Fund comparison · from official SEC filings
JSCSX vs JSVPX: how much do they overlap?
JPMorgan U.S. Small Company Fund and JPMorgan Small Cap Value Fund
vs
JSCSX and JSVPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JSCSX
JSVPX
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
4.39%
3.31%
J
JIMXXJPM PRIME MMKT-IM
1.72%
1.04%
E
ECHOECHOSTAR CORP-A
0.61%
1.20%
S
SWXSOUTHWEST GAS HOLDINGS INC
0.34%
0.93%
M
MODMODINE MANUFACTURING CO
0.85%
0.50%
E
ENSENERSYS
0.66%
0.81%
R
RIGTRANSOCEAN LTD
0.43%
0.75%
T
TNKTEEKAY TANKERS LTD-CLASS A
0.34%
0.74%
M
MYRGMYR GROUP INC/DELAWARE
0.73%
0.55%
O
ONBOLD NATIONAL BANCORP
0.38%
0.70%
C
CNXCNX RESOURCES CORP
0.51%
0.69%
C
CMCCOMMERCIAL METALS CO
0.50%
0.68%
T
TTMITTM TECHNOLOGIES
0.36%
0.68%
N
NTBBANK OF N.T. BUTTERFIELD&SON
0.57%
0.67%
E
EPRTESSENTIAL PROPERTIES REALTY
0.42%
0.66%
P
PRIMPRIMORIS SERVICES CORP
0.66%
0.39%
C
CDPCOPT DEFENSE PROPERTIES
0.34%
0.63%
P
PARRPAR PACIFIC HOLDINGS INC
0.51%
0.62%
H
HLHECLA MINING CO
0.36%
0.60%
C
CSTMCONSTELLIUM SE
0.51%
0.60%
S
SIGSIGNET JEWELERS LTD
0.43%
0.59%
A
APGAPI GROUP CORP
0.59%
0.16%
P
PORPORTLAND GENERAL ELECTRIC CO
0.25%
0.59%
J
JXNJACKSON FINANCIAL INC-A
0.33%
0.56%
E
EBCEASTERN BANKSHARES INC
0.39%
0.56%
Only in JSCSX
M
MOG.AMOOG INC-CLASS A
0.95%
D
DYDYCOM INDUSTRIES INC
0.70%
B
BEBLOOM ENERGY CORP- A
0.68%
F
FNFABRINET
0.62%
S
STRLSTERLING INFRASTRUCTURE INC
0.60%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.52%
A
AEISADVANCED ENERGY INDUSTRIES
0.48%
W
WTSWATTS WATER TECHNOLOGIES-A
0.48%
B
BBIOBRIDGEBIO PHARMA INC
0.47%
E
ENSGENSIGN GROUP INC/THE
0.40%
A
AITAPPLIED INDUSTRIAL TECH INC
0.40%
B
BCPCBALCHEM CORP
0.38%
G
GHGUARDANT HEALTH INC
0.38%
M
MDGLMADRIGAL PHARMACEUTICALS INC
0.37%
I
IONQIONQ INC
0.37%
P
PLPLANET LABS PBC
0.36%
P
PIPRPIPER SANDLER COS
0.35%
S
SHAKSHAKE SHACK INC - CLASS A
0.34%
O
OGSONE GAS INC
0.31%
A
ARWRARROWHEAD PHARMACEUTICALS IN
0.29%
F
FCFSFIRSTCASH HOLDINGS INC
0.28%
V
VCYTVERACYTE INC
0.27%
R
RMBSRAMBUS INC
0.26%
C
CARGCARGURUS INC
0.25%
O
OSISOSI SYSTEMS INC
0.25%
Only in JSVPX
O
OMCLOMNICELL INC
0.37%
M
MATXMATSON INC
0.29%
C
CRCCALIFORNIA RESOURCES CORP
0.23%
H
HCSGHEALTHCARE SERVICES GROUP
0.22%
A
AIRAAR CORP
0.20%
A
ARCBARCBEST CORP
0.20%
S
SRSPIRE INC
0.19%
S
SYNASYNAPTICS INC
0.18%
A
AGIOAGIOS PHARMACEUTICALS INC
0.18%
A
ATECALPHATEC HOLDINGS INC
0.16%
H
HLMNHILLMAN SOLUTIONS CORP
0.16%
V
VVXV2X INC
0.16%
C
CRGYCRESCENT ENERGY INC-A
0.15%
?
—ENHABIT, INC.
0.15%
R
RNSTRENASANT CORP
0.13%
N
NWENORTHWESTERN ENERGY GROUP IN
0.13%
E
EYENATIONAL VISION HOLDINGS INC
0.13%
O
OFGOFG BANCORP
0.12%
O
OUTOUTFRONT MEDIA INC
0.12%
F
FTREFORTREA HOLDINGS INC
0.11%
T
TDOCTELADOC HEALTH INC
0.11%
K
KEKIMBALL ELECTRONICS INC
0.10%
S
SPBSPECTRUM BRANDS HOLDINGS INC
0.10%
N
NUVBNUVATION BIO INC
0.10%
B
BHEBENCHMARK ELECTRONICS INC
0.10%
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48% overlap
JSCSX vs FSSNXFidelity Small Cap Index Fund
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JSCSX vs IJSAXVY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO
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JSVPX vs IWNiShares Russell 2000 Value ETF
46% 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.