Fund comparison · from official SEC filings

JDEAX vs JHDAX: how much do they overlap?

Name: JDEAX vs JHDAX holdings overlap
Creator: Unwrap.Fund

JPMorgan U.S. Research Enhanced Equity Fund and JPMorgan Hedged Equity 2 Fund

Fund A

Fund B

Holdings overlap

96%

of assets, by weight

Shared positions

158

of 158 / 160 holdings

JDEAX expense ratio

0.60%

net, per year

JHDAX expense ratio

0.84%

net, per year

JDEAX and JHDAX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JDEAX

JHDAX

NVDANVIDIA CORP

8.03%

7.70%

AAPLAPPLE INC

6.47%

6.21%

MSFTMICROSOFT CORP

5.36%

5.14%

AMZNAMAZON.COM INC

4.10%

3.96%

JIMXXJPM PRIME MMKT-IM

1.81%

3.15%

GOOGLALPHABET INC-CL A

3.03%

2.90%

AVGOBROADCOM INC

2.78%

2.67%

METAMETA PLATFORMS INC-CLASS A

2.41%

2.34%

—N/A

-0.03%

2.28%

EXMOCEXXON MOBIL CORP

2.18%

2.09%

GOOGALPHABET INC-CL C

1.98%

1.85%

TSLATESLA INC

1.77%

1.70%

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.39%

1.33%

JNJJOHNSON & JOHNSON

1.37%

1.32%

MAMASTERCARD INC - A

1.35%

1.29%

ABBVABBVIE INC

1.14%

1.09%

LLYELI LILLY & CO

1.08%

1.03%

PEPPEPSICO INC

1.06%

1.02%

VVISA INC-CLASS A SHARES

1.03%

0.99%

NEENEXTERA ENERGY INC

1.01%

0.97%

RTXRTX CORP

1.00%

0.96%

WFCWELLS FARGO & CO

1.00%

0.95%

TTTRANE TECHNOLOGIES PLC

0.95%

0.91%

BACBANK OF AMERICA CORP

0.94%

0.90%

TAT&T INC

0.89%

0.86%

Only in JDEAX

Nothing exclusive.

Only in JHDAX

MGMXXJPMORGAN US GOVT MMKT-IM

0.38%

VSLXXJPMRGN SEC LND MMKT-AGNCY SL

0.00%

Hold JDEAX and JHDAX 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.