCL 4.95 02.04.31ORACLE CORP
0.33%
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Unwrap your portfolio →Other comparisons you might like
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51% overlap
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43% overlap
HLIPX vs JCBPXJPMorgan Core Bond Fund
22% overlap
HLIPX vs GBOAXJPMorgan Global Bond Opportunities Fund
19% overlap
JSDCX vs HLLVXJPMorgan Short Duration Bond Fund
18% 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.