Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST · 19 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | LVIP JPMorgan Retirement Income Fund |
|---|---|
| JPMORGAN TR II | 40.35 % |
| JPMORGAN TRUST II | 13.64 % |
| JPMorgan High Yield Fund | 12.48 % |
| JPMorgan International Research Enhanced Equity ETF | 7.73 % |
| JPMorgan Inflation Managed Bond ETF | 5.19 % |
| JPMORGAN TRUST I | 5.19 % |
| JPMorgan Prime Money Market Fund | 2.99 % |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 2.73 % |
| JPMorgan International Equity Fund | 2.54 % |
| JPMorgan BetaBuilders International Equity ETF | 2.11 % |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 1.75 % |
| JPMORGAN TRUST IV | 1.04 % |
| JPMorgan Small Cap Equity Fund | 0.75 % |
| JPMorgan Realty Income ETF | 0.59 % |
| JPMorgan Small Cap Value Fund | 0.38 % |
| JPMorgan Small Cap Growth Fund | 0.38 % |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.20 % |
1 funds, 19 lines read.