Fund comparison · from official SEC filings
JIVAX vs SPTM: how much do they overlap?
JPMorgan U.S. Applied Data Science Value Fund and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
Shared holdings
Company
JIVAX
SPTM
M
MSFTMICROSOFT CORP
1.22%
4.50%
A
AMZNAMAZON.COM INC
2.48%
3.34%
W
WFCWELLS FARGO & CO
2.42%
0.40%
G
GOOGALPHABET INC-CL C
1.81%
2.20%
B
BACBANK OF AMERICA CORP
2.14%
0.53%
E
EXMOCEXXON MOBIL CORP
2.10%
1.16%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.09%
1.44%
M
METAMETA PLATFORMS INC-CLASS A
1.74%
2.05%
P
PMPHILIP MORRIS INTERNATIONAL
2.05%
0.42%
M
MSMORGAN STANLEY
1.71%
0.33%
T
TRVTRAVELERS COS INC/THE
1.59%
0.10%
E
ETNEATON CORP PLC
1.53%
0.22%
L
LLOEWS CORP
1.44%
0.03%
C
COPCONOCOPHILLIPS
1.40%
0.26%
B
BLKBLACKROCK INC
1.37%
0.23%
P
PHPARKER HANNIFIN CORP
1.32%
0.19%
R
RTXRTX CORP
1.29%
0.42%
N
NEENEXTERA ENERGY INC
1.26%
0.32%
T
TAT&T INC
1.24%
0.33%
U
UNHUNITEDHEALTH GROUP INC
1.24%
0.40%
D
DEDEERE & CO
1.21%
0.23%
C
CMCSACOMCAST CORP-CLASS A
1.20%
0.17%
T
TXNTEXAS INSTRUMENTS INC
1.19%
0.29%
L
LOWLOWE'S COS INC
1.18%
0.22%
M
MDTMEDTRONIC PLC
1.17%
0.18%
Only in JIVAX
L
LNGCHENIERE ENERGY INC
0.89%
?
—Honeywell International, Inc.
0.81%
S
SSNCSS&C TECHNOLOGIES HOLDINGS
0.57%
?
—AMCOR PLC
0.56%
J
JIMXXJPM PRIME MMKT-IM
0.41%
?
—DUPONT DE NEMOURS, INC.
0.40%
M
MRVLMARVELL TECHNOLOGY INC
0.17%
Only in SPTM
N
NVDANVIDIA CORP
6.95%
A
AAPLAPPLE INC
6.11%
G
GOOGLALPHABET INC-CL A
2.74%
A
AVGOBROADCOM INC
2.41%
T
TSLATESLA INC
1.71%
J
JPMJPMORGAN CHASE & CO
1.30%
L
LLYELI LILLY & CO
1.20%
V
VVISA INC-CLASS A SHARES
0.84%
C
COSTCOSTCO WHOLESALE CORP
0.72%
N
NFLXNETFLIX INC
0.66%
C
CVXCHEVRON CORP
0.64%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.55%
C
CATCATERPILLAR INC
0.54%
H
HDHOME DEPOT INC
0.54%
C
CSCOCISCO SYSTEMS INC
0.50%
G
GEGENERAL ELECTRIC
0.49%
A
AMATAPPLIED MATERIALS INC
0.44%
O
ORCLORACLE CORP
0.41%
G
GEVGE VERNOVA INC
0.39%
I
IBMINTL BUSINESS MACHINES CORP
0.37%
V
VZVERIZON COMMUNICATIONS INC
0.35%
I
INTCINTEL CORP
0.34%
K
KLACKLA CORP
0.32%
A
AMGNAMGEN INC
0.31%
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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.