# Portfolio overlap — JSDRX vs HLIPX Comparing **JPMorgan Short Duration Core Plus Fund** (2026-02-28) and **JPMorgan Core Plus Bond Fund** (2026-02-28). - Shared positions: 431 - JPMorgan Short Duration Core Plus Fund covered by JPMorgan Core Plus Bond Fund: 0.1049897590457846052779494179 - JPMorgan Core Plus Bond Fund covered by JPMorgan Short Duration Core Plus Fund: 0.1049897590457846052779494172 ## JPMorgan Short Duration Core Plus Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.082860 | | | US TREASURY N/B | 0.029853 | | | US TREASURY N/B | 0.023931 | | | US TREASURY N/B | 0.012405 | | | US TREASURY N/B | 0.012370 | | | JPMorgan Prime Money Market Fund, IM Shares | 0.009769 | | | US TREASURY N/B | 0.009032 | | | Freddie Mac REMICS | 0.008642 | | | FHLMC UMBS, 30 Year | 0.007510 | | | FHLMC UMBS, 30 Year | 0.007305 | | | US TREASURY N/B | 0.006941 | | | US TREASURY N/B | 0.006893 | | | FNMA, REMIC, Series 2025-51, Class A | 0.006382 | | | FNMA, REMIC, Series 2022-42, Class EA | 0.006220 | | | US TREASURY N/B | 0.006220 | | | FR SD8343 | 0.005238 | | | FHLMC, REMIC, Series 5551, Class BA | 0.005090 | | | GOLDMAN SACHS GP | 0.004193 | ✓ | | Government National Mortgage Association REMICS | 0.004045 | | | GNMA, Series 2024-151, Class HB | 0.004038 | | | US TREASURY N/B | 0.004036 | | | FR SD8342 | 0.003669 | | | FNMA, REMIC, Series 2025-62, Class CA | 0.003625 | | | Freddie Mac Pool | 0.003623 | | | FN MA5216 | 0.003580 | | | BPCE SA REGD V/R 144A P/P 5.71600000 | 0.003574 | | | GNMA, Series 2024-110, Class LC | 0.003573 | | | CAN IMPERIAL BK | 0.003518 | | | CRBG 4.55 01/09/31 144A | 0.003452 | | | FNCL 6 3/24 | 0.003384 | | | FNMA, REMIC, Series 2025-22, Class BA | 0.003359 | | | ORACLE CORP | 0.003323 | | | LLOYDS BK GR PLC | 0.003111 | | | Credit Agricole S.A. | 0.003105 | | | Government National Mortgage Association | 0.003094 | | | Equitable America Global Funding | 0.003006 | | | CAPITAL ONE FINL | 0.002985 | | | RCKT MORTGAGE TRUST 2026-CES2 4.762% 02/01/2056 144A | 0.002984 | ✓ | | Freddie Mac Pool | 0.002978 | | | BARCLAYS PLC | 0.002952 | | | FNMA, REMIC, Series 2024-20, Class MA | 0.002947 | | | FHLMC UMBS, 30 Year | 0.002911 | | | US TREASURY N/B | 0.002884 | | | CITIGROUP INC | 0.002838 | ✓ | | FNMA, REMIC, Series 2025-66, Class LA | 0.002835 | | | Lendmark Funding Trust, Series 2025-2A, Class A | 0.002834 | | | Uniform Mortgage-Backed Securities | 0.002796 | | | BANQ FED CRD MUT | 0.002794 | | | MPLX L.P. | 0.002785 | ✓ | | CNO GLOBAL FUNDING SECURED 144A 09/29 4.95 | 0.002756 | ✓ | ## JPMorgan Core Plus Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Prime Money Market Fund, Institutional Class | 0.059560 | | | US TREASURY N/B | 0.013358 | | | G2SF 5 3/25 | 0.010042 | | | US TREASURY N/B | 0.009498 | ✓ | | US TREASURY N/B | 0.008478 | | | US TREASURY N/B | 0.007679 | | | US TREASURY N/B | 0.006746 | | | US TREASURY N/B | 0.006271 | | | US TREASURY N/B | 0.004951 | | | U.S. Treasury STRIPS Coupon | 0.004512 | | | US TREASURY N/B | 0.004402 | | | US TREASURY N/B | 0.004388 | | | US TREASURY N/B | 0.004232 | | | FNMA, Grantor Trust, Series 2017-T1, Class A | 0.003620 | | | US TREASURY N/B | 0.003453 | | | US TREASURY N/B | 0.003187 | | | FNMA UMBS, 30 Year | 0.002778 | | | FNMA UMBS, 30 Year | 0.002771 | | | US TREASURY N/B | 0.002761 | | | US TREASURY N/B | 0.002725 | | | FN MA4548 | 0.002710 | | | G2 MA7936 | 0.002588 | | | MULTIFAMILY CONNECTICUT AVENUE SECUR SER 2023-01 CL M10 V/R REGD 144A P/P 10.57180000 | 0.002446 | | | U.S. Treasury STRIPS Coupon | 0.002444 | | | US TREASURY N/B | 0.002427 | | | FNMA UMBS, 30 Year | 0.002391 | | | FNMA, REMIC, Series 2025-18, Class MA | 0.002366 | | | FREMF Mortgage Trust, Series 2019-K92, Class D | 0.002333 | | | US TREASURY N/B | 0.002314 | | | FREMF Mortgage Trust, Series 2020-K116, Class D | 0.002306 | | | GOVERNMENT NATIONAL MORTGAGE CORPORATION | 0.002299 | | | Uniform Mortgage-Backed Security, TBA | 0.002255 | | | US TREASURY N/B | 0.002219 | | | MSCR 2021-MN1 M2 144A FRN 01-25-51 | 0.002177 | | | FNMA, Other | 0.002164 | | | FREMF Mortgage Trust, Series 2020-K122, Class D | 0.002138 | | | FNMA ACES, Series 2024-M2, Class A2 | 0.002104 | | | CITIGROUP INC | 0.002076 | ✓ | | FNMA UMBS, 30 Year | 0.002064 | | | vMobo, Inc. | 0.002055 | | | FREMF Mortgage Trust, Series 2017-K69, Class D | 0.002048 | | | FNMA UMBS, 30 Year | 0.002041 | | | FNMA, Other | 0.002040 | | | NZES 2025-FHT1 A 144A 6.545% 03-25-32 | 0.002038 | ✓ | | FNMA, Other | 0.002023 | | | Diversified Gas & Oil Corp. | 0.002012 | | | FNMA, Other | 0.001978 | | | FREMF Mortgage Trust, Series 2018-K84, Class D | 0.001972 | | | GNMA, Series 2025-6, Class GA | 0.001971 | | | FHLMC UMBS, 30 Year | 0.001943 | | ## Sources - N-PORT (fund A) — accession `0002071691-26-009316` (as of 2026-02-28) - N-PORT (fund B) — accession `0002071691-26-009301` (as of 2026-02-28) --- _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 _