ETF and Mutual Fund Analysis

Holdings as of September 30, 2025 (IVV) and March 31, 2026 (JLGMX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IVV vs JLGMX Holdings as of September 30, 2025 (IVV) and March 31, 2026 (JLGMX)

IVV vs JLGMX: Portfolio Overlap

iShares Core S&P 500 ETF vs JPMorgan Large Cap Growth Fund

47.8%
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.

IVV
503 equity holdings
as of September 30, 2025
JLGMX
82 equity holdings
as of March 31, 2026
62 stocks held in common
Overlap View Venn Diagram
47.8% OVERLAP IVV JLGMX
Overlapping Holdings
10 Top 10 of 62 shared, by overlap contribution
# Stock IVV JLGMX Overlap%
1
NVDA
 7.98% 10.29% 7.98%
2
AAPL
 6.62% 9.15% 6.62%
3
MSFT
 6.75% 4.68% 4.68%
4
META
 2.79% 3.14% 2.79%
5
AVGO
 2.72% 2.96% 2.72%
6
TSLA
 2.19% 3.52% 2.19%
7
AMZN
 3.74% 2.05% 2.05%
8
GOOG
 1.99% 8.37% 1.99%
9
BRK.B
 1.62% 1.22% 1.22%
10
LLY
 1.06% 2.19% 1.06%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IVV — iShares Core S&P 500 ETF
StockWeight
GOOGL2.48%
JPM1.52%
COST0.72%
HD0.71%
BAC0.62%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
INSM1.70%
TSM1.40%
CIEN1.26%
NTRA1.18%
BABA0.92%

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

IVV (iShares Core S&P 500 ETF) and JLGMX (JPMorgan Large Cap Growth Fund) share 47.8% portfolio overlap as of IVV's September 30, 2025 filing and JLGMX's March 31, 2026 filing, across 62 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 IVV 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 IVV 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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