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 > JLGMX vs QCSTFX Holdings as of March 31, 2026

JLGMX vs QCSTFX: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs College Retirement Equities Fund - Total Global Stock Account

29.0%
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.

JLGMX
82 equity holdings
as of March 31, 2026
QCSTFX
7549 equity holdings
as of March 31, 2026
78 stocks held in common
Overlap View Venn Diagram
29.0% OVERLAP JLGMX QCSTFX
Overlapping Holdings
10 Top 10 of 78 shared, by overlap contribution
# Stock JLGMX QCSTFX Overlap%
1
NVDA
 10.29% 3.77% 3.77%
2
AAPL
 9.15% 3.68% 3.68%
3
MSFT
 4.68% 2.83% 2.83%
4
AMZN
 2.05% 1.98% 1.98%
5
AVGO
 2.96% 1.97% 1.97%
6
GOOG
 8.37% 1.35% 1.35%
7
META
 3.14% 0.89% 0.89%
8
XOM
 1.56% 0.84% 0.84%
9
LLY
 2.19% 0.77% 0.77%
10
TSLA
 3.52% 0.74% 0.74%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
DG0.35%
TWLO0.25%
Trane Technologies plc0.22%
HIMS0.04%
Only in QCSTFX — College Retirement Equities Fund - Total Global Stock Account
StockWeight
Taiwan Semiconductor Manufacturing Co., Ltd.1.66%
GOOGL1.50%
JPM0.96%
Samsung Electronics Co Ltd0.81%
ASML Holding N.V.0.60%

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

JLGMX (JPMorgan Large Cap Growth Fund) and QCSTFX (College Retirement Equities Fund - Total Global Stock Account) share 29.0% portfolio overlap as of their March 31, 2026 filings, across 78 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 JLGMX and QCSTFX 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 JLGMX and QCSTFX?

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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