# Portfolio overlap — JSERX vs SCDS Comparing **JPMorgan Small Cap Equity Fund** (2026-03-31) and **JPMorgan Fundamental Data Science Small Core ETF** (2026-03-31). - Shared positions: 35 - JPMorgan Small Cap Equity Fund covered by JPMorgan Fundamental Data Science Small Core ETF: 0.2201667215235570333447907530 - JPMorgan Fundamental Data Science Small Core ETF covered by JPMorgan Small Cap Equity Fund: 0.2201667215235570333447907531 ## 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 Fundamental Data Science Small Core ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Prime Money Market Fund, IM Shares | 0.035344 | ✓ | | FABRINET | 0.015371 | ✓ | | BLOOM ENERGY CORP CL A | 0.012548 | | | VICOR CORPORATION | 0.010971 | | | MODINE MFG CO | 0.009962 | ✓ | | DIGITALOCEAN HOLDINGS INC | 0.009591 | ✓ | | NEXTRACKER INC CL A | 0.009567 | | | TTM TECHNOLOGIES INC | 0.009562 | | | AZZ INC | 0.009355 | | | WSFS FINANCIAL CORP | 0.009071 | ✓ | | RYMAN HOSPITALITY PPTYS INC | 0.009007 | ✓ | | MONARCH CASINO and RESORT INC | 0.008272 | ✓ | | MOOG INC-CLASS A | 0.008190 | | | FIRST INTST BANCSYST INC CL A | 0.008029 | ✓ | | PRIMORIS SVCS CORP | 0.008006 | | | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.007995 | | | JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.007892 | ✓ | | KITE REALTY GROUP TRUST | 0.007856 | | | BANKUNITED INC | 0.007778 | ✓ | | FIRST FIN BANCRP | 0.007686 | ✓ | | RUSH ENTERPRISES INC CL A | 0.007642 | | | LCI INDUSTRIES | 0.007549 | | | PORTLAND GENERAL ELECTRIC CO | 0.007513 | ✓ | | MYR GROUP INC/DELAWARE | 0.007367 | | | ATMUS FILTRATION TECHNOLOGIES INC | 0.007307 | | | TRICO BANCSHARES | 0.007282 | | | RAMBUS INC | 0.007258 | | | SM ENERGY CO | 0.007255 | ✓ | | CHEFS WAREHOUSE INC | 0.007113 | ✓ | | XENON PHARMACEUTICALS INC | 0.007083 | | | CHESAPEAKE UTILITIES CORP | 0.007039 | | | RADIAN GROUP INC | 0.006856 | | | LIFE TIME GROUP HOLDINGS INC | 0.006837 | | | KNOWLES CORP | 0.006826 | | | FIRST MERCHANTS CORP | 0.006770 | | | WATTS WATER TECH INC CL A | 0.006711 | | | PERIMETER SOLUTIONS SA | 0.006692 | ✓ | | MUELLER INDUSTRIES INC | 0.006232 | | | SLB LTD | 0.006170 | | | CITY HOLDING CO | 0.006157 | | | PLEXUS CORP | 0.006024 | | | CLEAR SECURE INC | 0.006021 | | | PROTAGONIST THERAPEUTICS INC | 0.005928 | | | CLEARWATER ANALYTICS HOLDINGS INC | 0.005887 | | | AMICUS THERAPEUTICS INC | 0.005853 | | | GROUP 1 AUTOMOTIVE INC | 0.005811 | | | BALCHEM CORP | 0.005797 | ✓ | | GRAHAM HOLDINGS CO | 0.005718 | | | TWIST BIOSCIENCE CORP | 0.005705 | | | HEALTHEQUITY INC | 0.005683 | ✓ | ## Sources - N-PORT (fund A) — accession `0002071691-26-012728` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-012753` (as of 2026-03-31) --- _Informational only — not investment advice. 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