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 VTSAX Holdings as of March 31, 2026

JLGMX vs VTSAX: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs Vanguard Total Stock Market Index Fund

44.6%
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
VTSAX
3506 equity holdings
as of March 31, 2026
75 stocks held in common
Overlap View Venn Diagram
44.6% OVERLAP JLGMX VTSAX
Overlapping Holdings
10 Top 10 of 75 shared, by overlap contribution
# Stock JLGMX VTSAX Overlap%
1
NVDA
 10.29% 6.44% 6.44%
2
AAPL
 9.15% 5.96% 5.96%
3
MSFT
 4.68% 4.40% 4.40%
4
AVGO
 2.96% 2.35% 2.35%
5
GOOG
 8.37% 2.12% 2.12%
6
AMZN
 2.05% 3.22% 2.05%
7
META
 3.14% 2.00% 2.00%
8
TSLA
 3.52% 1.67% 1.67%
9
LLY
 2.19% 1.25% 1.25%
10
BRK.B
 1.22% 1.37% 1.22%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
TSM1.40%
BABA0.92%
Celestica Inc.0.46%
Trane Technologies plc0.22%
SHOP0.10%
Only in VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUND
StockWeight
GOOGL2.68%
JPM1.20%
COST0.71%
CVX0.63%
MU0.61%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between JLGMX and VTSAX?

JLGMX (JPMorgan Large Cap Growth Fund) and VTSAX (Vanguard Total Stock Market Index Fund) share 44.6% portfolio overlap as of their March 31, 2026 filings, across 75 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 VTSAX 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 VTSAX?

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.

Related Comparisons
CWGCX — Capital World Growth & Income Fund vs VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUNDVTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUND vs VWENX — VANGUARD WELLINGTON FUNDANWFX — New Perspective Fund vs JLGMX — JPMorgan Large Cap Growth FundFIWGX — Strategic Advisers Fidelity Core Income Fund vs VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUNDFSAKX — Strategic Advisers U.S. Total Stock Fund vs JLGMX — JPMorgan Large Cap Growth FundAMECX — Income Fund of America vs JLGMX — JPMorgan Large Cap Growth Fund