Fund comparison · from official SEC filings

JFQUX vs JFTUX: how much do they overlap?

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

JPMorgan Investor Balanced Fund and JPMorgan Investor Growth Fund

Fund A

Fund B

Holdings overlap

63%

of assets, by weight

Shared positions

of 26 / 24 holdings

JFQUX expense ratio

0.44%

net, per year

JFTUX expense ratio

0.48%

net, per year

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

Shared holdings

Company

JFQUX

JFTUX

JCBUXJPMORGAN CORE BOND-R6

23.03%

7.89%

JUEMXJPMORGAN US EQUITY-R6

8.37%

12.63%

JCPUXJPMORGAN CORE PLUS BOND-R6

12.24%

1.46%

JLGMXJPMORGAN LARGE CAP GROW-R6

5.09%

11.38%

JLVMXJPMORGAN LARGE CAP VALUE-R6

4.04%

10.04%

JIREJPMORGAN INT RES ENH EQTY

5.26%

8.01%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

5.19%

7.56%

JMSFXJPMORGAN INCOME FUND-R6

5.42%

0.49%

—JPMorgan U.S. GARP Equity Fund

3.56%

5.22%

JMEEJPM SMA & MID CAP EN EQ ET-U

3.02%

4.43%

JNEMXJPMORGAN INTL EQTY-R6

1.21%

4.42%

JGLOJPMORGAN GLBL SLCT EQ ETF

2.47%

3.33%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

3.21%

3.02%

OIEJXJPMORGAN EQUITY INCOME-R6

3.15%

3.13%

JEMWXJPMORGAN EMERG MRKT EQ-R6

0.96%

2.82%

JHYUXJPMORGAN HIGH YIELD-R6

2.71%

1.41%

EMRSXJPM EMG MRKT RES ENH EQ-R6

1.33%

2.51%

VEUVXJPMORGAN EUROPE DYNAMIC-R6

1.07%

2.35%

JMGMXJPMORGAN MID CAP GROWTH-R6

1.32%

1.75%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.55%

1.36%

MGMXXJPMORGAN US GOVT MMKT-IM

0.96%

1.14%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

1.06%

0.43%

VSENXJPMORGAN SMALL CAP EQTY-R6

0.45%

0.32%

Only in JFQUX

JPLDJPMORGAN LTD DURATION ETF

2.02%

JSDRXJPM SHRT DUR CORE PLUS-R6

1.46%

JFLXJPMORGAN FLEXIBLE DEBT ETF

0.85%

Only in JFTUX

IUENXJP MORGAN INTRNTL FOCUS-R6

2.90%

Hold JFQUX and JFTUX 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.