Fund comparison · from official SEC filings
JCPI vs SPIB: how much do they overlap?
JPMorgan Inflation Managed Bond ETF and State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
vs
Shared holdings
Company
JCPI
SPIB
B
BAC V1.898 07.23.31 MTNBANK OF AMERICA CORP
0.52%
0.04%
M
MS V5.173 01.16.30MORGAN STANLEY
0.48%
0.08%
B
BAC V5.468 01.23.35BANK OF AMERICA CORP
0.42%
0.08%
W
WFC V5.198 01.23.30WELLS FARGO & COMPANY
0.36%
0.05%
S
SANTAN 2.749 12.03.30BANCO SANTANDER SA
0.32%
0.02%
G
GS V2.615 04.22.32GOLDMAN SACHS GROUP INC
0.31%
0.06%
C
C V2.561 05.01.32CITIGROUP INC
0.26%
0.05%
R
RTX 5.75 01.15.29RTX CORP
0.24%
0.02%
H
HSBC V2.848 06.04.31HSBC HOLDINGS PLC
0.22%
0.02%
G
GS V1.992 01.27.32GOLDMAN SACHS GROUP INC
0.20%
0.04%
S
SUMIBK 1.902 09.17.28SUMITOMO MITSUI FINL GRP
0.19%
0.03%
N
NWG V5.778 03.01.35NATWEST GROUP PLC
0.19%
0.03%
C
C 5.803 09.29.28CITIBANK NA
0.18%
0.03%
S
SUMIBK 5.766 01.13.33SUMITOMO MITSUI FINL GRP
0.17%
0.02%
A
ABBV 3.2 11.21.29ABBVIE INC
0.17%
0.09%
E
EIX 5.25 11.15.28EDISON INTERNATIONAL
0.17%
0.01%
C
COF V2.618 11.02.32CAPITAL ONE FINANCIAL CO
0.17%
0.01%
B
BACR V5.367 02.25.31BARCLAYS PLC
0.16%
0.03%
L
LLOYDS V4.241 02.10.30LLOYDS BANKING GROUP PLC
0.16%
0.02%
E
ETR 4.95 01.15.36ENTERGY ARKANSAS LLC
0.16%
0.01%
E
EXPE 3.25 02.15.30EXPEDIA GROUP INC
0.15%
0.02%
T
TMUS 3.875 04.15.30T-MOBILE USA INC
0.15%
0.11%
A
AXP V4.456 02.10.32AMERICAN EXPRESS CO
0.15%
0.01%
M
MS V1.928 04.28.32 MTNMORGAN STANLEY
0.15%
0.04%
E
ET 5.7 04.01.35ENERGY TRANSFER LP
0.14%
0.02%
Only in JCPI
T
TII 2.375 10.15.28TSY INFL IX N/B
19.58%
T
T 3.5 02.28.31US TREASURY N/B
6.75%
T
TII 1.875 01.15.36TSY INFL IX N/B
5.31%
T
TII 1.25 04.15.28TSY INFL IX N/B
4.94%
T
TII 1.875 07.15.35TSY INFL IX N/B
4.16%
T
TII 1.25 04.15.31TSY INFL IX N/B
2.79%
T
T 3.5 03.15.29US TREASURY N/B
1.93%
J
JIMXXJPM PRIME MMKT-IM
1.68%
?
—N/A
0.53%
F
FNA 2022-M1G A2FNA 2022-M1G A2
0.52%
F
FN BS8224FN BS8224
0.44%
F
FN AN9486FN AN9486
0.41%
S
SOCGEN V6.1 04.13.33 144ASOCIETE GENERALE
0.37%
F
FHMS K737 AMFHMS K737 AM
0.36%
F
FN DB2385FN DB2385
0.36%
F
FR RJ2914FR RJ2914
0.35%
F
FR RA7937FR RA7937
0.34%
F
FKH 2021.SFR2 DFKH 2021-SFR2 D
0.34%
F
FN BS2933FN BS2933
0.33%
F
FN BF0230FN BF0230
0.32%
F
FN BM6734FN BM6734
0.31%
F
FN DB3630FN DB3630
0.30%
F
FNA 2018-M2 A2FNA 2018-M2 A2
0.30%
F
FN DB1954FN DB1954
0.28%
S
SCRT 2020-1 M55GSCRT 2020-1 M55G
0.27%
Only in SPIB
G
GVMXXSTATE ST INST US GOV MM-PREM
5.34%
M
MS V4.465 11.19.31MORGAN STANLEY PVT BANK
0.29%
J
JPM V5.012 01.23.30JPMORGAN CHASE & CO
0.26%
B
BAC V4.456 02.06.32BANK OF AMERICA CORP
0.22%
A
ABIBB 4.75 01.23.29ANHEUSER-BUSCH INBEV WOR
0.21%
G
GP 8.875 05.15.31GEORGIA-PACIFIC LLC
0.19%
J
JPM V5.193 02.05.37JPMORGAN CHASE & CO
0.16%
B
BAC V5.045 02.06.37BANK OF AMERICA CORP
0.16%
J
JPM V5.336 01.23.35JPMORGAN CHASE & CO
0.16%
G
GS V4.148 01.21.29GOLDMAN SACHS GROUP INC
0.16%
V
VZ 1.75 01.20.31VERIZON COMMUNICATIONS
0.15%
C
CRM 5.55 03.15.36SALESFORCE INC
0.14%
B
BMO V4.439 01.14.32 JBANK OF MONTREAL
0.14%
W
WFC 4.15 01.24.29 MTNWELLS FARGO & COMPANY
0.14%
A
AMZN 4.55 03.13.33AMAZON.COM INC
0.14%
G
GOOGL 4.4 02.15.33ALPHABET INC
0.13%
G
GOOGL 3.7 02.15.29ALPHABET INC
0.13%
V
V 3.8 02.12.29VISA INC
0.13%
P
PFE 4.45 05.19.28PFIZER INVESTMENT ENTER
0.13%
A
AVGO 4.15 11.15.30BROADCOM INC
0.13%
W
WFC V4.808 07.25.28 MTNWELLS FARGO & COMPANY
0.12%
A
AMZN 3.85 03.13.28AMAZON.COM INC
0.12%
A
AAPL 4 05.12.28APPLE INC
0.12%
A
AXP V5.532 04.25.30AMERICAN EXPRESS CO
0.12%
O
ORCL 4.95 02.04.31ORACLE CORP
0.12%
Hold JCPI and SPIB together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.
Informational and educational only — not investment advice.