{
  "page": "compare",
  "query": {
    "a": "JDVCX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T18:47:10+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "JPMorgan Diversified Fund",
    "ticker": "JDVCX",
    "slug": "JDVCX",
    "series_id": "S000002766",
    "html_url": "https://fundwatcher.app/funds/JDVCX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2692955310292200957531732203",
    "coverage_b_by_a": "0.2692955310292200957531732203",
    "shared_count": 252,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
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        "name": "JPMorgan Core Bond R6",
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        "shared": false
      },
      {
        "name": "JPMorgan Income Fund, Class R6",
        "value": "25292695.08",
        "weight": "0.05270396",
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      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "15006033.63",
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        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "10839134.40",
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      },
      {
        "name": "JPMorgan Large Cap Value Fund, Class R6",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "JPMORGAN ACTIVE GROWTH ETF MUTUAL FUND",
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        "weight": "0.01760456",
        "shared": false
      },
      {
        "name": "JPMORGAN ACTIVE VALUE ETF MUTUAL FUND",
        "value": "8438445.75",
        "weight": "0.01758371",
        "shared": false
      },
      {
        "name": "JPMORGAN BETABUILDERS JAPAN MUTUAL FUND",
        "value": "7492928.85",
        "weight": "0.01561348",
        "shared": false
      },
      {
        "name": "JPMorgan Prime Money Market Fund, IM Shares",
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      },
      {
        "name": "APPLE INC",
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      },
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        "name": "US TREASURY N/B",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4761804.84",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4284771.65",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "BROADCOM INC",
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      {
        "name": "SHELL PLC",
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      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "US TREASURY N/B",
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      {
        "name": "ASML Holding NV",
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      {
        "name": "ALPHABET INC CL A",
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      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
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      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE CORPORATION",
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      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "2519304.03",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "2425375.44",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2319787.12",
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      {
        "name": "SAFRAN SA",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "MCDONALDS CORP",
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      {
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      {
        "name": "MUENCHENER RUE-R",
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      {
        "name": "WELLS FARGO & CO",
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      },
      {
        "name": "TESLA INC",
        "value": "2020089.50",
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      },
      {
        "name": "ABBVIE INC",
        "value": "1966544.58",
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      {
        "name": "RIO TINTO PLC",
        "value": "1939156.21",
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      {
        "name": "WALMART INC",
        "value": "1930938.36",
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      {
        "name": "JOHNSON&JOHNSON",
        "value": "1912498.56",
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      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "1863244.54",
        "weight": "0.00388256",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1845083.52",
        "weight": "0.00384472",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1745462.08",
        "weight": "0.00363713",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1738515.63",
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      {
        "name": "TSMC",
        "value": "1735035.75",
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      {
        "name": "WALT DISNEY CO/T",
        "value": "1709202.92",
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      {
        "name": "ENGIE",
        "value": "1660841.96",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1657374.60",
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      },
      {
        "name": "DBS GROUP HLDGS",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "1578340.64",
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    ],
    "b_top": [
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        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "MICROSOFT CORP",
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      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
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      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
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      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "JOHNSON&JOHNSON",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "ASML Holding NV",
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      {
        "name": "SS INST TREAS PLUS MM FUN",
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      },
      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "COSTCO WHOLESALE CORP",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "MICRON TECHNOLOGY INC",
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        "name": "PROCTER & GAMBLE",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      {
        "name": "ADV MICRO DEVICE",
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      {
        "name": "CATERPILLAR INC",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "ASTRAZENECA PLC",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
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      },
      {
        "name": "MERCK & CO",
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      },
      {
        "name": "Novartis AG (Registered)",
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      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
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      },
      {
        "name": "ROCHE HOLDING AG",
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      },
      {
        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
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      {
        "name": "RTX CORP",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
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      },
      {
        "name": "NESTLE SA (REG)",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
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      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
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      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012760",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012760/0002071691-26-012760-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}