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 > FCISX vs JLGMX Holdings as of March 31, 2026

FCISX vs JLGMX: Portfolio Overlap

Franklin Income Fund vs JPMorgan Large Cap Growth Fund

14.1%
Weighted portfolio overlap
Low Overlap

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

FCISX
72 equity holdings
as of March 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
16 stocks held in common
Overlap View Venn Diagram
14.1% OVERLAP FCISX JLGMX
Overlapping Holdings
10 Top 10 of 16 shared, by overlap contribution
# Stock FCISX JLGMX Overlap%
1
XOM
 7.53% 1.56% 1.56%
2
IBM
 2.15% 1.38% 1.38%
3
MRK
 1.60% 1.28% 1.28%
4
MCD
 1.38% 1.12% 1.12%
5
JNJ
 1.08% 2.27% 1.08%
6
AMZN
 1.06% 2.05% 1.06%
7
KO
 1.01% 1.43% 1.01%
8
ABT
 2.60% 0.87% 0.87%
9
ABBV
 2.90% 0.80% 0.80%
10
PM
 0.73% 1.69% 0.73%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCISX — Franklin Income Fund
StockWeight
CVX6.89%
SO3.86%
PEP3.45%
APD3.22%
HD2.92%
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 FCISX and JLGMX?

FCISX (Franklin Income Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 14.1% portfolio overlap as of their March 31, 2026 filings, 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 FCISX 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 FCISX and JLGMX?

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

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