ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

JLGMX vs VWENX: 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
VWENX
82 equity holdings
as of May 31, 2026
23 stocks held in common
Overlap View Venn Diagram
39.7% OVERLAP JLGMX VWENX
Overlapping Holdings
10 Top 10 of 23 shared, by overlap contribution
# Stock JLGMX VWENX 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 VWENX — 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 VWENX?

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

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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