Fund comparison · from official SEC filings
JPLD vs JSDCX: how much do they overlap?
JPMorgan Limited Duration Bond ETF and JPMorgan Short Duration Core Plus Fund
vs
Shared holdings
Company
JPLD
JSDCX
T
T 3.5 01.15.29US TREASURY N/B
1.42%
6.21%
T
T 3.5 01.31.28US TREASURY N/B
2.02%
0.01%
J
JIMXXJPM PRIME MMKT-IM
1.28%
1.16%
F
FR RA9453FR RA9453
0.54%
0.34%
F
FHR 5551 BAFHR 5551 BA
0.33%
0.48%
F
FN MA5558FN MA5558
0.45%
0.19%
A
ACAR 2025.3 CACAR 2025-3 C
0.44%
0.07%
M
MS V4.213 02.08.30 BKNTMORGAN STANLEY PVT BANK
0.40%
0.25%
C
CPS 2025.C CCPS 2025-C C
0.37%
0.21%
B
BAC V4.623 05.09.29BANK OF AMERICA CORP
0.35%
0.25%
F
FN MA5191FN MA5191
0.35%
0.21%
H
HGVT 2025.3EXT AHGVT 2025-3EXT A
0.34%
0.08%
L
LFT 2021.2A ALFT 2021-2A A
0.34%
0.06%
O
ORCL 4.95 02.04.31ORACLE CORP
0.26%
0.33%
O
OPTN 2026-A AOPTN 2026-A A
0.31%
0.04%
E
EART 2025-2A DEART 2025-2A D
0.31%
0.15%
E
EQH 4.95 06.09.30 144AEQUITABLE AMERICA GLOBAL
0.18%
0.30%
R
RCKT 2026-CES2 A1ARCKT 2026-CES2 A1A
0.19%
0.29%
L
LFT 2025-2A ALFT 2025-2A A
0.16%
0.28%
S
SDART 2024-4 DSDART 2024-4 D
0.27%
0.07%
A
APARK 2025-A A2APARK 2025-A A2
0.27%
0.14%
N
NWG 5.41 05.17.29 144ANATWEST MARKETS PLC
0.27%
0.11%
N
NWIDE 5.127 07.29.29 144ANATIONWIDE BLDG SOCIETY
0.27%
0.12%
A
ACAFP V5.23 01.09.29 144aCREDIT AGRICOLE SA
0.26%
0.14%
N
NWIDE V4.649 07.14.29 144ANATIONWIDE BLDG SOCIETY
0.26%
0.11%
Only in JPLD
T
T 3.625 08.31.27US TREASURY N/B
2.08%
T
T 3.75 06.30.27US TREASURY N/B
1.61%
T
T 3.375 02.29.28US TREASURY N/B
1.43%
T
T 3.375 11.30.27US TREASURY N/B
1.17%
C
CAS 2024-R05 2A1CAS 2024-R05 2A1
1.03%
P
PROG 2025-SFR5 APROG 2025-SFR5 A
0.80%
F
FNR 2024.10 FAFNR 2024-10 FA
0.78%
F
FN FA1254FN FA1254
0.71%
F
FN BZ3803FN BZ3803
0.71%
F
FR RR0002FR RR0002
0.68%
G
GNR 2025.65 FPGNR 2025-65 FP
0.60%
P
PROG 2024-SFR3 APROG 2024-SFR3 A
0.60%
F
FN FA3887FN FA3887
0.53%
F
FN MA4894FN MA4894
0.47%
G
G2 MB0203G2 MB0203
0.47%
D
DRIVE 2025-2 BDRIVE 2025-2 B
0.46%
F
FN FA1866FN FA1866
0.46%
F
FHR 5564 DAFHR 5564 DA
0.45%
C
CAS 2022-R03 1M2CAS 2022-R03 1M2
0.45%
F
FR RR0017FR RR0017
0.45%
C
C V4.786 03.04.29CITIGROUP INC
0.45%
C
CAALT 2025-2A ACAALT 2025-2A A
0.45%
F
FR QH2154FR QH2154
0.43%
F
FN MA5216FN MA5216
0.43%
F
FR SD8290FR SD8290
0.42%
Only in JSDCX
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
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%
G
GNR 2024.110 LCGNR 2024-110 LC
0.34%
F
FNR 2025.62 CAFNR 2025-62 CA
0.33%
L
LLOYDS V5.871 03.06.29LLOYDS BANKING GROUP PLC
0.31%
A
ACAFP V5.222 05.27.31 144aCREDIT AGRICOLE SA
0.31%
F
FNR 2025.22 BAFNR 2025-22 BA
0.30%
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Unwrap your portfolio →Other comparisons you might like
JSDCX vs JSCPJPMorgan Short Duration Core Plus ETF
51% overlap
JSDCX vs HLLVXJPMorgan Short Duration Bond Fund
18% overlap
JPLD vs HLLVXJPMorgan Short Duration Bond Fund
16% overlap
JPLD vs JSCPJPMorgan Short Duration Core Plus ETF
14% overlap
JSDCX vs JCPBJPMorgan Core Plus Bond ETF
13% overlap
JSDCX vs JPIEJPMorgan Income ETF
12% 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.