ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

FDGRX vs JLGMX: Portfolio Overlap

Fidelity Growth Company Fund vs JPMorgan Large Cap Growth Fund

45.3%
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.

FDGRX
507 equity holdings
as of May 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
64 stocks held in common
Overlap View Venn Diagram
45.3% OVERLAP FDGRX JLGMX
Overlapping Holdings
10 Top 10 of 64 shared, by overlap contribution
# Stock FDGRX JLGMX Overlap%
1
NVDA
15.80% 10.29% 10.29%
2
AAPL
7.58% 9.15% 7.58%
3
MSFT
5.95% 4.68% 4.68%
4
GOOG
3.13% 8.37% 3.13%
5
META
2.83% 3.14% 2.83%
6
AVGO
2.29% 2.96% 2.29%
7
LLY
2.25% 2.19% 2.19%
8
AMZN
5.31% 2.05% 2.05%
9
TSLA
1.69% 3.52% 1.69%
10
CIEN
3.77% 1.26% 1.26%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FDGRX — Fidelity Growth Company Fund
StockWeight
GOOGL4.44%
SNDK3.90%
Space Exploration Technologies2.39%
P1.38%
ALAB0.79%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
JNJ2.27%
GILD1.68%
RTX1.32%
MRK1.28%
BRK.B1.22%

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

FDGRX (Fidelity Growth Company Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 45.3% portfolio overlap as of FDGRX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 64 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 FDGRX 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 FDGRX and JLGMX?

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