# Portfolio overlap — JSCHX vs IJSIX

Comparing **JPMorgan Small Cap Blend Fund** (2026-03-31) and **VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO** (2026-03-31).

- Shared positions: 148
- JPMorgan Small Cap Blend Fund covered by VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO: 0.2470667571626847743416899408
- VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO covered by JPMorgan Small Cap Blend Fund: 0.2470667571626847743416899412

## JPMorgan Small Cap Blend Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.024549 |  |
| FABRINET | 0.011559 | ✓ |
| JPMorgan Prime Money Market Fund, IM Shares | 0.010918 |  |
| DIGITALOCEAN HOLDINGS INC | 0.009777 | ✓ |
| WILEY JOHN&SON-A | 0.008935 | ✓ |
| NEXTRACKER INC CL A | 0.008544 | ✓ |
| APPLIED INDU TEC | 0.008532 | ✓ |
| ENSIGN GROUP INC | 0.008304 | ✓ |
| MEDIAALPHA INC CL A | 0.008301 |  |
| OLD NATL BANCORP | 0.008262 | ✓ |
| SPX TECHNOLOGIES INC | 0.008116 |  |
| FIRSTCASH HOLDINGS INC | 0.008107 | ✓ |
| MODINE MFG CO | 0.007984 | ✓ |
| BLOOM ENERGY CORP CL A | 0.007977 | ✓ |
| MAGNOLIA OIL and GAS CORPO CL A | 0.007964 | ✓ |
| SELECTIVE INSURANCE GROUP INC | 0.007717 |  |
| RADIAN GROUP INC | 0.007323 | ✓ |
| SCANSOURCE INC | 0.007263 | ✓ |
| LIVANOVA PLC | 0.007178 | ✓ |
| CARS.COM INC | 0.007140 |  |
| HB FULLER CO | 0.007044 | ✓ |
| ONE GAS INC | 0.006973 | ✓ |
| STAGWELL INC | 0.006944 | ✓ |
| SANMINA CORP | 0.006852 | ✓ |
| MATADOR RESOURCES COMPANY | 0.006834 |  |
| DONNELLEY FINANCIAL SOLUTIONS INC | 0.006815 | ✓ |
| VICOR CORPORATION | 0.006771 |  |
| QCR HOLDINGS INC | 0.006700 | ✓ |
| INSIGHT ENTERPRISES INC | 0.006678 | ✓ |
| VSE CORP | 0.006636 |  |
| PROVIDENT FINANCIAL SVCS INC | 0.006624 | ✓ |
| SAFETY INSURANCE GROUP INC | 0.006621 | ✓ |
| VERADERMICS INC | 0.006557 |  |
| APOGEE THERAPEUTICS INC | 0.006508 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.006318 | ✓ |
| WESBANCO INC | 0.006130 | ✓ |
| SOUTHSTATE BANK CORP | 0.006030 | ✓ |
| RUSH ENTERPRISES INC CL A | 0.005947 | ✓ |
| MKS INSTRUMENTS INC | 0.005835 |  |
| RALLIANT CORP | 0.005749 |  |
| CHEFS WAREHOUSE INC | 0.005736 | ✓ |
| KODIAK GAS SERVICES INC | 0.005728 |  |
| KITE REALTY GROUP TRUST | 0.005713 | ✓ |
| WSFS FINANCIAL CORP | 0.005704 | ✓ |
| COLUMBIA BANKING SYSTEMS INC | 0.005674 |  |
| GRAHAM HOLDINGS CO | 0.005631 |  |
| MCGRATH RENTCORP | 0.005571 | ✓ |
| ENCOMPASS HEALTH CORP | 0.005542 | ✓ |
| STONEX GROUP INC | 0.005540 | ✓ |
| CNX RESOURCES CORP | 0.005464 | ✓ |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012740` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012740/0002071691-26-012740-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022541` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/837276/000094040026022541/0000940400-26-022541-index.htm>

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