Fund comparison · from official SEC filings
HLGEX vs JCMAX: how much do they overlap?
JPMorgan Mid Cap Growth Fund and JPMorgan Mid Cap Equity Fund
vs
Shared holdings
Company
HLGEX
JCMAX
H
HWMHOWMET AEROSPACE INC
3.43%
0.97%
H
HLTHILTON WORLDWIDE HOLDINGS IN
3.39%
0.95%
V
VRTVERTIV HOLDINGS CO-A
3.33%
0.94%
R
RCLROYAL CARIBBEAN CRUISES LTD
3.08%
0.87%
P
PWRQUANTA SERVICES INC
2.87%
0.81%
J
JIMXXJPM PRIME MMKT-IM
0.75%
2.71%
F
FIXCOMFORT SYSTEMS USA INC
2.54%
0.72%
C
CORCENCORA INC
2.47%
1.60%
I
INSMINSMED INC
2.20%
0.62%
N
NETCLOUDFLARE INC - CLASS A
2.19%
0.62%
A
ALNYALNYLAM PHARMACEUTICALS INC
2.02%
0.57%
L
LNGCHENIERE ENERGY INC
1.74%
1.24%
C
CVNACARVANA CO
1.73%
0.49%
I
IQVIQVIA HOLDINGS INC
0.57%
1.65%
B
BURLBURLINGTON STORES INC
1.57%
0.44%
N
NTRANATERA INC
1.47%
0.41%
R
RJFRAYMOND JAMES FINANCIAL INC
0.93%
1.39%
N
NBIXNEUROCRINE BIOSCIENCES INC
1.38%
0.39%
L
LYVLIVE NATION ENTERTAINMENT IN
1.37%
0.39%
D
DDOGDATADOG INC - CLASS A
1.37%
0.39%
M
MSCIMSCI INC
1.37%
0.39%
V
VSTVISTRA CORP
1.35%
0.38%
A
AMEAMETEK INC
0.94%
1.33%
W
WMBWILLIAMS COS INC
1.31%
0.37%
H
HEI.AHEICO CORP-CLASS A
1.25%
0.35%
Only in HLGEX
?
—Databricks, Inc.
0.17%
?
—Canva Inc.
0.07%
Only in JCMAX
M
MPCMARATHON PETROLEUM CORP
1.38%
X
XELXCEL ENERGY INC
1.36%
F
FISFIDELITY NATIONAL INFO SERV
1.32%
G
GEHCGE HEALTHCARE TECHNOLOGY
1.19%
L
LLOEWS CORP
1.13%
N
NINISOURCE INC
1.12%
A
AMPAMERIPRISE FINANCIAL INC
1.12%
W
WECWEC ENERGY GROUP INC
1.10%
F
FCNCAFIRST CITIZENS BCSHS -CL A
1.10%
R
REGREGENCY CENTERS CORP
1.09%
C
CTRACOTERRA ENERGY INC
1.08%
C
CMSCMS ENERGY CORP
1.07%
D
DOCHEALTHPEAK PROPERTIES INC
1.05%
F
FANGDIAMONDBACK ENERGY INC
1.03%
D
DGXQUEST DIAGNOSTICS INC
1.03%
D
DOVDOVER CORP
1.01%
R
ROSTROSS STORES INC
1.01%
P
PSAPUBLIC STORAGE
1.00%
S
STTSTATE STREET CORP
0.99%
O
OMCOMNICOM GROUP
0.99%
S
SLGNSILGAN HOLDINGS INC
0.99%
H
HUBBHUBBELL INC
0.96%
Z
ZMZOOM COMMUNICATIONS INC
0.89%
H
HIGHARTFORD INSURANCE GROUP INC
0.88%
A
ACIALBERTSONS COS INC - CLASS A
0.86%
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24% overlap
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21% overlap
JCMAX vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
21% overlap
JCMAX vs EQALInvesco Russell 1000 Equal Weight ETF
13% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.