ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AGTHX) and March 31, 2026 (JLGMX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AGTHX vs JLGMX Holdings as of May 31, 2026 (AGTHX) and March 31, 2026 (JLGMX)

AGTHX vs JLGMX: Portfolio Overlap

Growth Fund of America vs JPMorgan Large Cap Growth Fund

38.1%
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.

AGTHX
313 equity holdings
as of May 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
62 stocks held in common
Overlap View Venn Diagram
38.1% OVERLAP AGTHX JLGMX
Overlapping Holdings
10 Top 10 of 62 shared, by overlap contribution
# Stock AGTHX JLGMX Overlap%
1
NVDA
 6.25% 10.29% 6.25%
2
MSFT
 4.25% 4.68% 4.25%
3
META
 4.18% 3.14% 3.14%
4
GOOG
 3.04% 8.37% 3.04%
5
AVGO
 5.21% 2.96% 2.96%
6
TSLA
 2.56% 3.52% 2.56%
7
LLY
 2.99% 2.19% 2.19%
8
AMZN
 4.00% 2.05% 2.05%
9
AAPL
 1.71% 9.15% 1.71%
10
PM
 0.82% 1.69% 0.82%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
GOOGL3.12%
MU2.72%
Taiwan Semiconductor Manufacturing Co Ltd2.52%
INTC1.59%
VRTX1.59%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
GILD1.68%
MMM1.40%
IBM1.38%
SCHW1.18%
MCK0.99%

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

AGTHX (Growth Fund of America) and JLGMX (JPMorgan Large Cap Growth Fund) share 38.1% portfolio overlap as of AGTHX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 62 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 AGTHX 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 AGTHX and JLGMX?

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

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