ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (JLGMX) and August 12, 2026 (SPY)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > JLGMX vs SPY Holdings as of March 31, 2026 (JLGMX) and August 12, 2026 (SPY)

JLGMX vs SPY: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs SPDR® S&P 500® ETF Trust

47.6%
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
SPY
505 equity holdings
as of August 12, 2026
63 stocks held in common
Overlap View Venn Diagram
47.6% OVERLAP JLGMX SPY
Overlapping Holdings
10 Top 10 of 63 shared, by overlap contribution
# Stock JLGMX SPY Overlap%
1
NVDA
 10.29% 8.14% 8.14%
2
AAPL
 9.15% 6.66% 6.66%
3
MSFT
 4.68% 5.49% 4.68%
4
AVGO
 2.96% 2.95% 2.95%
5
GOOG
 8.37% 2.43% 2.43%
6
AMZN
 2.05% 3.92% 2.05%
7
META
 3.14% 1.91% 1.91%
8
LLY
 2.19% 1.45% 1.45%
9
TSLA
 3.52% 1.38% 1.38%
10
BRK.B
 1.22% 1.40% 1.22%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
INSM1.70%
XOM1.56%
TSM1.40%
NTRA1.18%
BABA0.92%
Only in SPY — SPDR® S&P 500® ETF Trust
StockWeight
GOOGL3.02%
MU1.54%
JPM1.47%
XOM0.99%
INTC0.75%

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

JLGMX (JPMorgan Large Cap Growth Fund) and SPY (SPDR® S&P 500® ETF Trust) share 47.6% portfolio overlap as of JLGMX's March 31, 2026 filing and SPY's August 12, 2026 filing, across 63 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 SPY 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 SPY?

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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