# Portfolio overlap — JSECX vs SIVIX

Comparing **JPMorgan Small Cap Equity Fund** (2026-03-31) and **State Street Institutional Small-Cap Equity Fund** (2026-03-31).

- Shared positions: 46
- JPMorgan Small Cap Equity Fund covered by State Street Institutional Small-Cap Equity Fund: 0.1732302273736525537194718249
- State Street Institutional Small-Cap Equity Fund covered by JPMorgan Small Cap Equity Fund: 0.1732302273736525537194718251

## 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 | ✓ |

## State Street Institutional Small-Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.047017 |  |
| MSA SAFETY INC | 0.013992 | ✓ |
| CSW INDUSTRI INC | 0.012736 |  |
| DARLING INGREDIENTS INC | 0.012165 |  |
| ENERPAC TOOL GROUP CORP CL A | 0.011629 |  |
| IDACORP INC | 0.011289 |  |
| APPLIED INDU TEC | 0.010764 | ✓ |
| INGEVITY CORP | 0.010731 |  |
| MURPHY USA INC | 0.010626 |  |
| BOOT BARN HOLDINGS INC | 0.010244 |  |
| MUELLER INDUSTRIES INC | 0.009844 |  |
| MODINE MFG CO | 0.009655 | ✓ |
| DORMAN PRODUCTS INC | 0.009511 |  |
| LOUISIANA PACIFIC CORP | 0.009413 |  |
| EXTREME NETWORKS INC | 0.009127 |  |
| LITTELFUSE INC | 0.009065 |  |
| CULLEN FROST BANKERS INC | 0.009013 | ✓ |
| BRINK'S CO/THE | 0.008813 |  |
| BELDEN INC | 0.008779 |  |
| KADANT INC | 0.008732 |  |
| LIVE OAK BANCSHARES INC | 0.008722 |  |
| US PHYSICAL THERAPY INC | 0.008392 |  |
| CRANE NXT CO | 0.008240 |  |
| SM ENERGY CO | 0.008054 | ✓ |
| REPLIGEN CORP | 0.007734 |  |
| AGCO CORP | 0.007596 |  |
| SEMTECH CORP | 0.007426 |  |
| ONESPAWORLD HOLDINGS LTD | 0.007341 |  |
| ARMSTRONG WORLD INDUSTRIES INC | 0.007334 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.006822 |  |
| WSFS FINANCIAL CORP | 0.006781 | ✓ |
| NORTHERN OIL AND GAS INC | 0.006723 |  |
| ONTO INNOVATION INC | 0.006674 |  |
| WOODWARD INC | 0.006603 | ✓ |
| AVIENT CORP | 0.006460 |  |
| RLI CORP | 0.006452 | ✓ |
| STEPAN CO | 0.006371 |  |
| SIMPSON MFG | 0.006304 | ✓ |
| ADAPTHEALTH CORP | 0.006179 |  |
| CACTUS INC CL A | 0.006130 | ✓ |
| PROSPERITY BNCSH | 0.005934 |  |
| EASTGROUP PROP | 0.005916 | ✓ |
| SPX TECHNOLOGIES INC | 0.005833 |  |
| PALOMAR HOLDINGS | 0.005820 |  |
| BRUKER CORP | 0.005815 |  |
| RENASANT CORP | 0.005521 |  |
| MATADOR RESOURCES COMPANY | 0.005407 |  |
| PLEXUS CORP | 0.005403 |  |
| BRAZE INC-A | 0.005323 |  |
| NOVANTA INC | 0.005306 | ✓ |


## 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 `0001410368-26-055346` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1040061/000141036826055346/0001410368-26-055346-index.htm>

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