Fund comparison · from official SEC filings

JFBUX vs JFLJX: how much do they overlap?

Name: JFBUX vs JFLJX holdings overlap
Creator: Unwrap.Fund

JPMorgan Investor Growth & Income Fund and JPMorgan Investor Conservative Growth Fund

Fund A

Fund B

Holdings overlap

64%

of assets, by weight

Shared positions

of 26 / 26 holdings

JFBUX expense ratio

0.47%

net, per year

JFLJX expense ratio

0.43%

net, per year

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

Shared holdings

Company

JFBUX

JFLJX

JCBUXJPMORGAN CORE BOND-R6

16.60%

35.32%

JCPUXJPMORGAN CORE PLUS BOND-R6

7.79%

16.30%

JUEMXJPMORGAN US EQUITY-R6

9.86%

4.01%

JLGMXJPMORGAN LARGE CAP GROW-R6

9.17%

2.70%

JLVMXJPMORGAN LARGE CAP VALUE-R6

7.09%

1.70%

JMSFXJPMORGAN INCOME FUND-R6

4.32%

6.68%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

6.46%

2.50%

JIREJPMORGAN INT RES ENH EQTY

5.68%

4.11%

JPLDJPMORGAN LTD DURATION ETF

0.01%

4.01%

JMEEJPM SMA & MID CAP EN EQ ET-U

3.80%

0.94%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

3.53%

2.28%

—JPMorgan U.S. GARP Equity Fund

3.45%

2.21%

OIEJXJPMORGAN EQUITY INCOME-R6

3.45%

2.33%

JHYUXJPMORGAN HIGH YIELD-R6

2.74%

2.89%

JGLOJPMORGAN GLBL SLCT EQ ETF

2.85%

1.47%

JSDRXJPM SHRT DUR CORE PLUS-R6

0.99%

2.01%

JNEMXJPMORGAN INTL EQTY-R6

1.98%

0.98%

JEMWXJPMORGAN EMERG MRKT EQ-R6

1.68%

0.74%

EMRSXJPM EMG MRKT RES ENH EQ-R6

1.66%

1.09%

JMGMXJPMORGAN MID CAP GROWTH-R6

1.46%

1.36%

VEUVXJPMORGAN EUROPE DYNAMIC-R6

1.38%

0.52%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

0.51%

1.02%

MGMXXJPMORGAN US GOVT MMKT-IM

1.02%

0.90%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.68%

0.52%

VSENXJPMORGAN SMALL CAP EQTY-R6

0.50%

0.46%

Only in JFBUX

IUENXJP MORGAN INTRNTL FOCUS-R6

1.35%

Only in JFLJX

JFLXJPMORGAN FLEXIBLE DEBT ETF

0.97%

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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.