# Portfolio overlap — JSCZX vs SWSSX

Comparing **JPMorgan U.S. Small Company Fund** (2026-03-31) and **Schwab Small-Cap Index Fund** (2026-01-31).

- Shared positions: 608
- JPMorgan U.S. Small Company Fund covered by Schwab Small-Cap Index Fund: 0.4891907836562462229911938022
- Schwab Small-Cap Index Fund covered by JPMorgan U.S. Small Company Fund: 0.4891907836562462229911938021

## 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 | ✓ |

## Schwab Small-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.010813 |  |
| BLOOM ENERGY CORP CL A | 0.010710 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.006220 | ✓ |
| FABRINET | 0.005723 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.005559 | ✓ |
| NEXTRACKER INC CL A | 0.005529 | ✓ |
| ECHOSTAR CORP CL A | 0.004969 | ✓ |
| HECLA MINING CO | 0.004633 | ✓ |
| GUARDANT HEALTH INC | 0.004483 | ✓ |
| IONQ INC | 0.004378 | ✓ |
| COEUR MINING INC | 0.004236 | ✓ |
| RAMBUS INC | 0.003975 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003967 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.003456 | ✓ |
| AEROVIRONMENT INC | 0.003408 | ✓ |
| DYCOM INDUSTRIES INC | 0.003306 | ✓ |
| TTM TECHNOLOGIES INC | 0.003253 | ✓ |
| SPX TECHNOLOGIES INC | 0.003253 |  |
| MODINE MFG CO | 0.003132 | ✓ |
| ENSIGN GROUP INC | 0.003120 | ✓ |
| ADV ENERGY INDS | 0.003116 | ✓ |
| CHART INDUSTRIES INC | 0.003035 |  |
| UMB FINANCIAL CORP | 0.002990 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.002976 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.002944 | ✓ |
| OKLO INC | 0.002801 | ✓ |
| MOOG INC-CLASS A | 0.002781 | ✓ |
| COMMERCIAL METALS CO | 0.002770 | ✓ |
| OLD NATL BANCORP | 0.002769 | ✓ |
| INTERDIGITAL INC | 0.002737 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.002723 | ✓ |
| AVIDITY BIOSCIENCES | 0.002717 |  |
| CARETRUST REIT INC | 0.002717 | ✓ |
| JACKSON FINANCIAL INC | 0.002666 | ✓ |
| URANIUM ENERGY CORP | 0.002663 | ✓ |
| WATTS WATER TECH INC CL A | 0.002661 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.002660 |  |
| APPLIED DIGITAL CORP | 0.002606 | ✓ |
| COMPASS INC - A | 0.002602 | ✓ |
| PRIMORIS SVCS CORP | 0.002597 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.002568 | ✓ |
| CADENCE BANK | 0.002545 |  |
| SITIME CORP | 0.002533 | ✓ |
| PRAXIS PRECISION MEDICINES INC | 0.002497 | ✓ |
| ORMAT TECHNOLOGIES INC | 0.002471 |  |
| AXSOME THERAPEUTICS INC | 0.002447 | ✓ |
| FLUOR CORP | 0.002409 | ✓ |
| SANMINA CORP | 0.002396 | ✓ |
| CYTOKINETICS INC | 0.002388 | ✓ |
| HEALTHEQUITY INC | 0.002367 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012733` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012733/0002071691-26-012733-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030064` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030064/0001410368-26-030064-index.htm>

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