Fund comparison · from official SEC filings
JDSCX vs JPSV: how much do they overlap?
JPMorgan Small Cap Blend Fund and JPMorgan Active Small Cap Value ETF
vs
JDSCX and JPSV are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JDSCX
JPSV
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
2.45%
0.92%
W
WLYWILEY (JOHN) & SONS-CLASS A
0.89%
1.78%
M
MAXMEDIAALPHA INC-CLASS A
0.83%
1.65%
E
ENSGENSIGN GROUP INC/THE
0.83%
1.65%
O
ONBOLD NATIONAL BANCORP
0.83%
1.65%
M
MGYMAGNOLIA OIL & GAS CORP - A
0.80%
1.59%
S
SIGISELECTIVE INSURANCE GROUP
0.77%
1.54%
R
RDNRADIAN GROUP INC
0.73%
1.46%
S
SCSCSCANSOURCE INC
0.73%
1.45%
L
LIVNLIVANOVA PLC
0.72%
1.43%
C
CARSCARS.COM INC
0.71%
1.42%
F
FULH.B. FULLER CO.
0.70%
1.40%
O
OGSONE GAS INC
0.70%
1.39%
S
STGWSTAGWELL INC
0.69%
1.38%
S
SANMSANMINA CORP
0.69%
1.37%
M
MTDRMATADOR RESOURCES CO
0.68%
1.36%
D
DFINDONNELLEY FINANCIAL SOLUTION
0.68%
1.36%
Q
QCRHQCR HOLDINGS INC
0.67%
1.34%
N
NSITINSIGHT ENTERPRISES INC
0.67%
1.33%
P
PFSPROVIDENT FINANCIAL SERVICES
0.66%
1.32%
S
SAFTSAFETY INSURANCE GROUP INC
0.66%
1.32%
W
WSBCWESBANCO INC
0.61%
1.22%
S
SSBSOUTHSTATE BANK CORP
0.60%
1.20%
R
RALRALLIANT CORP
0.57%
1.15%
K
KGSKODIAK GAS SERVICES INC
0.57%
1.14%
Only in JDSCX
F
FNFABRINET
1.16%
D
DOCNDIGITALOCEAN HOLDINGS INC
0.98%
N
NXTNEXTPOWER INC-CL A
0.85%
S
SPXCSPX TECHNOLOGIES INC
0.81%
F
FCFSFIRSTCASH HOLDINGS INC
0.81%
M
MODMODINE MANUFACTURING CO
0.80%
B
BEBLOOM ENERGY CORP- A
0.80%
V
VICRVICOR CORP
0.68%
V
VSECVSE CORP
0.66%
M
MANEVERADERMICS INC
0.66%
A
APGEAPOGEE THERAPEUTICS INC
0.65%
S
STRLSTERLING INFRASTRUCTURE INC
0.63%
R
RUSHARUSH ENTERPRISES INC-CL A
0.59%
M
MKSIMKS INC
0.58%
C
CHEFCHEFS' WAREHOUSE INC/THE
0.57%
S
SNEXSTONEX GROUP INC
0.55%
P
PRIMPRIMORIS SERVICES CORP
0.54%
?
—Nuvalent, Inc.
0.52%
T
TRNOTERRENO REALTY CORP
0.51%
X
XENEXENON PHARMACEUTICALS INC
0.51%
A
ALGMALLEGRO MICROSYSTEMS INC
0.50%
A
ABCBAMERIS BANCORP
0.49%
R
RYTMRHYTHM PHARMACEUTICALS INC
0.49%
S
SIONSIONNA THERAPEUTICS INC
0.49%
B
BYDBOYD GAMING CORP
0.49%
Only in JPSV
Nothing exclusive.
Hold JDSCX and JPSV 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.