Fund comparison · from official SEC filings

JFLJX vs JFQUX: how much do they overlap?

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

JPMorgan Investor Conservative Growth Fund and JPMorgan Investor Balanced Fund

Fund A

Fund B

Holdings overlap

80%

of assets, by weight

Shared positions

of 26 / 26 holdings

JFLJX expense ratio

0.43%

net, per year

JFQUX expense ratio

0.44%

net, per year

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

Shared holdings

Company

JFLJX

JFQUX

JCBUXJPMORGAN CORE BOND-R6

35.32%

23.03%

JCPUXJPMORGAN CORE PLUS BOND-R6

16.30%

12.24%

JUEMXJPMORGAN US EQUITY-R6

4.01%

8.37%

JMSFXJPMORGAN INCOME FUND-R6

6.68%

5.42%

JIREJPMORGAN INT RES ENH EQTY

4.11%

5.26%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

2.50%

5.19%

JLGMXJPMORGAN LARGE CAP GROW-R6

2.70%

5.09%

JLVMXJPMORGAN LARGE CAP VALUE-R6

1.70%

4.04%

JPLDJPMORGAN LTD DURATION ETF

4.01%

2.02%

—JPMorgan U.S. GARP Equity Fund

2.21%

3.56%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

2.28%

3.21%

OIEJXJPMORGAN EQUITY INCOME-R6

2.33%

3.15%

JMEEJPM SMA & MID CAP EN EQ ET-U

0.94%

3.02%

JHYUXJPMORGAN HIGH YIELD-R6

2.89%

2.71%

JGLOJPMORGAN GLBL SLCT EQ ETF

1.47%

2.47%

JSDRXJPM SHRT DUR CORE PLUS-R6

2.01%

1.46%

JMGMXJPMORGAN MID CAP GROWTH-R6

1.36%

1.32%

EMRSXJPM EMG MRKT RES ENH EQ-R6

1.09%

1.33%

JNEMXJPMORGAN INTL EQTY-R6

0.98%

1.21%

VEUVXJPMORGAN EUROPE DYNAMIC-R6

0.52%

1.07%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

1.02%

1.06%

JFLXJPMORGAN FLEXIBLE DEBT ETF

0.97%

0.85%

JEMWXJPMORGAN EMERG MRKT EQ-R6

0.74%

0.96%

MGMXXJPMORGAN US GOVT MMKT-IM

0.90%

0.96%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.52%

0.55%

Only in JFLJX

Nothing exclusive.

Only in JFQUX

Nothing exclusive.

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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.