# Portfolio overlap — JSECX vs SASMX

Comparing **JPMorgan Small Cap Equity Fund** (2026-03-31) and **ClearBridge Small Cap Growth Fund** (2026-04-30).

- Shared positions: 18
- JPMorgan Small Cap Equity Fund covered by ClearBridge Small Cap Growth Fund: 0.1556985059552537600367650275
- ClearBridge Small Cap Growth Fund covered by JPMorgan Small Cap Equity Fund: 0.1556985059552537600367650274

## 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 |  |

## ClearBridge Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.054639 |  |
| LATTICE SEMICONDUCTOR CORP | 0.039272 |  |
| RBC BEARINGS INC | 0.031640 | ✓ |
| FABRINET | 0.030199 | ✓ |
| XPO LOGISTICS INC | 0.025669 |  |
| ALLEGRO MICROSYSTEMS INC | 0.024983 | ✓ |
| ELEMENT SOLUTIONS INC | 0.024431 | ✓ |
| BWX TECHNOLOGIES INC | 0.022844 |  |
| CASEY'S GENERAL | 0.022645 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.021460 |  |
| PJT PARTNERS INC | 0.020113 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.019022 |  |
| ST STR SPDR S P BIOTECH E | 0.018139 |  |
| GXO LOGISTICS INC | 0.017927 |  |
| CACTUS INC CL A | 0.016810 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.016511 | ✓ |
| DUTCH BROS INC-A | 0.016428 |  |
| MODINE MFG CO | 0.015654 | ✓ |
| MATADOR RESOURCES COMPANY | 0.015315 |  |
| OSI SYSTEMS INC | 0.015225 |  |
| MIRUM PHARMACEUTICALS INC | 0.014871 |  |
| HEALTHEQUITY INC | 0.014727 | ✓ |
| BJS WHSL CLUB HLDGS INC | 0.014617 | ✓ |
| TG THERAPEUTICS INC | 0.014428 |  |
| MOOG INC-CLASS A | 0.014387 |  |
| BALCHEM CORP | 0.013721 | ✓ |
| HAMILTON LANE INC - A | 0.013521 |  |
| GLOBAL-E ONLINE LTD | 0.013350 |  |
| XOMETRY INC-A | 0.013340 | ✓ |
| MCGRATH RENTCORP | 0.012797 |  |
| RADNET INC | 0.012792 |  |
| BRIDGEBIO PHARMA INC | 0.012739 |  |
| VARONIS SYSTEMS INC | 0.012355 |  |
| WINTRUST FINL | 0.012245 | ✓ |
| WINGSTOP INC | 0.011877 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.010692 |  |
| WIX.COM LTD | 0.010647 |  |
| MEDPACE HOLDINGS INC | 0.010419 | ✓ |
| INSMED INC | 0.009996 |  |
| SURGERY PARTNERS INC | 0.009817 |  |
| TARSUS PHARMACEUTICALS INC | 0.009809 |  |
| ZETA GLOBAL HOLDINGS CORP | 0.009792 |  |
| RAMBUS INC | 0.009744 |  |
| BOOT BARN HOLDINGS INC | 0.009681 |  |
| SHIFT4 PAYMENTS INC | 0.009658 |  |
| PROTAGONIST THERAPEUTICS INC | 0.009542 |  |
| KLAVIYO INC-A | 0.009491 |  |
| SOLARIS OIL IN-A | 0.009422 |  |
| FTAI AVIATION LTD | 0.009250 |  |
| TREX CO INC | 0.009227 |  |


## 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 `0000940400-26-024954` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/880366/000094040026024954/0000940400-26-024954-index.htm>

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