ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

JLGMX vs SWPPX: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs Schwab S&P 500 Index Fund

49.1%
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
SWPPX
501 equity holdings
as of April 30, 2026
65 stocks held in common
Overlap View Venn Diagram
49.1% OVERLAP JLGMX SWPPX
Overlapping Holdings
10 Top 10 of 65 shared, by overlap contribution
# Stock JLGMX SWPPX Overlap%
1
NVDA
 10.29% 7.85% 7.85%
2
AAPL
 9.15% 6.45% 6.45%
3
MSFT
 4.68% 4.90% 4.68%
4
AVGO
 2.96% 3.21% 2.96%
5
GOOG
 8.37% 2.89% 2.89%
6
META
 3.14% 2.17% 2.17%
7
AMZN
 2.05% 4.19% 2.05%
8
TSLA
 3.52% 1.74% 1.74%
9
BRK.B
 1.22% 1.41% 1.22%
10
LLY
 2.19% 1.20% 1.20%
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 SWPPX — Schwab S&P 500 Index Fund
StockWeight
GOOGL3.63%
JPM1.37%
MU0.94%
COST0.73%
INTC0.72%

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

JLGMX (JPMorgan Large Cap Growth Fund) and SWPPX (Schwab S&P 500 Index Fund) share 49.1% portfolio overlap as of JLGMX's March 31, 2026 filing and SWPPX's April 30, 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 JLGMX and SWPPX 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 SWPPX?

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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