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JDVCX vs URTH

Shared holdings
258
JDVCX covered by URTH
28.49%
URTH covered by JDVCX
28.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

JDVCX (March 31, 2026)

SecurityWeight
JPMorgan Core Bond R610.94%
JPMorgan Income Fund, Class R65.27%
JPMorgan High Yield Fund, Class R63.13%
NVIDIA CORP2.26%
JPMorgan Large Cap Value Fund, Class R62.00%
US TREASURY N/B1.92%
JPMORGAN ACTIVE GROWTH ETF MUTUAL FUND1.76%
JPMORGAN ACTIVE VALUE ETF MUTUAL FUND1.76%
JPMORGAN BETABUILDERS JAPAN MUTUAL FUND1.56%
JPMorgan Prime Money Market Fund, IM Shares1.47%
APPLE INC1.43%
US TREASURY N/B1.34%
AMAZON.COM INC1.26%
MICROSOFT CORP1.16%
US TREASURY N/B0.99%
META PLATFORMS INC CL A0.90%
US TREASURY N/B0.89%
US TREASURY N/B0.88%
BROADCOM INC0.81%
SHELL PLC0.79%
MASTERCARD INC CL A0.76%
US TREASURY N/B0.66%
ASML Holding NV0.64%
ALPHABET INC CL A0.64%
TAIWAN SEMIC MFG CO LTD SP ADR0.56%
GOVERNMENT NATIONAL MORTGAGE CORPORATION0.53%
US ULTRA BOND CBT Sep250.52%
NEXTERA ENERGY INC0.51%
US TREASURY N/B0.48%
SAFRAN SA0.47%
US TREASURY N/B0.47%
MCDONALDS CORP0.46%
LOWES COS INC0.43%
MUENCHENER RUE-R0.43%
WELLS FARGO & CO0.43%
TESLA INC0.42%
ABBVIE INC0.41%
RIO TINTO PLC0.40%
WALMART INC0.40%
JOHNSON&JOHNSON0.40%
TRANE TECHNOLOGIES PLC0.39%
ALPHABET INC CL C0.38%
EXXON MOBIL CORP0.36%
US TREASURY N/B0.36%
TSMC0.36%
WALT DISNEY CO/T0.36%
ENGIE0.35%
US TREASURY N/B0.35%
DBS GROUP HLDGS0.33%
AMERICAN EXPRESS CO0.33%

URTH (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP5.04%
APPLE INC4.58%
MICROSOFT CORP3.24%
AMAZON.COM INC2.36%
ALPHABET INC CL A2.12%
ALPHABET INC CL C1.78%
BROADCOM INC1.68%
META PLATFORMS INC CL A1.64%
TESLA INC1.33%
LILLY ELI and CO0.99%
JPMORGAN CHASE and CO0.97%
BERKSHIRE HATH-B0.81%
EXXON MOBIL CORP0.76%
JOHNSON&JOHNSON0.70%
ASML Holding NV0.66%
WALMART INC0.66%
VISA INC-CLASS A0.64%
MICRON TECHNOLOGY INC0.54%
COSTCO WHOLESALE CORP0.52%
MASTERCARD INC CL A0.52%
NETFLIX INC0.48%
ABBVIE INC0.48%
PROCTER & GAMBLE0.46%
HOME DEPOT INC0.44%
GENERAL ELECTRIC CO0.42%
CHEVRON CORP0.42%
BANK OF AMERICA CORPORATION0.41%
CATERPILLAR INC0.41%
COCA-COLA CO/THE0.39%
ROCHE HOLDINGS AG (GENUSSCHEINE)0.39%
ASTRAZENECA PLC0.38%
ADV MICRO DEVICE0.38%
HSBC HOLDINGS PL0.38%
Novartis AG (Registered)0.37%
CISCO SYSTEMS INC0.37%
PALANTIR TECHNOLOGIES INC0.37%
MERCK & CO0.36%
APPLIED MATERIALS INC0.35%
LAM RESEARCH CORP0.34%
PHILIP MORRIS INTL INC0.34%
NESTLE SA (REG)0.33%
RTX CORP0.32%
UNITEDHEALTH GRP0.31%
WELLS FARGO & CO0.30%
GOLDMAN SACHS GROUP INC0.30%
ORACLE CORP0.29%
MCDONALDS CORP0.28%
SHELL PLC0.28%
GE VERNOVA LLC0.28%
LINDE PLC0.28%

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