Fund comparison · from official SEC filings
JTFCX vs MFSM: how much do they overlap?
JPMorgan Tax Free Bond Fund and MFS Active Intermediate Muni Bond ETF
vs
Shared holdings
Company
JTFCX
MFSM
A
AL BBEUTL 03.01.2055BLACK BELT ENERGY-D
0.86%
0.27%
A
AL BBEUTL 5 12.01.2034BLACK BELT ENERGY-A
0.80%
0.42%
C
CA CCEDEV 5.25 02.01.2036CA CMNTY CHOICE-C
0.57%
0.11%
C
CA CCEDEV 10.01.2056CA CMNTY CHOICE FIN-E
0.52%
0.27%
N
NM SFEMFH 12.10.2049SANTA FE CO HSG REV
0.22%
0.51%
C
CA CCEDEV 5 03.01.2036CA CMNTY CHOICE-B
0.49%
0.16%
K
KY KYSPWR 5 12.01.2033KENTUCKY PUB ENGY-B
0.22%
0.38%
G
GA MAIUTL 05.01.2055MAIN STREET NATURAL-E
0.38%
0.27%
T
TX GPTTRN 5 10.01.2043GRAND PKWY TRANSPRTN
0.17%
0.31%
P
PR PRC 5.62 07.01.2027RESTRUCTURED-SER A1
0.23%
0.31%
A
AL BLWPOL 06.01.2055BALDWIN CO-A
0.29%
0.10%
T
TX TXSUTL 01.01.2055TEXAS GAS ACQ & SPLY
0.21%
0.27%
C
CO COSMED 5 12.01.2035CO ST HLTH FACS-A
0.12%
0.27%
A
AL SEEPWR 5 11.01.2035SE ENERGY AUTH-A
0.06%
0.26%
S
SC SCSENV 3.95 04.01.2033SC JOBS ECO DEV-A-AMT
0.22%
0.11%
T
TX HOUAPT 5.25 07.15.2034HOUSTON-B-AMT-REV
0.22%
0.16%
N
NH NFADEV 01.20.2041NATIONAL FIN-A-1
0.19%
0.10%
I
IA PEFUTL 5 04.01.2035PEFA INC-A-REF-REV
0.12%
0.11%
S
SC SCSDEV 03.01.2062SC JOBS ECON DEV AUTH
0.11%
0.10%
G
GA ATLMFH 02.01.2029ATLANTA URBAN RSDL
0.11%
0.10%
Only in JTFCX
J
JINXXJPM PRIME MMKT-INST
6.63%
W
WI UNVMED 04.01.2048UNIV HOSPS & CLINIC-C
1.52%
T
TN TGYPWR 12.01.2051TENNERGY CORP-A
1.14%
L
LA LASGEN 05.01.2043LOUISIANA GAS & FUEL
1.12%
N
NC UNCHGR 02.15.2031UNIV NC HOSP UPDT-A
0.89%
C
CA MSAHGR 0 08.01.2043MT SAN ANTONIO CCD-A
0.83%
N
NY PORTRN 6.12 06.01.2094PORT AUTH CONS 93RD
0.82%
G
GA MAIUTL 12.01.2053MAIN ST NAT GAS-E-1
0.81%
N
NJ NJSTRN 0 12.15.2036NJ TRN TR FD-A-CABS
0.79%
G
GA MAIUTL 05.01.2052MAIN STREET NTRL GAS
0.74%
I
IL ILS 5 03.01.2033ILLINOIS ST
0.73%
O
OR PORUTL 5 12.01.2040PORTLAND -REV
0.73%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
0.68%
N
NY LSLPWR 09.01.2049LONG ISLAND PWR-B
0.67%
A
AL SEEPWR 01.01.2054SE ENERGY AUTH-B
0.65%
C
CA SDGAPT 5 07.01.2048SAN DIEGO ARPT-SER B
0.63%
O
OH BUCGEN 5 06.01.2055BUCKEYE OH TOBACCO-B2
0.60%
N
NY NYSHGR 5 03.15.2049DASNY-B-REF
0.58%
N
NY NYSPWR 5.12 11.15.2058NEW YORK ST PWR AUT-A
0.58%
O
OH CUY 5 12.01.2051CUYAHOGA CO
0.58%
N
NY NYCGEN 5 08.01.2040NYC TRANS FIN AUTH-A1
0.58%
D
DC DCTGEN 5 07.01.2043WASHINGTON DC MET
0.57%
P
PA PAS 4 08.15.2042PENNSYLVANIA CMWLTH-B
0.56%
C
CA CASDEV 3.25 08.01.2029CA INFRA & ECON DEV-A
0.56%
V
VA VASFAC 4 08.01.2031VIRGINIA ST PUBLIC BL
0.56%
Only in MFSM
G
GVMXXSTATE ST INST US GOV MM-PREM
4.54%
M
MO MOSMED 5 04.01.2036MO HLTH & EDUCTNL-A
0.86%
O
OK OKCGEN 5 06.01.2034OK PUB PROPERTY AUTH
0.86%
I
IL RHLSCD 5 12.01.2038RICHLAND ETC CUSD#1
0.74%
F
FL PASPOL 5 10.01.2038PASCO COUNTY-AMT-A
0.73%
P
PA WCOFAC 5.12 11.15.2046W CORNWALL TWP MUNI-A
0.70%
G
GA PAUMED 5 04.01.2036PAULDING CO HOSP-A
0.57%
M
MN SUDMED 5 05.01.2036ST CLOUD-REF-REV
0.57%
C
CO CHRSCD 5.25 12.15.2042CHERRY CREEK SD#5
0.57%
N
NY RCRPWR 5 04.01.2038RENSSELAER CO CAPITAL
0.57%
A
AZ MARDEV 5 01.01.2034MARICOPA CO INDL-A
0.57%
K
KY KYSMED 08.15.2055KENTUCKY BOND DEV-A
0.56%
O
OK MCREDU 5 09.01.2036MCCURTAIN CO EDU FACS
0.56%
T
TX AUSAPT 5 11.15.2034AUSTIN-B-REV-AMT
0.56%
N
NY TRYGEN 5 09.01.2036TROY CAPITAL RESOURCE
0.56%
F
FL BREMED 5 07.01.2036BREVARD CO HLTH-A
0.56%
L
LA STTMED 07.01.2056ST TAMMANY PSH DT#1-A
0.56%
L
LA RUSGEN 5 06.01.2036RUSTON-REV-REF
0.56%
T
TX PHA 5 08.15.2039PHARR-CTFS OBLIG
0.56%
F
FL MMBMED 5 11.15.2039MIAMI BEACH HLTH-A
0.56%
I
IN MADEDU 5 07.15.2038MADISON CONSOL SBC
0.56%
T
TX HOUFAC 5 09.01.2039HOUSTON-C-REV-REF
0.56%
N
NY GENDEV 5 02.01.2039GENEVA DEV CORP-REF
0.55%
I
IL ILSGEN 5 04.01.2039IL FIN AUTH
0.55%
K
KS SEDSCD 5 09.01.2039SEDGWICK CO USD#263-A
0.55%
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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.