ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

FCTDX vs JLGMX: Portfolio Overlap

Strategic Advisers Fidelity U.S. Total Stock Fund vs JPMorgan Large Cap Growth Fund

21.8%
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.

FCTDX
1460 equity holdings
as of May 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
73 stocks held in common
Overlap View Venn Diagram
21.8% OVERLAP FCTDX JLGMX
Overlapping Holdings
10 Top 10 of 73 shared, by overlap contribution
# Stock FCTDX JLGMX Overlap%
1
NVDA
3.37% 10.29% 3.37%
2
AAPL
2.27% 9.15% 2.27%
3
AMZN
2.00% 2.05% 2.00%
4
MSFT
1.94% 4.68% 1.94%
5
GOOG
1.52% 8.37% 1.52%
6
AVGO
1.05% 2.96% 1.05%
7
XOM
1.00% 1.56% 1.00%
8
META
0.98% 3.14% 0.98%
9
GE
0.61% 1.43% 0.61%
10
LLY
0.51% 2.19% 0.51%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust10.74%
Fidelity Salem Street Trust10.53%
Fidelity Salem Street Trust5.35%
Fidelity Magellan Fund3.88%
Fidelity Securities Fund3.66%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
BABA0.92%
Celestica Inc.0.46%
SNOW0.20%
W0.12%
MELI0.10%

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 FCTDX and JLGMX?

FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 21.8% portfolio overlap as of FCTDX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 73 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 FCTDX 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 FCTDX and JLGMX?

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