ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

FXAIX vs JLGMX: Portfolio Overlap

Fidelity 500 Index Fund vs JPMorgan Large Cap Growth Fund

49.3%
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.

FXAIX
503 equity holdings
as of May 31, 2026
JLGMX
82 equity holdings
as of March 31, 2026
65 stocks held in common
Overlap View Venn Diagram
49.3% OVERLAP FXAIX JLGMX
Overlapping Holdings
10 Top 10 of 65 shared, by overlap contribution
# Stock FXAIX JLGMX Overlap%
1
NVDA
 7.90% 10.29% 7.90%
2
AAPL
 7.05% 9.15% 7.05%
3
MSFT
 5.15% 4.68% 4.68%
4
AVGO
 3.26% 2.96% 2.96%
5
GOOG
 2.71% 8.37% 2.71%
6
META
 2.13% 3.14% 2.13%
7
AMZN
 4.07% 2.05% 2.05%
8
TSLA
 1.89% 3.52% 1.89%
9
LLY
 1.35% 2.19% 1.35%
10
BRK.B
 1.34% 1.22% 1.22%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FXAIX — Fidelity 500 Index Fund
StockWeight
GOOGL3.41%
MU1.68%
JPM1.24%
INTC0.83%
CSCO0.73%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
INSM1.70%
TSM1.40%
NTRA1.18%
BABA0.92%
ALNY0.66%

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

FXAIX (Fidelity 500 Index Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 49.3% portfolio overlap as of FXAIX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 65 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 FXAIX 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 FXAIX 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.

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