# Portfolio overlap — CLMAX vs JSOSX Comparing **Columbia Mortgage Opportunities Fund** (2026-02-28) and **JPMorgan Strategic Income Opportunities Fund** (2026-02-28). - Shared positions: 3 - Columbia Mortgage Opportunities Fund covered by JPMorgan Strategic Income Opportunities Fund: 0.1118682386930602152668911300 - JPMorgan Strategic Income Opportunities Fund covered by Columbia Mortgage Opportunities Fund: 0.1118682386930602152668911300 ## Columbia Mortgage Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | FNCL 6 3/24 | 0.102651 | ✓ | | Uniform Mortgage-Backed Security, TBA | 0.101057 | ✓ | | Uniform Mortgage-Backed Security, TBA | 0.089960 | | | FNCL 5 3/24 | 0.055472 | | | Ginnie Mae | 0.050182 | | | COLUMBIA SHORT TERM CASH FUND | 0.032311 | | | Uniform Mortgage-Backed Security, TBA | 0.029906 | | | FNCL 5.5 3/25 | 0.012899 | | | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.006686 | | | STACR 2021-DNA5 B2 | 0.005978 | | | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.005801 | | | FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5513 | 0.005763 | | | Madison Park Funding XLII Ltd | 0.005711 | | | Freddie Mac REMICS | 0.005261 | | | FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_25-5563 | 0.005197 | | | Cayuga Park CLO Ltd., Series 2020-1A, Class AR2 | 0.005178 | | | FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-86 | 0.005085 | | | GITST 2025-NPL2 A1 | 0.004995 | | | UMBS, 30 Year | 0.004470 | | | POINT SECURITIZATION TRUST PNT_26-1 | 0.004352 | | | Freddie Mac Pool | 0.004349 | | | FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-12 | 0.004277 | | | Center Street Lending Resi-Investor ABS Mortgage Trust, Series 2026-RTL1, Class A1 | 0.004260 | | | Pagaya AI Debt Grantor Trust 2026-1 | 0.004077 | | | Freddie Mac Pool | 0.003917 | | | ASP WHCO PARTICIPATION LP ASPWP-29-1A | 0.003809 | | | STACR 2020-DNA6 B2 144A FRN 12-25-50 | 0.003775 | | | STACR 2020-HQA5 B2 144A FRN 11-25-50 | 0.003675 | | | Knock Issuer Trust 2025-1 | 0.003646 | | | ITASCA PARK LLC | 0.003639 | | | Freddie Mac REMICS | 0.003576 | | | FNMA UMBS, 30 Year | 0.003550 | | | Easy Street Mortgage Loan Trust, Series 2025-RTL2, Class A1 | 0.003548 | | | NRZT 2025-NQM4 A1 | 0.003434 | | | Freddie Mac REMICS | 0.003333 | | | STACR 2021-DNA1 B2 | 0.003318 | | | MSRM 2025-NQM7 A1 | 0.003296 | | | Freddie Mac REMICS | 0.003251 | | | MFRA 2024-NPL1 A1 | 0.003218 | | | FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-1 | 0.003204 | | | RCO IX MORTGAGE LLC 2025-4 SER 2025-4 CL A1 V/R REGD 144A P/P 5.30990000 | 0.003189 | | | Elmwood CLO 19 Ltd., Series 2022-6A, Class AR2 | 0.003174 | | | Saluda Grade Alternative Mortgage Trust 2025-FIG6 | 0.003170 | | | HOMES Trust, Series 2026-INV1, Class A1D | 0.003007 | | | STRUCTURED AGENCY CREDIT RISK STACR_20-CS01 | 0.002937 | | | NRZT 2025-NQM5 A1 144A FRN 08-25-65 | 0.002906 | | | J.P. Morgan Mortgage Trust, Series 2025-VIS3, Class A1 | 0.002862 | | | NYMT Trust, Series 2024-RR1, Class A | 0.002805 | | | GCAT Trust, Series 2025-NQM5, Class A1 | 0.002792 | ✓ | | HTAP Trust Series 2024-2, Class A | 0.002772 | | ## JPMorgan Strategic Income Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Prime Money Market Fund, IM Shares | 0.442537 | | | FNCL 6 3/24 | 0.112420 | ✓ | | FNCL 6 4/26 | 0.033488 | | | Uniform Mortgage-Backed Security, TBA | 0.008028 | ✓ | | U.S. Secured Overnight Financing Rate | 0.005736 | | | KEURIG DR PEPPER INC REGD V/R 4.63613700 | 0.004895 | | | GS F 05/21/27 | 0.004446 | | | Nordea Bank Abp (pfd) 6.63% 09/26/2174 Perpetual | 0.004386 | | | PUBLIC STORAGE | 0.004261 | | | ORACLE CORP VARIABLE RATE 08/03/2028 | 0.003891 | | | GS F 10/28/27 GMTN | 0.003678 | | | NATIONAL SECURITIES CLEARING CORP | 0.003516 | | | MERCEDES-BENZ FIN NA REGD V/R 144A P/P 4.69612100 | 0.003496 | | | KEURIG DR PEPPER INC REGD V/R 5.02405700 | 0.003367 | | | NEXTERA ENERGY CAPITAL HOLDINGS INC VARIABLE RATE 02/04/2028 | 0.003359 | | | CITIBANK NA SR UNSECURED 04/26 VAR | 0.003331 | | | WALT DISNEY CO/THE FRN SOFRINDX+47 03/14/2029 | 0.003258 | | | GSK Float 03/12/27 | 0.003257 | | | UNITEDHEALTH GRP. INC FRN | 0.003256 | | | ROYAL BANK OF CANADA SR UNSECURED 07/26 VAR | 0.003253 | | | RY Float 07/23/27 | 0.003249 | | | UBS AG STAMFORD CT SR UNSECURED 05/27 VAR | 0.003238 | | | National Rural Utilities Cooperative Finance Corp. | 0.003207 | | | WALMART INC SR UNSECURED 04/27 VAR | 0.003164 | | | AMERICAN EXPRESS CO SR UNSECURED 02/28 VAR | 0.003069 | | | HNDA F 03/08/27 MTN | 0.002956 | | | GEORGIA POWER CO VARIABLE RATE 09/15/2026 | 0.002939 | | | ROYAL BANK OF CANADA SR UNSECURED 04/26 VAR | 0.002921 | | | AMERICAN EXPRESS CO SR UNSECURED 04/27 VAR | 0.002909 | | | AMERICAN HONDA FINANCE CORP FRN SOFR+55 05/11/2026 | 0.002906 | | | HSBC USA INC SR UNSECURED 03/27 VAR | 0.002769 | | | Citigroup Inc. | 0.002718 | | | RABOBANK NEDERLAND NY BRH FRN SOFRINDX+71 03/05/2027 | 0.002658 | | | TOYOTA MOTOR CREDIT CORP SR UNSECURED 05/26 VAR | 0.002635 | | | MERCEDES BENZ FIN NA COMPANY GUAR 144A 11/27 VAR | 0.002520 | | | CATERPILLAR FINL SVCS CORP FRN SOFR+69 10/16/2026 | 0.002497 | | | CITIBANK NA SR UNSECURED 08/26 VAR | 0.002445 | | | Abbott Laboratories | 0.002445 | | | Citigroup Inc. | 0.002433 | | | WELLS FARGO + COMPANY SR UNSECURED 01/28 VAR | 0.002433 | | | BMW US CAPITAL LLC COMPANY GUAR 144A 04/26 VAR | 0.002419 | | | CVX Float 02/26/27 | 0.002408 | | | PAYPAL HOLDINGS INC FRN SOFR+67 03/06/2028 | 0.002293 | | | Toyota Motor Credit Corp. | 0.002262 | | | NATIONAL AUSTRALIA BANK LTD FRN SOFR+60 10/26/2027 144A | 0.002249 | | | Toyota Motor Credit Corp., Series B | 0.002246 | | | MS F 04/13/28 MTN | 0.002239 | | | MERCEDES BENZ FIN NA COMPANY GUAR 144A 04/27 VAR | 0.002231 | | | BANK OF MONTREAL SR UNSECURED 09/27 VAR | 0.002196 | | | CONSOLIDATED EDISON CO OF NY FRN SOFRINDX+52 11/18/2027 | 0.002173 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-040877` (as of 2026-02-28) - N-PORT (fund B) — accession `0002071691-26-009291` (as of 2026-02-28) --- _Informational only — not investment advice. 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