# Portfolio overlap — CPUIX vs CBRAX

Comparing **AAM Insight Select Income Fund** (2026-03-31) and **JPMorgan Corporate Bond Fund** (2026-02-28).

- Shared positions: 59
- AAM Insight Select Income Fund covered by JPMorgan Corporate Bond Fund: 0.06273839999518008370408986885
- JPMorgan Corporate Bond Fund covered by AAM Insight Select Income Fund: 0.06273839999518008370408986885

## AAM Insight Select Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BANK OF AMER CRP | 0.008078 |  |
| UNITED MEXICAN | 0.007327 |  |
| MORGAN STANLEY | 0.007265 |  |
| GOLDMAN SACHS GP | 0.006779 |  |
| METLIFE INC JR SUBORDINA 144A 04/68 9.25 | 0.006732 |  |
| GENERAL MOTORS C | 0.006589 |  |
| FORTRESS CREDIT OPPORTUNITIES IX CLO LTD | 0.006192 |  |
| BNS V7.35 04/27/85 | 0.005946 |  |
| Truist Financial Corp., Series N | 0.005793 |  |
| WELLS FARGO CO | 0.005757 |  |
| ABBOTT LABS | 0.005692 |  |
| CITGO PETROLEUM CORP SR SECURED 144A 01/29 8.375 | 0.005653 |  |
| ATHENE GLOBAL FUNDING SR SECURED 144A 08/35 5.543 | 0.005645 | ✓ |
| ALBERTSONS COS/SAFEWAY SR UNSECURED 144A 03/34 5.75 | 0.005126 |  |
| GE VERNOVA INC | 0.005107 |  |
| GEN MOTORS FIN | 0.005090 |  |
| PacifiCorp | 0.005084 |  |
| BANK OF AMER CRP | 0.005071 |  |
| BUNGE LTD FIN CP | 0.005044 |  |
| CONSTL ENRGY GEN | 0.005031 |  |
| CAPITAL ONE FINL | 0.004918 |  |
| JPMORGAN CHASE | 0.004827 |  |
| DUKE ENERGY COR | 0.004818 |  |
| LOWE'S COS INC | 0.004786 |  |
| BROADCOM INC | 0.004775 | ✓ |
| BANK OF AMER CRP | 0.004762 |  |
| Regatta XXII Funding Ltd., Series 2022-2A, Class A1R2 | 0.004710 |  |
| INDONESIA (REP) | 0.004694 |  |
| Churchill MMSLF CLO-IV Ltd. | 0.004693 |  |
| BALTIMORE GAS | 0.004690 |  |
| CON EDISON CO | 0.004625 |  |
| BANK5 2024-5YR12 | 0.004616 |  |
| AT&T INC | 0.004608 | ✓ |
| HONEYWELL AEROSP | 0.004601 |  |
| Voya CLO Ltd., Series 2019-1A, Class A1RR | 0.004477 |  |
| AGL CAPITAL CORP | 0.004442 |  |
| INTERNATIONAL GAME TECHNOLOGY PLC | 0.004346 |  |
| Royal Bank of Canada | 0.004342 |  |
| CSX CORP | 0.004340 |  |
| MF1 MULTIFAMILY HOUSING MORTGA MF1 2021 FL7 AS 144A | 0.004284 |  |
| BAYER US FIN II LLC 4.625% 06/25/2038 144A | 0.004210 |  |
| SAUDI INT BOND | 0.004205 |  |
| BP Capital Markets PLC | 0.004199 |  |
| FARMERS INSURANCE EXCHANGE 144A 4.747000% 11/01/2057 | 0.004147 |  |
| SLAM 2021-1 LTD / SLAM 2021-1 LLC 2.434% 06/15/2046 144A | 0.004100 |  |
| MARS INC | 0.004069 | ✓ |
| BROADCOM INC | 0.004059 |  |
| CITIZENS FIN GRP | 0.004034 |  |
| NGPL PIPECO LLC SR UNSECURED 144A 12/37 7.768 | 0.004022 |  |
| ERAC USA FINANCE LLC REGD P/P 7.00000000 | 0.004022 |  |

## JPMorgan Corporate Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, Institutional Class | 0.042652 |  |
| WELLS FARGO CO | 0.008985 |  |
| BANK OF AMER CRP | 0.006757 |  |
| GOLDMAN SACHS GP | 0.006390 |  |
| WELLS FARGO CO | 0.006320 |  |
| GFL ENVIRONMENTAL INC REGD 144A P/P 6.75000000 | 0.006230 |  |
| HSBC HOLDINGS | 0.006216 |  |
| SOUTHERN POWER | 0.006082 |  |
| DEUTSCHE BANK NY | 0.005839 |  |
| SANTANDER UK GRP | 0.005573 |  |
| GOLDMAN SACHS GP | 0.005554 |  |
| GLOBAL PAY INC | 0.005302 |  |
| GOLDMAN SACHS GP | 0.004929 |  |
| WELLS FARGO CO | 0.004678 |  |
| FOUNDRY JV HOLDC | 0.004669 |  |
| MORGAN STANLEY | 0.004277 |  |
| SANUK V4.858 09/11/30 | 0.004074 |  |
| AERCAP IRELAND | 0.004053 |  |
| KNTK 5.875 06/15/30 144A | 0.004021 |  |
| Avolon Holdings Funding Ltd. | 0.003990 |  |
| PUGET ENERGY | 0.003989 |  |
| EQT CORP SR UNSECURED 04/29 6.375 | 0.003942 |  |
| Morgan Stanley | 0.003911 |  |
| BARCLAYS PLC | 0.003907 |  |
| FORD MOTOR CRED | 0.003845 |  |
| SOLVENTUM CORP | 0.003809 |  |
| MORGAN STANLEY | 0.003802 |  |
| PHILIP MORRIS IN | 0.003781 |  |
| GOLDMAN SACHS GP | 0.003686 |  |
| MRVL 5.75 02/15/29 | 0.003630 |  |
| TRUIST FINANCIAL | 0.003546 |  |
| U.S. Treasury Bills | 0.003505 |  |
| PACIFIC GAS&ELEC | 0.003462 |  |
| PFIZER INVSTMNT | 0.003451 |  |
| ITC HOLDINGS CORP REGD 144A P/P 5.65000000 | 0.003449 |  |
| MARS INC | 0.003345 | ✓ |
| T-MOBILE USA INC | 0.003303 |  |
| PUB SVC OKLAHOMA | 0.003247 |  |
| ATHENE GLOBAL FU | 0.003225 |  |
| BANK OF AMER CRP | 0.003172 |  |
| CITIGROUP INC | 0.003168 |  |
| ET 6 02/01/29 144A | 0.003154 |  |
| EXPAND ENRGY | 0.003132 |  |
| BAT CAPITAL CORP | 0.003086 |  |
| NEVADA POWER CO | 0.003073 |  |
| Imperial Brands PLC 5.50 02/01/2030 | 0.003070 |  |
| COMCAST CORP | 0.003015 |  |
| MORGAN STANLEY | 0.003002 |  |
| BANK OF AMER CRP | 0.003000 |  |
| PHILIP MORRIS IN | 0.002993 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-245771` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1318342/000119312526245771/0001193125-26-245771-index.htm>
- N-PORT (fund B) — accession `0002071691-26-009322` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126009322/0002071691-26-009322-index.htm>

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