Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JDVZX vs HCESX
Shared holdings
252
JDVZX covered by HCESX
26.93%
HCESX covered by JDVZX
26.93%
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.
JDVZX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMorgan Core Bond R6 | 10.94% | |
| JPMorgan Income Fund, Class R6 | 5.27% | |
| JPMorgan High Yield Fund, Class R6 | 3.13% | |
| NVIDIA CORP | 2.26% | |
| JPMorgan Large Cap Value Fund, Class R6 | 2.00% | |
| US TREASURY N/B | 1.92% | |
| JPMORGAN ACTIVE GROWTH ETF MUTUAL FUND | 1.76% | |
| JPMORGAN ACTIVE VALUE ETF MUTUAL FUND | 1.76% | |
| JPMORGAN BETABUILDERS JAPAN MUTUAL FUND | 1.56% | |
| JPMorgan Prime Money Market Fund, IM Shares | 1.47% | |
| APPLE INC | 1.43% | |
| US TREASURY N/B | 1.34% | |
| AMAZON.COM INC | 1.26% | |
| MICROSOFT CORP | 1.16% | |
| US TREASURY N/B | 0.99% | |
| META PLATFORMS INC CL A | 0.90% | |
| US TREASURY N/B | 0.89% | |
| US TREASURY N/B | 0.88% | |
| BROADCOM INC | 0.81% | |
| SHELL PLC | 0.79% | |
| MASTERCARD INC CL A | 0.76% | |
| US TREASURY N/B | 0.66% | |
| ASML Holding NV | 0.64% | |
| ALPHABET INC CL A | 0.64% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.56% | |
| GOVERNMENT NATIONAL MORTGAGE CORPORATION | 0.53% | |
| US ULTRA BOND CBT Sep25 | 0.52% | |
| NEXTERA ENERGY INC | 0.51% | |
| US TREASURY N/B | 0.48% | |
| SAFRAN SA | 0.47% | |
| US TREASURY N/B | 0.47% | |
| MCDONALDS CORP | 0.46% | |
| LOWES COS INC | 0.43% | |
| MUENCHENER RUE-R | 0.43% | |
| WELLS FARGO & CO | 0.43% | |
| TESLA INC | 0.42% | |
| ABBVIE INC | 0.41% | |
| RIO TINTO PLC | 0.40% | |
| WALMART INC | 0.40% | |
| JOHNSON&JOHNSON | 0.40% | |
| TRANE TECHNOLOGIES PLC | 0.39% | |
| ALPHABET INC CL C | 0.38% | |
| EXXON MOBIL CORP | 0.36% | |
| US TREASURY N/B | 0.36% | |
| TSMC | 0.36% | |
| WALT DISNEY CO/T | 0.36% | |
| ENGIE | 0.35% | |
| US TREASURY N/B | 0.35% | |
| DBS GROUP HLDGS | 0.33% | |
| AMERICAN EXPRESS CO | 0.33% |
HCESX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 5.41% | |
| APPLE INC | 4.76% | |
| MICROSOFT CORP | 3.33% | |
| AMAZON.COM INC | 2.55% | |
| ALPHABET INC CL A | 2.13% | |
| ALPHABET INC CL C | 1.78% | |
| BROADCOM INC | 1.78% | |
| TESLA INC | 1.34% | |
| JPMORGAN CHASE and CO | 1.02% | |
| LILLY ELI and CO | 0.94% | |
| EXXON MOBIL CORP | 0.92% | |
| BERKSHIRE HATH-B | 0.84% | |
| JOHNSON&JOHNSON | 0.75% | |
| WALMART INC | 0.70% | |
| ASML Holding NV | 0.66% | |
| SS INST TREAS PLUS MM FUN | 0.65% | |
| VISA INC-CLASS A | 0.65% | |
| COSTCO WHOLESALE CORP | 0.56% | |
| MASTERCARD INC CL A | 0.54% | |
| NETFLIX INC | 0.52% | |
| CHEVRON CORP | 0.51% | |
| ABBVIE INC | 0.49% | |
| MICRON TECHNOLOGY INC | 0.49% | |
| PROCTER & GAMBLE | 0.43% | |
| BANK OF AMERICA CORPORATION | 0.43% | |
| PALANTIR TECHNOLOGIES INC | 0.42% | |
| ADV MICRO DEVICE | 0.42% | |
| CATERPILLAR INC | 0.42% | |
| HOME DEPOT INC | 0.42% | |
| COCA-COLA CO/THE | 0.40% | |
| CISCO SYSTEMS INC | 0.39% | |
| ASTRAZENECA PLC | 0.39% | |
| GENERAL ELECTRIC CO | 0.38% | |
| MERCK & CO | 0.38% | |
| Novartis AG (Registered) | 0.37% | |
| HSBC HOLDINGS PL | 0.36% | |
| ROCHE HOLDING AG | 0.36% | |
| APPLIED MATERIALS INC | 0.35% | |
| LAM RESEARCH CORP | 0.34% | |
| SHELL PLC | 0.34% | |
| RTX CORP | 0.33% | |
| GOLDMAN SACHS GROUP INC | 0.33% | |
| ORACLE CORP | 0.32% | |
| WELLS FARGO & CO | 0.32% | |
| NESTLE SA (REG) | 0.32% | |
| UNITEDHEALTH GRP | 0.31% | |
| GE VERNOVA LLC | 0.30% | |
| LINDE PLC | 0.30% | |
| ROYAL BANK OF CANADA | 0.29% | |
| INTL BUS MACH CORP | 0.29% |
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