ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (JLGMX) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > JLGMX vs VWELX Holdings as of March 31, 2026 (JLGMX) and May 31, 2026 (VWELX)

JLGMX vs VWELX: Portfolio Overlap

JPMorgan Large Cap Growth Fund vs Vanguard Wellington Fund

39.7%
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
VWELX
82 equity holdings
as of May 31, 2026
23 stocks held in common
Overlap View Venn Diagram
39.7% OVERLAP JLGMX VWELX
Overlapping Holdings
10 Top 10 of 23 shared, by overlap contribution
# Stock JLGMX VWELX Overlap%
1
NVDA
 10.29% 7.89% 7.89%
2
AAPL
 9.15% 6.29% 6.29%
3
MSFT
 4.68% 5.77% 4.68%
4
AVGO
 2.96% 4.16% 2.96%
5
META
 3.14% 2.59% 2.59%
6
AMZN
 2.05% 5.30% 2.05%
7
LLY
 2.19% 1.88% 1.88%
8
MA
 2.36% 1.52% 1.52%
9
MRK
 1.28% 1.45% 1.28%
10
TSLA
 3.52% 1.24% 1.24%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
GOOG8.37%
GEV2.34%
JNJ2.27%
WMT2.05%
GS2.04%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
GOOGL7.36%
BLK2.11%
MU1.69%
INTC1.43%
UBS Group AG1.39%

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

JLGMX (JPMorgan Large Cap Growth Fund) and VWELX (Vanguard Wellington Fund) share 39.7% portfolio overlap as of JLGMX's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 23 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 VWELX 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 VWELX?

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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