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 > FCNTX vs JLGMX Holdings as of March 31, 2026

FCNTX vs JLGMX: Portfolio Overlap

Fidelity Contrafund vs JPMorgan Large Cap Growth Fund

40.2%
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.

FCNTX
389 equity holdings
as of March 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
55 stocks held in common
Overlap View Venn Diagram
40.2% OVERLAP FCNTX JLGMX
Overlapping Holdings
10 Top 10 of 55 shared, by overlap contribution
# Stock FCNTX JLGMX Overlap%
1
NVDA
 9.48% 10.29% 9.48%
2
META
 10.35% 3.14% 3.14%
3
MSFT
 2.99% 4.68% 2.99%
4
GOOG
 2.42% 8.37% 2.42%
5
AAPL
 2.35% 9.15% 2.35%
6
AMZN
 5.76% 2.05% 2.05%
7
AVGO
 1.88% 2.96% 1.88%
8
LLY
 1.84% 2.19% 1.84%
9
XOM
 1.54% 1.56% 1.54%
10
GEV
 1.29% 2.34% 1.29%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
GOOGL3.91%
LOW0.88%
JPM0.87%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
IBM1.38%
CIEN1.26%
MCD1.12%
TXN1.07%
BABA0.92%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between FCNTX and JLGMX?

FCNTX (Fidelity Contrafund) and JLGMX (JPMorgan Large Cap Growth Fund) share 40.2% portfolio overlap as of their March 31, 2026 filings, across 55 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 FCNTX 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 FCNTX and JLGMX?

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

Related Comparisons
IEFA — iShares Core MSCI EAFE ETF vs JLGMX — JPMorgan Large Cap Growth FundFCNTX — Fidelity Contrafund vs XLK — State Street(R) Technology Select Sector SPDR(R) ETFJLGMX — JPMorgan Large Cap Growth Fund vs VUG — VANGUARD GROWTH INDEX FUNDFDGRX — Fidelity Growth Company Fund vs JLGMX — JPMorgan Large Cap Growth FundJLGMX — JPMorgan Large Cap Growth Fund vs VEA — VANGUARD DEVELOPED MARKETS INDEX FUNDJLGMX — JPMorgan Large Cap Growth Fund vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF