Fund comparison · from official SEC filings
IJMAX vs JCMAX: how much do they overlap?
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO and JPMorgan Mid Cap Equity Fund
vs
IJMAX and JCMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IJMAX
JCMAX
I
IQVIQVIA HOLDINGS INC
2.10%
1.65%
M
MPCMARATHON PETROLEUM CORP
1.96%
1.38%
X
XELXCEL ENERGY INC
1.93%
1.36%
F
FISFIDELITY NATIONAL INFO SERV
1.86%
1.32%
G
GEHCGE HEALTHCARE TECHNOLOGY
1.68%
1.19%
C
CORCENCORA INC
1.28%
1.60%
R
RJFRAYMOND JAMES FINANCIAL INC
1.59%
1.39%
N
NINISOURCE INC
1.59%
1.12%
L
LLOEWS CORP
1.58%
1.13%
A
AMPAMERIPRISE FINANCIAL INC
1.57%
1.12%
W
WECWEC ENERGY GROUP INC
1.57%
1.10%
F
FCNCAFIRST CITIZENS BCSHS -CL A
1.55%
1.10%
R
REGREGENCY CENTERS CORP
1.55%
1.09%
C
CTRACOTERRA ENERGY INC
1.53%
1.08%
C
CMSCMS ENERGY CORP
1.51%
1.07%
A
AMEAMETEK INC
1.51%
1.33%
M
MKSIMKS INC
1.50%
1.24%
D
DOCHEALTHPEAK PROPERTIES INC
1.49%
1.05%
D
DGXQUEST DIAGNOSTICS INC
1.46%
1.03%
F
FANGDIAMONDBACK ENERGY INC
1.45%
1.03%
R
ROSTROSS STORES INC
1.44%
1.01%
D
DOVDOVER CORP
1.42%
1.01%
P
PSAPUBLIC STORAGE
1.42%
1.00%
S
STTSTATE STREET CORP
1.40%
0.99%
O
OMCOMNICOM GROUP
1.39%
0.99%
Only in IJMAX
T
TFDXXBLCKRCK LIQ FDFND-INST
2.65%
?
—RBC DOMINION SECURITIES INC.
0.54%
?
—DAIWA CAPITAL MARKETS AMERICA INC.
0.13%
?
—NATIONAL BANK FINANCIAL INC.
0.04%
Only in JCMAX
J
JIMXXJPM PRIME MMKT-IM
2.71%
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
1.23%
H
HWMHOWMET AEROSPACE INC
0.97%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.95%
V
VRTVERTIV HOLDINGS CO-A
0.94%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.87%
P
PWRQUANTA SERVICES INC
0.81%
F
FIXCOMFORT SYSTEMS USA INC
0.72%
I
INSMINSMED INC
0.62%
N
NETCLOUDFLARE INC - CLASS A
0.62%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.57%
C
CVNACARVANA CO
0.49%
B
BURLBURLINGTON STORES INC
0.44%
N
NTRANATERA INC
0.41%
N
NBIXNEUROCRINE BIOSCIENCES INC
0.39%
D
DDOGDATADOG INC - CLASS A
0.39%
L
LYVLIVE NATION ENTERTAINMENT IN
0.39%
M
MSCIMSCI INC
0.39%
V
VSTVISTRA CORP
0.38%
W
WMBWILLIAMS COS INC
0.37%
H
HEI.AHEICO CORP-CLASS A
0.35%
F
FTAIFTAI AVIATION LTD
0.34%
T
TTWOTAKE-TWO INTERACTIVE SOFTWRE
0.34%
V
VEEVVEEVA SYSTEMS INC-CLASS A
0.34%
I
IDXXIDEXX LABORATORIES INC
0.33%
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Unwrap your portfolio →Other comparisons you might like
IJMAX vs FLMVXJPMorgan Mid Cap Value Fund
97% overlap
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31% overlap
JCMAX vs IWRiShares Russell Mid-Cap ETF
29% overlap
JCMAX vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
21% overlap
IJMAX vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
14% overlap
JCMAX vs EQALInvesco Russell 1000 Equal Weight ETF
13% 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.