ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs JLGMX Holdings as of March 31, 2026

ABALX vs JLGMX: Portfolio Overlap

American Balanced Fund vs JPMorgan Large Cap Growth Fund

28.9%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ABALX
174 equity holdings
as of March 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
35 stocks held in common
Overlap View Venn Diagram
28.9% OVERLAP ABALX JLGMX
Overlapping Holdings
10 Top 10 of 35 shared, by overlap contribution
# Stock ABALX JLGMX Overlap%
1
NVDA
 3.25% 10.29% 3.25%
2
MSFT
 3.23% 4.68% 3.23%
3
AVGO
 5.47% 2.96% 2.96%
4
GOOG
 2.32% 8.37% 2.32%
5
LLY
 2.16% 2.19% 2.16%
6
PM
 3.63% 1.69% 1.69%
7
TSM
 3.79% 1.40% 1.40%
8
AMZN
 1.30% 2.05% 1.30%
9
META
 1.17% 3.14% 1.17%
10
AAPL
 1.03% 9.15% 1.03%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
GOOGL2.83%
MU2.09%
Canadian Natural Resources Ltd1.66%
VRTX1.64%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
TSLA3.52%
WMT2.05%
INSM1.70%
GE1.43%
MMM1.40%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and JLGMX?

ABALX (American Balanced Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 28.9% portfolio overlap as of their March 31, 2026 filings, across 35 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ABALX and JLGMX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ABALX and JLGMX?

The most prominent shared holdings (by combined weight) are: NVDA, MSFT, AVGO. See the full common-holdings table on this page for weights in each fund.

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