# Portfolio overlap — JCBZX vs LUTAX Comparing **JPMorgan Core Bond Fund** (2026-02-28) and **Columbia U.S. Treasury Index Fund** (2026-01-31). - Shared positions: 83 - JPMorgan Core Bond Fund covered by Columbia U.S. Treasury Index Fund: 0.1504535437453253539125508022 - Columbia U.S. Treasury Index Fund covered by JPMorgan Core Bond Fund: 0.1504535437453253539125508019 ## JPMorgan Core Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.025224 | ✓ | | JPMorgan Prime Money Market Fund, Institutional Class | 0.019750 | | | US TREASURY N/B | 0.018175 | ✓ | | US TREASURY N/B | 0.015266 | ✓ | | US TREASURY N/B | 0.013748 | ✓ | | US TREASURY N/B | 0.011206 | ✓ | | US TREASURY N/B | 0.008744 | ✓ | | U.S. Treasury STRIPS Coupon | 0.008603 | | | US TREASURY N/B | 0.008548 | ✓ | | U.S. Treasury STRIPS Coupon | 0.006952 | | | U.S. Treasury STRIPS Coupon | 0.006557 | | | US TREASURY N/B | 0.006166 | ✓ | | US TREASURY N/B | 0.005951 | ✓ | | US TREASURY N/B | 0.005234 | ✓ | | US TREASURY N/B | 0.005006 | ✓ | | US TREASURY N/B | 0.004956 | ✓ | | US TREASURY N/B | 0.004919 | | | US TREASURY N/B | 0.004894 | ✓ | | Uniform Mortgage-Backed Security, TBA | 0.004851 | | | US TREASURY N/B | 0.004640 | ✓ | | US TREASURY N/B | 0.004551 | | | US TREASURY N/B | 0.004285 | ✓ | | US TREASURY N/B | 0.004273 | ✓ | | US TREASURY N/B | 0.004245 | ✓ | | U.S. Treasury STRIPS Coupon | 0.004185 | | | U.S. Treasury STRIPS Coupon | 0.004009 | | | US TREASURY N/B | 0.003855 | ✓ | | US TREASURY N/B | 0.003652 | ✓ | | US TREASURY N/B | 0.003276 | ✓ | | Ygrene Frn | 0.003266 | | | G2 MA7534 | 0.003248 | | | US TREASURY N/B | 0.003245 | ✓ | | U.S. Treasury STRIPS Coupon | 0.003060 | | | US TREASURY N/B | 0.002987 | ✓ | | US TREASURY N/B | 0.002914 | ✓ | | Uniform Mortgage-Backed Security, TBA | 0.002910 | | | GOVERNMENT NATIONAL MORTGAGE CORPORATION | 0.002905 | | | US TREASURY N/B | 0.002827 | ✓ | | CFIN 2022-RTL1 Issuer LLC, Class B | 0.002796 | | | U.S. Treasury STRIPS Coupon | 0.002775 | | | US TREASURY N/B | 0.002606 | ✓ | | U.S. Treasury STRIPS Coupon | 0.002513 | | | U.S. Treasury STRIPS Coupon | 0.002407 | | | U.S. Treasury STRIPS Coupon | 0.002398 | | | US TREASURY N/B | 0.002373 | ✓ | | FNMA UMBS, 30 Year | 0.002365 | | | Triad Holdings III LLC | 0.002287 | | | US TREASURY N/B | 0.002271 | ✓ | | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 0.002244 | | | US TREASURY N/B | 0.002198 | ✓ | ## Columbia U.S. Treasury Index Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.009020 | | | US TREASURY N/B | 0.008851 | | | US TREASURY N/B | 0.008754 | ✓ | | US TREASURY N/B | 0.008742 | ✓ | | US TREASURY N/B | 0.008599 | | | US TREASURY N/B | 0.008530 | ✓ | | US TREASURY N/B | 0.008526 | ✓ | | US TREASURY N/B | 0.008426 | ✓ | | US TREASURY N/B | 0.007907 | | | US TREASURY N/B | 0.007666 | ✓ | | US TREASURY N/B | 0.007246 | ✓ | | US TREASURY N/B | 0.007039 | ✓ | | US TREASURY N/B | 0.007032 | ✓ | | US TREASURY N/B | 0.007031 | ✓ | | US TREASURY N/B | 0.007027 | | | US TREASURY N/B | 0.006976 | | | US TREASURY N/B | 0.006954 | | | US TREASURY N/B | 0.006949 | ✓ | | US TREASURY N/B | 0.006884 | | | US TREASURY N/B | 0.006625 | ✓ | | US TREASURY N/B | 0.006609 | ✓ | | US TREASURY N/B | 0.006520 | | | US TREASURY N/B | 0.006445 | | | US TREASURY N/B | 0.005704 | | | US TREASURY N/B | 0.005431 | | | US TREASURY N/B | 0.005426 | | | US TREASURY N/B | 0.005338 | ✓ | | US TREASURY N/B | 0.005302 | | | US TREASURY N/B | 0.005281 | ✓ | | US TREASURY N/B | 0.005159 | | | US TREASURY N/B | 0.005133 | | | US TREASURY N/B | 0.005131 | | | US TREASURY N/B | 0.005119 | | | US TREASURY N/B | 0.005119 | ✓ | | US TREASURY N/B | 0.005108 | ✓ | | US TREASURY N/B | 0.005084 | | | US TREASURY N/B | 0.005080 | | | US TREASURY N/B | 0.005058 | | | US TREASURY N/B | 0.005057 | | | US TREASURY N/B | 0.005052 | | | US TREASURY N/B | 0.005035 | | | US TREASURY N/B | 0.005035 | | | US TREASURY N/B | 0.005028 | | | US TREASURY N/B | 0.005000 | | | US TREASURY N/B | 0.004996 | | | US TREASURY N/B | 0.004982 | | | US TREASURY N/B | 0.004978 | | | US TREASURY N/B | 0.004951 | | | US TREASURY N/B | 0.004949 | | | US TREASURY N/B | 0.004947 | | ## Sources - N-PORT (fund A) — accession `0002071691-26-009321` (as of 2026-02-28) - N-PORT (fund B) — accession `0001410368-26-033335` (as of 2026-01-31) --- _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._ _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._ _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. See _