# Portfolio overlap — JSECX vs OGGFX

Comparing **JPMorgan Small Cap Equity Fund** (2026-03-31) and **JPMorgan Small Cap Growth Fund** (2026-03-31).

- Shared positions: 26
- JPMorgan Small Cap Equity Fund covered by JPMorgan Small Cap Growth Fund: 0.2135431530919492272383404637
- JPMorgan Small Cap Growth Fund covered by JPMorgan Small Cap Equity Fund: 0.2135431530919492272383404637

## JPMorgan Small Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, IM Shares | 0.027764 | ✓ |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.026752 | ✓ |
| ELEMENT SOLUTIONS INC | 0.016085 |  |
| HAYWARD HOLDINGS INC | 0.015710 |  |
| MODINE MFG CO | 0.014907 | ✓ |
| MSA SAFETY INC | 0.014577 | ✓ |
| FABRINET | 0.014031 | ✓ |
| RBC BEARINGS INC | 0.013824 |  |
| EVERCORE INC A | 0.013608 | ✓ |
| COLLIERS-SUBORD | 0.013550 |  |
| BADGER METER INC | 0.013167 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.012925 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.012907 | ✓ |
| LOAR HOLDINGS INC | 0.012904 |  |
| NOVANTA INC | 0.012848 |  |
| APPLIED INDU TEC | 0.012820 | ✓ |
| STEPSTONE GROUP INC CLASS A | 0.012581 |  |
| CULLEN FROST BANKERS INC | 0.012552 |  |
| WINTRUST FINL | 0.012456 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.012365 |  |
| ENVISTA HOLDINGS CORP | 0.012319 |  |
| CORE & MAIN IN-A | 0.012293 |  |
| PLANET FITNESS INC CL A | 0.012000 | ✓ |
| MORNINGSTAR INC | 0.011943 |  |
| KINSALE CAPITAL GROUP INC | 0.011937 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.011869 |  |
| CASELLA WASTE SYS INC CL A | 0.011844 | ✓ |
| MARKETAXESS HLDGS INC | 0.011841 |  |
| CUSHMAN and WAKEFIELD LTD | 0.011659 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.011540 | ✓ |
| HEALTHEQUITY INC | 0.011386 | ✓ |
| FIRST HORIZON CORP | 0.011262 |  |
| SM ENERGY CO | 0.011114 |  |
| COMMERCE BCSHS | 0.011044 |  |
| POOL CORP | 0.010979 |  |
| ENCOMPASS HEALTH CORP | 0.010694 |  |
| Russell 2000 ETF | 0.010518 |  |
| BALCHEM CORP | 0.010263 |  |
| POWER INTEGRATIONS INC | 0.010122 |  |
| MIDDLEBY CORP | 0.009990 |  |
| PRIMO BRANDS CORP A | 0.009717 |  |
| ALLEGRO MICROSYSTEMS INC | 0.009711 | ✓ |
| ICU MEDICAL INC | 0.009692 |  |
| SOLSTICE ADV MAT | 0.009650 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.009489 |  |
| WSFS FINANCIAL CORP | 0.009255 |  |
| PERIMETER SOLUTIONS SA | 0.008966 |  |
| HILLMAN SOLUTIONS CORP | 0.008930 |  |
| PERFORMANCE FOOD GROUP CO | 0.008924 |  |
| EAGLE MATERIALS INC | 0.008765 | ✓ |

## JPMorgan Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.050760 | ✓ |
| FABRINET | 0.022905 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.019374 | ✓ |
| NEXTRACKER INC CL A | 0.016931 |  |
| SPX TECHNOLOGIES INC | 0.016084 |  |
| FIRSTCASH HOLDINGS INC | 0.016066 |  |
| MODINE MFG CO | 0.015815 | ✓ |
| BLOOM ENERGY CORP CL A | 0.015807 |  |
| VICOR CORPORATION | 0.013418 |  |
| VSE CORP | 0.013150 |  |
| VERADERMICS INC | 0.013109 |  |
| APOGEE THERAPEUTICS INC | 0.012892 |  |
| STERLING INFRASTRUCTURE INC | 0.012514 |  |
| JPMorgan Prime Money Market Fund, IM Shares | 0.012430 | ✓ |
| RUSH ENTERPRISES INC CL A | 0.011784 |  |
| MKS INSTRUMENTS INC | 0.011562 |  |
| CHEFS WAREHOUSE INC | 0.011366 | ✓ |
| STONEX GROUP INC | 0.010978 |  |
| PRIMORIS SVCS CORP | 0.010689 |  |
| NUVALENT INC-A | 0.010285 |  |
| TERRENO REALTY CORP | 0.010146 |  |
| XENON PHARMACEUTICALS INC | 0.010123 |  |
| ALLEGRO MICROSYSTEMS INC | 0.009816 | ✓ |
| AMERIS BANCORP | 0.009761 |  |
| RHYTHM PHARMACEUTICALS INC | 0.009677 |  |
| SIONNA THERAPEUTICS INC | 0.009640 |  |
| BOYD GAMING CORP | 0.009625 |  |
| CRINETICS PHARMACEUTICALS INC | 0.009613 |  |
| CASELLA WASTE SYS INC CL A | 0.009567 | ✓ |
| JFROG LTD | 0.009558 |  |
| TERNS PHARMACEUTICALS INC | 0.009432 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.009403 |  |
| RAMBUS INC | 0.009214 |  |
| DYCOM INDUSTRIES INC | 0.009195 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.009164 | ✓ |
| LITTELFUSE INC | 0.009078 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.008991 |  |
| MIRION TECHNOLOGIES INC-A | 0.008731 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.008681 | ✓ |
| ALKERMES PLC | 0.008664 |  |
| APPLIED INDU TEC | 0.008433 | ✓ |
| ONTO INNOVATION INC | 0.008373 |  |
| CLEAR SECURE INC | 0.008371 |  |
| SIMPSON MFG | 0.008350 | ✓ |
| PIPER SANDLER CO | 0.008307 |  |
| LCI INDUSTRIES | 0.008274 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.008207 |  |
| CACTUS INC CL A | 0.008108 | ✓ |
| DISC MEDICINE INC | 0.008042 |  |
| WARBY PARKER INC | 0.007895 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012728/0002071691-26-012728-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012750` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012750/0002071691-26-012750-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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