Fund comparison · from official SEC filings
JDEAX vs PBUS: how much do they overlap?
JPMorgan U.S. Research Enhanced Equity Fund and Invesco MSCI USA ETF
vs
JDEAX and PBUS are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JDEAX
PBUS
N
NVDANVIDIA CORP
8.03%
7.70%
A
AAPLAPPLE INC
6.47%
6.89%
M
MSFTMICROSOFT CORP
5.36%
4.77%
A
AMZNAMAZON.COM INC
4.10%
3.91%
G
GOOGLALPHABET INC-CL A
3.03%
3.32%
A
AVGOBROADCOM INC
2.78%
3.02%
G
GOOGALPHABET INC-CL C
1.98%
2.75%
M
METAMETA PLATFORMS INC-CLASS A
2.41%
2.07%
E
EXMOCEXXON MOBIL CORP
2.18%
0.92%
T
TSLATESLA INC
1.77%
1.85%
M
MUMICRON TECHNOLOGY INC
0.75%
1.64%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.39%
0.98%
J
JNJJOHNSON & JOHNSON
1.37%
0.81%
M
MAMASTERCARD INC - A
1.35%
0.63%
L
LLYELI LILLY & CO
1.08%
1.33%
A
AMDADVANCED MICRO DEVICES
0.55%
1.26%
A
ABBVABBVIE INC
1.14%
0.58%
P
PEPPEPSICO INC
1.06%
0.30%
V
VVISA INC-CLASS A SHARES
1.03%
0.83%
N
NEENEXTERA ENERGY INC
1.01%
0.27%
R
RTXRTX CORP
1.00%
0.36%
W
WFCWELLS FARGO & CO
1.00%
0.37%
T
TTTRANE TECHNOLOGIES PLC
0.95%
0.15%
B
BACBANK OF AMERICA CORP
0.94%
0.53%
T
TAT&T INC
0.89%
0.26%
Only in JDEAX
J
JIMXXJPM PRIME MMKT-IM
1.81%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.20%
M
MDLNMEDLINE INC-CL A
0.07%
W
WMGWARNER MUSIC GROUP CORP-CL A
0.07%
W
WEXWEX INC
0.04%
?
—N/A
-0.03%
Only in PBUS
J
JPMJPMORGAN CHASE & CO
1.22%
I
INTCINTEL CORP
0.78%
?
—Invesco Private Prime Fund
0.75%
C
CSCOCISCO SYSTEMS INC
0.71%
C
COSTCOSTCO WHOLESALE CORP
0.64%
C
CATCATERPILLAR INC
0.61%
A
AMATAPPLIED MATERIALS INC
0.54%
C
CVXCHEVRON CORP
0.52%
G
GEGENERAL ELECTRIC
0.51%
P
PGPROCTER & GAMBLE CO/THE
0.50%
K
KOCOCA-COLA CO/THE
0.48%
H
HDHOME DEPOT INC
0.47%
G
GSGOLDMAN SACHS GROUP INC
0.46%
I
IBMINTL BUSINESS MACHINES CORP
0.42%
Q
QCOMQUALCOMM INC
0.40%
K
KLACKLA CORP
0.38%
P
PANWPALO ALTO NETWORKS INC
0.34%
V
VZVERIZON COMMUNICATIONS INC
0.30%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.28%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.28%
?
—Invesco Private Government Fund
0.27%
A
AMGNAMGEN INC
0.27%
B
BABOEING CO/THE
0.27%
M
MRVLMARVELL TECHNOLOGY INC
0.26%
T
TJXTJX COMPANIES INC
0.26%
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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.