ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AMECX) and March 31, 2026 (JLGMX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AMECX vs JLGMX Holdings as of April 30, 2026 (AMECX) and March 31, 2026 (JLGMX)

AMECX vs JLGMX: Portfolio Overlap

Income Fund of America vs JPMorgan Large Cap Growth Fund

13.4%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AMECX
201 equity holdings
as of April 30, 2026
JLGMX
82 equity holdings
as of March 31, 2026
16 stocks held in common
Overlap View Venn Diagram
13.4% OVERLAP AMECX JLGMX
Overlapping Holdings
10 Top 10 of 16 shared, by overlap contribution
# Stock AMECX JLGMX Overlap%
1
AVGO
 2.19% 2.96% 2.19%
2
PM
 3.00% 1.69% 1.69%
3
GILD
 1.99% 1.68% 1.68%
4
KO
 1.03% 1.43% 1.03%
5
IBM
 0.96% 1.38% 0.96%
6
AMGN
 2.58% 0.90% 0.90%
7
JNJ
 0.87% 2.27% 0.87%
8
ABBV
 1.07% 0.80% 0.80%
9
MSFT
 0.76% 4.68% 0.76%
10
UNP
 1.24% 0.71% 0.71%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMECX — Income Fund of America
StockWeight
EOG2.47%
UNH2.28%
SO2.23%
Taiwan Semiconductor Manufacturing Co Ltd2.01%
SBUX1.96%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
NVDA10.29%
AAPL9.15%
GOOG8.37%
TSLA3.52%
META3.14%

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

AMECX (Income Fund of America) and JLGMX (JPMorgan Large Cap Growth Fund) share 13.4% portfolio overlap as of AMECX's April 30, 2026 filing and JLGMX's March 31, 2026 filing, across 16 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 AMECX and JLGMX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

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

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

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