Fund comparison · from official SEC filings
JCPB vs LODI: how much do they overlap?
JPMorgan Core Plus Bond ETF and AAM SLC Low Duration Income ETF
vs
Shared holdings
Company
JCPB
LODI
G
GCAR 2025-1A EGCAR 2025-1A E
0.01%
1.44%
A
ACAR 2026.2 DACAR 2026-2 D
0.08%
1.06%
E
EXE 5.375 02.01.29EXPAND ENERGY CORP
0.01%
0.90%
B
BAMLL 2024.FRR3 CBAMLL 2024-FRR3 C
0.08%
0.89%
V
VW 5.05 03.27.28 144AVOLKSWAGEN GROUP AMERICA
0.02%
0.81%
B
BLAST 2025-2 DBLAST 2025-2 D
0.04%
0.69%
N
NWG V3.073 05.22.28NATWEST GROUP PLC
0.00%
0.67%
G
GCAR 2026.1A DGCAR 2026-1A D
0.13%
0.64%
W
WESTR 2023.1A CWESTR 2023-1A C
0.01%
0.48%
S
SOBOCN 5.026 10.01.29SOUTH BOW USA INFRA HLDS
0.00%
0.44%
V
VENTGL 3.875 08.15.29 144AVENTURE GLOBAL CALCASIEU
0.01%
0.43%
D
DRIVE 2025-2 DDRIVE 2025-2 D
0.08%
0.38%
S
SDART 2026-1 DSDART 2026-1 D
0.13%
0.29%
A
ACAR 2026.1 DACAR 2026-1 D
0.12%
0.25%
G
GCAR 2025-2A DGCAR 2025-2A D
0.11%
0.21%
E
EART 2026-1A DEART 2026-1A D
0.06%
0.20%
W
WLAKE 2023-4A DWLAKE 2023-4A D
0.03%
0.20%
Only in JCPB
M
MGMXXJPMORGAN US GOVT MMKT-IM
9.86%
T
T 3.625 08.31.29US TREASURY N/B
3.05%
F
FNCL 5 6.11FNCL 5 6/11
1.72%
F
FNCL 2.5 6.11FNCL 2.5 6/11
1.31%
F
FNCL 5.5 6.11FNCL 5.5 6/11
1.20%
T
T 4.125 11.30.29US TREASURY N/B
1.11%
T
T 4 11.15.52US TREASURY N/B
0.85%
T
T 4.25 11.15.34US TREASURY N/B
0.76%
T
T 0.5 08.31.27US TREASURY N/B
0.70%
T
T 3.625 08.31.30US TREASURY N/B
0.63%
T
T 4.5 11.15.54US TREASURY N/B
0.56%
T
T 4.75 11.15.53US TREASURY N/B
0.53%
T
T 4 11.15.42US TREASURY N/B
0.38%
T
T 2.375 05.15.51US TREASURY N/B
0.38%
T
T 3.375 11.15.48US TREASURY N/B
0.33%
T
T 4.75 11.15.43US TREASURY N/B
0.31%
?
—Liberty 2026- Srt Frn
0.31%
T
T 1.125 10.31.26US TREASURY N/B
0.28%
F
FR SL1477FR SL1477
0.28%
?
—Jonah LLC
0.27%
G
G2 788620G2 788620
0.27%
F
FN FS8820FN FS8820
0.26%
G
G2 MB0680G2 MB0680
0.25%
G
G2 MA8097G2 MA8097
0.25%
G
GNR 2024.197 BNGNR 2024-197 BN
0.24%
Only in LODI
T
T 4.625 04.30.29US TREASURY N/B
4.89%
A
AGPXXINVESCO GVT & AGNCY-INST
3.43%
T
T 3.875 06.15.28US TREASURY N/B
2.94%
W
WLAKE 2023-3A DWLAKE 2023-3A D
2.54%
C
CRBG V6.875 12.15.52COREBRIDGE FINANCIAL INC
1.52%
S
SDART 2024-2 DSDART 2024-2 D
1.27%
W
WLAKE 2024-1A DWLAKE 2024-1A D
1.27%
C
CPS 2024-A DCPS 2024-A D
1.27%
C
CIFC 2019.3A CR2CIFC 2019-3A CR2
1.25%
G
GOCAP 2019.45A A1RGOCAP 2019-45A A1R
1.25%
M
MDPK 2019.36A D1RRMDPK 2019-36A D1RR
1.16%
B
BLKMM 2024.1A A1BLKMM 2024-1A A1
1.12%
C
CITADL 4.75 02.14.29 144ACITADEL FINANCE LLC
1.10%
G
GAM 2022.FRR3 CK71GAM 2022-FRR3 CK71
1.10%
P
PRU V4.5 09.15.47PRUDENTIAL FINANCIAL INC
1.08%
B
BBCMS 2024.5C31 DBBCMS 2024-5C31 D
1.01%
B
BLAST 2025.2 EBLAST 2025-2 E
0.96%
E
EART 2025-5A DEART 2025-5A D
0.95%
O
OCTL 2023.2A DOCTL 2023-2A D
0.95%
A
ARESSI 5.7 03.15.28ARES STRATEGIC INCOME FU
0.95%
A
AFFRM 2024-X2 DAFFRM 2024-X2 D
0.94%
F
FS 2023-4SZN BFS 2023-4SZN B
0.84%
L
LPLA 4.9 04.03.28LPL HOLDINGS INC
0.81%
B
BOFAS 2026.FRR7 EK97BOFAS 2026-FRR7 EK97
0.81%
C
CPS 2025.B DCPS 2025-B D
0.80%
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JCPB vs JSDCXJPMorgan Short Duration Core Plus Fund
13% overlap
JCPB vs JSCPJPMorgan Short Duration Core Plus ETF
12% 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.