Fund comparison · from official SEC filings
JPIE vs JSDCX: how much do they overlap?
JPMorgan Income ETF and JPMorgan Short Duration Core Plus Fund
vs
Shared holdings
Company
JPIE
JSDCX
J
JIMXXJPM PRIME MMKT-IM
3.02%
1.16%
C
CART1 2026.4 CERTCART1 2026-4 CERT
0.82%
0.27%
C
CART1 2026.5 CERTCART1 2026-5 CERT
0.59%
0.12%
C
CART1 2026.3 CERTCART1 2026-3 CERT
0.40%
0.16%
M
MCAS 2020-01 M10MCAS 2020-01 M10
0.31%
0.10%
L
LFT 2025-2A ALFT 2025-2A A
0.07%
0.28%
?
—Jonah LLC
0.24%
0.14%
M
MCAS 2019.01 M10MCAS 2019-01 M10
0.23%
0.05%
E
ECUA 9.25 01.29.39 144AREPUBLIC OF ECUADOR
0.23%
0.10%
M
MFCC 2026-1A AMFCC 2026-1A A
0.09%
0.22%
A
ACAR 2026.1 DACAR 2026-1 D
0.22%
0.11%
?
—CFIN 2022-RTL1 Issuer LLC
0.13%
0.22%
?
—Liberty 2026- Srt Frn
0.21%
0.18%
?
—Al 2026-1b (R) Eec oct29
0.12%
0.19%
C
CHTR 4.75 03.01.30 144ACCO HLDGS LLC/CAP CORP
0.18%
0.10%
A
ACAR 2025.3 DACAR 2025-3 D
0.18%
0.13%
A
AVOL 5.75 03.01.29 144AAVOLON HOLDINGS FNDG LTD
0.03%
0.18%
E
EART 2025-3A DEART 2025-3A D
0.04%
0.17%
?
—Grit Parent, Inc.
0.17%
0.10%
E
EART 2025-4A DEART 2025-4A D
0.04%
0.16%
A
ARGENT 4.125 07.09.35REPUBLIC OF ARGENTINA
0.16%
0.07%
A
ACAR 2025.3 CACAR 2025-3 C
0.15%
0.07%
S
SDART 2025-2 DSDART 2025-2 D
0.03%
0.15%
?
—BCAP LLC Trust
0.08%
0.15%
H
HSBC V5.546 03.04.30HSBC HOLDINGS PLC
0.02%
0.15%
Only in JPIE
G
G2 MB0814G2 MB0814
2.39%
G
G2 MB0872G2 MB0872
1.80%
G
G2 MB1072G2 MB1072
1.60%
F
FN MA5945FN MA5945
1.22%
F
FR SL3192FR SL3192
0.98%
G
G2SF 6 6.11G2SF 6 6/11
0.97%
G
G2SF 4.5 6.11G2SF 4.5 6/11
0.96%
F
FR RQ0085FR RQ0085
0.85%
F
FN FA3423FN FA3423
0.75%
F
FR RQ0103FR RQ0103
0.68%
G
G2SF 6.5 6.11G2SF 6.5 6/11
0.67%
S
STACR 2020-DNA5 B2STACR 2020-DNA5 B2
0.66%
G
G2 788132G2 788132
0.65%
G
G2SF 5.5 6.11G2SF 5.5 6/11
0.62%
G
GNR 2026.23 AGNR 2026-23 A
0.61%
G
G2 787839G2 787839
0.60%
F
FN FA2900FN FA2900
0.57%
G
G2 787933G2 787933
0.56%
G
G2 786958G2 786958
0.53%
G
GNR 2026.16 ACGNR 2026-16 AC
0.49%
G
G2 788375G2 788375
0.47%
G
G2 MB1144G2 MB1144
0.46%
F
FN DD8503FN DD8503
0.43%
G
G2 MB1218G2 MB1218
0.39%
G
G2 787885G2 787885
0.37%
Only in JSDCX
T
T 3.5 01.15.29US TREASURY N/B
6.21%
T
T 3.875 07.15.28US TREASURY N/B
3.00%
T
T 3.5 10.15.28US TREASURY N/B
2.40%
T
T 3.375 09.15.28US TREASURY N/B
1.25%
T
T 3.625 08.15.28US TREASURY N/B
1.21%
F
FHR 5564 BAFHR 5564 BA
0.83%
F
FR SL0768FR SL0768
0.73%
T
T 3.875 06.15.28US TREASURY N/B
0.70%
F
FR SD4893FR SD4893
0.69%
F
FNR 2022.42 EAFNR 2022-42 EA
0.59%
F
FNR 2025.51 AFNR 2025-51 A
0.58%
F
FR SD8343FR SD8343
0.48%
F
FHR 5551 BAFHR 5551 BA
0.48%
F
FN FA0565FN FA0565
0.44%
G
GS V2.64 02.24.28GOLDMAN SACHS GROUP INC
0.43%
G
GNR 2025.1 GCGNR 2025-1 GC
0.39%
G
GNR 2024.151 HBGNR 2024-151 HB
0.36%
B
BPCEGP V5.716 01.18.30 144ABPCE SA
0.36%
C
CM V4.283 01.29.30CANADIAN IMPERIAL BANK
0.35%
F
FR SD8342FR SD8342
0.35%
T
T 3.5 12.15.28US TREASURY N/B
0.35%
C
CRBG 4.55 01.09.31 144ACOREBRIDGE GLOB FUNDING
0.35%
F
FR RA9453FR RA9453
0.34%
G
GNR 2024.110 LCGNR 2024-110 LC
0.34%
O
ORCL 4.95 02.04.31ORACLE CORP
0.33%
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Unwrap your portfolio →Other comparisons you might like
JSDCX vs JSCPJPMorgan Short Duration Core Plus ETF
51% overlap
JPIE vs JGCGXJPMorgan Income Fund
48% overlap
JPIE vs JFLXJPMorgan Flexible Debt ETF
24% overlap
JSDCX vs HLLVXJPMorgan Short Duration Bond Fund
18% overlap
JPIE vs JNBAXJPMorgan Income Builder Fund
17% overlap
JPIE vs JSCPJPMorgan Short Duration Core Plus ETF
13% overlap
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.