ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (JLGMX) and April 30, 2026 (RSP)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > JLGMX vs RSP Holdings as of March 31, 2026 (JLGMX) and April 30, 2026 (RSP)

JLGMX vs RSP: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs Invesco S&P 500 Equal Weight ETF

11.5%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

JLGMX
82 equity holdings
as of March 31, 2026
RSP
503 equity holdings
as of April 30, 2026
64 stocks held in common
Overlap View Venn Diagram
11.5% OVERLAP JLGMX RSP
Overlapping Holdings
10 Top 10 of 64 shared, by overlap contribution
# Stock JLGMX RSP Overlap%
1
AMD
0.91% 0.33% 0.33%
2
WDC
0.97% 0.31% 0.31%
3
CIEN
1.26% 0.30% 0.30%
4
TXN
1.07% 0.27% 0.27%
5
LITE
0.58% 0.26% 0.26%
6
PWR
0.80% 0.25% 0.25%
7
GEV
2.34% 0.25% 0.25%
8
ADI
0.54% 0.24% 0.24%
9
AMZN
2.05% 0.24% 0.24%
10
AVGO
2.96% 0.24% 0.24%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
INSM1.70%
TSM1.40%
NTRA1.18%
BABA0.92%
ALNY0.66%
Only in RSP — Invesco S&P 500 Equal Weight ETF
StockWeight
INTC0.38%
STX0.34%
ON0.33%
SNDK0.32%
CNC0.29%

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

JLGMX (JPMorgan Large Cap Growth Fund) and RSP (Invesco S&P 500 Equal Weight ETF) share 11.5% portfolio overlap as of JLGMX's March 31, 2026 filing and RSP's April 30, 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 JLGMX and RSP invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both JLGMX and RSP?

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