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Fund comparison · from official SEC filings

IWB vs JCPRX: how much do they overlap?

iShares Russell 1000 ETF and JPMorgan U.S. Large Cap Core Plus Fund

Fund A

vs

Fund B

Holdings overlap

33%

of assets, by weight

Shared positions

248

of 1,009 / 262 holdings

IWB expense ratio

0.15%

net, per year

JCPRX expense ratio

1.44%

net, per year

Shared holdings

Company

IWB

JCPRX

N

NVDANVIDIA CORP

6.77%

8.62%

A

AAPLAPPLE INC

6.07%

5.46%

M

MSFTMICROSOFT CORP

4.55%

5.77%

A

AMZNAMAZON.COM INC

3.31%

5.12%

G

GOOGLALPHABET INC-CL A

2.77%

4.49%

A

AVGOBROADCOM INC

2.37%

3.36%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

3.00%

M

MAMASTERCARD INC - A

0.67%

2.44%

G

GOOGALPHABET INC-CL C

2.25%

0.98%

E

EXMOCEXXON MOBIL CORP

1.19%

2.20%

J

JNJJOHNSON & JOHNSON

0.98%

2.13%

L

LOWLOWE'S COS INC

0.22%

2.05%

T

TTTRANE TECHNOLOGIES PLC

0.15%

1.81%

T

TSLATESLA INC

1.74%

0.38%

N

NEENEXTERA ENERGY INC

0.32%

1.72%

A

ABBVABBVIE INC

0.64%

1.71%

W

WFCWELLS FARGO & CO

0.41%

1.64%

R

RTXRTX CORP

0.43%

1.58%

L

LRCXLAM RESEARCH CORP

0.44%

1.57%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

-0.11%

H

HWMHOWMET AEROSPACE INC

0.15%

1.46%

A

APHAMPHENOL CORP-CL A

0.26%

1.37%

E

ETRENTERGY CORP

0.08%

1.37%

D

DISWALT DISNEY CO/THE

0.28%

1.23%

L

LLYELI LILLY & CO

1.22%

0.87%

Only in IWB

J

JPMJPMORGAN CHASE & CO

1.33%

V

VVISA INC-CLASS A SHARES

0.84%

N

NFLXNETFLIX INC

0.68%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.53%

K

KOCOCA-COLA CO/THE

0.49%

G

GEGENERAL ELECTRIC

0.49%

A

AMATAPPLIED MATERIALS INC

0.45%

I

IBMINTL BUSINESS MACHINES CORP

0.37%

V

VZVERIZON COMMUNICATIONS INC

0.35%

I

INTCINTEL CORP

0.32%

K

KLACKLA CORP

0.32%

T

TJXTJX COMPANIES INC

0.30%

A

ABTABBOTT LABORATORIES

0.29%

C

CRMSALESFORCE INC

0.28%

I

ISRGINTUITIVE SURGICAL INC

0.27%

B

BABOEING CO/THE

0.25%

U

UNPUNION PACIFIC CORP

0.24%

U

UBERUBER TECHNOLOGIES INC

0.24%

?

—HONEYWELL INTERNATIONAL INCORPORATION

0.24%

D

DEDEERE & CO

0.23%

S

SPGIS&P GLOBAL INC

0.21%

P

PANWPALO ALTO NETWORKS INC

0.21%

L

LMTLOCKHEED MARTIN CORP

0.21%

Only in JCPRX

J

JIMXXJPM PRIME MMKT-IM

1.57%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

0.75%

N

NXPINXP SEMICONDUCTORS NV

0.74%

W

WMGWARNER MUSIC GROUP CORP-CL A

0.52%

C

CPCANADIAN PACIFIC KANSAS CITY

0.35%

W

WCNWASTE CONNECTIONS INC

0.23%

S

SHOPSHOPIFY INC - CLASS A

0.22%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.13%

A

ASMLASML HOLDING NV-NY REG SHS

0.10%

C

CCLCARNIVAL CORP LTD

0.05%

E

ENBENBRIDGE INC

-0.31%

I

ICLRICON PLC

-0.04%

P

PSKYPARAMOUNT SKYDANCE CL B

-0.08%

H

HONHONEYWELL INTERNATIONAL INC

-0.25%

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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.