Fund comparison · from official SEC filings
JCICX vs SPTM: how much do they overlap?
JPMorgan U.S. GARP Equity Fund and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
JCICX and SPTM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JCICX
SPTM
N
NVDANVIDIA CORP
13.12%
6.95%
A
AAPLAPPLE INC
9.68%
6.11%
M
MSFTMICROSOFT CORP
9.25%
4.50%
A
AMZNAMAZON.COM INC
5.85%
3.34%
A
AVGOBROADCOM INC
4.54%
2.41%
G
GOOGLALPHABET INC-CL A
4.52%
2.74%
M
METAMETA PLATFORMS INC-CLASS A
4.03%
2.05%
T
TSLATESLA INC
3.13%
1.71%
G
GOOGALPHABET INC-CL C
2.16%
2.20%
M
MAMASTERCARD INC - A
2.18%
0.67%
A
ABBVABBVIE INC
2.15%
0.63%
L
LLYELI LILLY & CO
1.93%
1.20%
G
GEGENERAL ELECTRIC
1.53%
0.49%
N
NFLXNETFLIX INC
1.10%
0.66%
L
LRCXLAM RESEARCH CORP
0.98%
0.44%
J
JNJJOHNSON & JOHNSON
0.93%
0.97%
N
NOWSERVICENOW INC
0.91%
0.18%
H
HWMHOWMET AEROSPACE INC
0.85%
0.15%
A
APHAMPHENOL CORP-CL A
0.85%
0.25%
V
VVISA INC-CLASS A SHARES
0.72%
0.84%
U
UBERUBER TECHNOLOGIES INC
0.83%
0.24%
L
LOWLOWE'S COS INC
0.82%
0.22%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.81%
0.11%
A
ANETARISTA NETWORKS INC
0.75%
0.21%
T
TTTRANE TECHNOLOGIES PLC
0.74%
0.15%
Only in JCICX
J
JIMXXJPM PRIME MMKT-IM
1.00%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.51%
I
INSMINSMED INC
0.35%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.25%
R
RBRKRUBRIK INC-A
0.15%
?
—N/A
-0.02%
Only in SPTM
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.44%
J
JPMJPMORGAN CHASE & CO
1.30%
E
EXMOCEXXON MOBIL CORP
1.16%
W
WMTWALMART INC
0.89%
C
CVXCHEVRON CORP
0.64%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
P
PGPROCTER & GAMBLE CO/THE
0.55%
C
CATCATERPILLAR INC
0.54%
H
HDHOME DEPOT INC
0.54%
C
CSCOCISCO SYSTEMS INC
0.50%
M
MRKMERCK & CO. INC.
0.49%
K
KOCOCA-COLA CO/THE
0.48%
A
AMATAPPLIED MATERIALS INC
0.44%
U
UNHUNITEDHEALTH GROUP INC
0.40%
W
WFCWELLS FARGO & CO
0.40%
V
VZVERIZON COMMUNICATIONS INC
0.35%
I
INTCINTEL CORP
0.34%
T
TAT&T INC
0.33%
C
CCITIGROUP INC
0.32%
A
AMGNAMGEN INC
0.31%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.30%
A
ABTABBOTT LABORATORIES
0.29%
T
TXNTEXAS INSTRUMENTS INC
0.29%
C
CRMSALESFORCE INC
0.29%
G
GILDGILEAD SCIENCES INC
0.28%
Hold JCICX and SPTM together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.