# Portfolio overlap — IJSIX vs JSCSX Comparing **VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO** (2026-03-31) and **JPMorgan U.S. Small Company Fund** (2026-03-31). - Shared positions: 633 - VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO covered by JPMorgan U.S. Small Company Fund: 0.4735002428512625778305092529 - JPMorgan U.S. Small Company Fund covered by VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO: 0.4735002428512625778305092528 ## VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO — top positions | Security | Weight | Shared | |----------|--------|--------| | BlackRock Liquidity FedFund - Institutional Class | 0.025166 | | | USD/SEK FORWARD | 0.012879 | | | DAIWA CAPITAL MARKETS AMERICA INC | 0.012879 | | | STATE OF WISCONSIN INVESTMENT BOARD | 0.012543 | | | MODINE MFG CO | 0.011580 | ✓ | | FABRINET | 0.009816 | ✓ | | APPLIED INDU TEC | 0.008347 | ✓ | | ELEMENT SOLUTIONS INC | 0.008171 | | | HAYWARD HOLDINGS INC | 0.007982 | | | RYMAN HOSPITALITY PPTYS INC | 0.007497 | ✓ | | MSA SAFETY INC | 0.007293 | | | WINTRUST FINL | 0.007041 | ✓ | | BALCHEM CORP | 0.007036 | ✓ | | RBC BEARINGS INC | 0.007022 | | | EVERCORE INC A | 0.006975 | | | COLLIERS-SUBORD | 0.006866 | | | BADGER METER INC | 0.006751 | | | BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.006681 | | | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.006570 | | | LOAR HOLDINGS INC | 0.006546 | | | NOVANTA INC | 0.006490 | | | STEPSTONE GROUP INC CLASS A | 0.006415 | ✓ | | ENVISTA HOLDINGS CORP | 0.006385 | | | SM ENERGY CO | 0.006374 | ✓ | | CULLEN FROST BANKERS INC | 0.006347 | | | CORE & MAIN IN-A | 0.006172 | | | PLANET FITNESS INC CL A | 0.006147 | | | KINSALE CAPITAL GROUP INC | 0.006055 | | | WILLSCOT MOBILE MINI HOLDINGS CORP | 0.006029 | | | CASELLA WASTE SYS INC CL A | 0.005999 | | | CUSHMAN and WAKEFIELD LTD | 0.005986 | ✓ | | MARKETAXESS HLDGS INC | 0.005982 | | | MORNINGSTAR INC | 0.005955 | | | HEALTHEQUITY INC | 0.005863 | | | WYNDHAM HOTELS and RESORTS INC | 0.005862 | | | FIRST HORIZON CORP | 0.005729 | | | PERIMETER SOLUTIONS SA | 0.005613 | ✓ | | POOL CORP | 0.005547 | | | COMMERCE BCSHS | 0.005541 | | | SHAKE SHACK INC - CLASS A | 0.005538 | ✓ | | CANTOR FITZGERALD SECURITIES SLRPD 3.850% 01/02/2026 | 0.005452 | | | PORTLAND GENERAL ELECTRIC CO | 0.005413 | ✓ | | WSFS FINANCIAL CORP | 0.005346 | ✓ | | ENCOMPASS HEALTH CORP | 0.005328 | | | MIDDLEBY CORP | 0.005139 | | | POWER INTEGRATIONS INC | 0.005131 | | | BANKUNITED INC | 0.005075 | ✓ | | CHEFS WAREHOUSE INC | 0.005033 | ✓ | | CONCENTRA GROUP HOLDINGS PARENT INC | 0.004989 | ✓ | | PRIMO BRANDS CORP A | 0.004948 | | ## JPMorgan U.S. Small Company Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.043932 | | | JPMorgan Prime Money Market Fund, IM Shares | 0.017170 | | | MOOG INC-CLASS A | 0.009500 | ✓ | | MODINE MFG CO | 0.008476 | ✓ | | MYR GROUP INC/DELAWARE | 0.007298 | ✓ | | DYCOM INDUSTRIES INC | 0.006993 | ✓ | | BLOOM ENERGY CORP CL A | 0.006849 | ✓ | | ENERSYS INC | 0.006626 | ✓ | | PRIMORIS SVCS CORP | 0.006562 | ✓ | | FABRINET | 0.006179 | ✓ | | ECHOSTAR CORP CL A | 0.006102 | ✓ | | STERLING INFRASTRUCTURE INC | 0.005955 | ✓ | | API GROUP CORP | 0.005854 | ✓ | | BANK OF NT BUTTERFIELD & SON LTD/THE | 0.005660 | ✓ | | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005203 | ✓ | | GENERATE BIOMEDI | 0.005122 | ✓ | | PAR PACIFIC HOLDINGS INC | 0.005108 | ✓ | | Constellium SE, Class A | 0.005108 | ✓ | | CNX RESOURCES CORP | 0.005094 | ✓ | | COMMERCIAL METALS CO | 0.004998 | ✓ | | ADV ENERGY INDS | 0.004843 | ✓ | | WATTS WATER TECH INC CL A | 0.004807 | ✓ | | BRIDGEBIO PHARMA INC | 0.004670 | ✓ | | COEUR MINING INC | 0.004554 | ✓ | | ENOVA INTL INC | 0.004371 | ✓ | | SIGNET JEWELERS LTD | 0.004334 | ✓ | | TRANSOCEAN LTD | 0.004265 | ✓ | | ESSENTIAL PROPERTIES REALTY TRUST INC | 0.004183 | ✓ | | MCGRAW HILL INC | 0.004134 | ✓ | | ENSIGN GROUP INC | 0.004029 | ✓ | | APPLIED INDU TEC | 0.003956 | ✓ | | EASTERN BANKSHARES INC | 0.003907 | ✓ | | ATMUS FILTRATION TECHNOLOGIES INC | 0.003867 | ✓ | | OLD NATL BANCORP | 0.003849 | ✓ | | FORMFACTOR INC | 0.003818 | ✓ | | BALCHEM CORP | 0.003791 | ✓ | | GUARDANT HEALTH INC | 0.003791 | ✓ | | BROADSTONE NET LEASE INC | 0.003777 | ✓ | | GRIFFON CORP | 0.003769 | ✓ | | STONEX GROUP INC | 0.003702 | ✓ | | MADRIGAL PHARMACEUTICALS INC | 0.003690 | ✓ | | IONQ INC | 0.003657 | ✓ | | PLANET LABS PBC A | 0.003639 | ✓ | | HECLA MINING CO | 0.003636 | ✓ | | TTM TECHNOLOGIES INC | 0.003607 | ✓ | | PLEXUS CORP | 0.003547 | ✓ | | PIPER SANDLER CO | 0.003524 | ✓ | | TAYLOR MORRISON HOME CORP | 0.003517 | ✓ | | PRAXIS PRECISION MEDICINES INC | 0.003478 | ✓ | | RUSH ENTERPRISES INC CL A | 0.003470 | ✓ | ## Sources - N-PORT (fund A) — accession `0000940400-26-022541` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-012733` (as of 2026-03-31) --- _Informational only — not investment advice. 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