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 > AIVSX vs JLGMX Holdings as of March 31, 2026

AIVSX vs JLGMX: Portfolio Overlap

Investment Co of America vs JPMorgan Large Cap Growth Fund

36.7%
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.

AIVSX
171 equity holdings
as of March 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
38 stocks held in common
Overlap View Venn Diagram
36.7% OVERLAP AIVSX JLGMX
Overlapping Holdings
10 Top 10 of 38 shared, by overlap contribution
# Stock AIVSX JLGMX Overlap%
1
NVDA
 6.71% 10.29% 6.71%
2
MSFT
 5.81% 4.68% 4.68%
3
AVGO
 6.31% 2.96% 2.96%
4
META
 2.68% 3.14% 2.68%
5
AAPL
 2.29% 9.15% 2.29%
6
GOOG
 2.19% 8.37% 2.19%
7
LLY
 3.45% 2.19% 2.19%
8
AMZN
 4.85% 2.05% 2.05%
9
PM
 2.36% 1.69% 1.69%
10
GE
 2.25% 1.43% 1.43%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
British American Tobacco PLC2.72%
GOOGL2.57%
Royal Caribbean Cruises Ltd.1.98%
VRTX1.73%
Linde PLC1.72%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
GEV2.34%
WMT2.05%
GS2.04%
INSM1.70%
MMM1.40%

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

AIVSX (Investment Co of America) and JLGMX (JPMorgan Large Cap Growth Fund) share 36.7% portfolio overlap as of their March 31, 2026 filings, across 38 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 AIVSX 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 AIVSX 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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