# Portfolio overlap — JSGZX vs CZMSX

Comparing **JPMorgan Small Cap Growth Fund** (2026-03-31) and **Multi-Manager Small Cap Equity Strategies Fund** (2026-02-28).

- Shared positions: 126
- JPMorgan Small Cap Growth Fund covered by Multi-Manager Small Cap Equity Strategies Fund: 0.3143483921835034552410310900
- Multi-Manager Small Cap Equity Strategies Fund covered by JPMorgan Small Cap Growth Fund: 0.3143483921835034552410310900

## 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 | ✓ |

## Multi-Manager Small Cap Equity Strategies Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COLUMBIA SHORT TERM CASH FUND | 0.014232 |  |
| CASELLA WASTE SYS INC CL A | 0.011731 | ✓ |
| SPX TECHNOLOGIES INC | 0.010187 | ✓ |
| RBC BEARINGS INC | 0.008577 |  |
| LEMAITRE VASCULAR INC | 0.008485 |  |
| MERIT MEDICAL SYSTEMS INC | 0.008313 | ✓ |
| FIRSTSERVICE-WI | 0.008017 |  |
| BALCHEM CORP | 0.007982 |  |
| ESCO TECHNOLOGIES INC | 0.007509 |  |
| NOVANTA INC | 0.007403 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.007343 |  |
| DIGI INTL INC | 0.007167 |  |
| MSA SAFETY INC | 0.006894 | ✓ |
| FABRINET | 0.006656 | ✓ |
| SIMPSON MFG | 0.006576 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.006403 |  |
| CSW INDUSTRI INC | 0.006202 |  |
| MERCURY SYSTEMS INC | 0.005925 |  |
| BREAD FINANCIAL HOLDINGS | 0.005852 |  |
| AAON INC | 0.005771 | ✓ |
| DESCARTES SYS | 0.005494 |  |
| COMMERCIAL METALS CO | 0.005481 |  |
| BLOOM ENERGY CORP CL A | 0.005440 | ✓ |
| SPHERE ENTERTAINMENT CO | 0.005222 |  |
| REPLIGEN CORP | 0.005066 |  |
| HELIOS TECHNOLOGIES INC | 0.005031 |  |
| FED SIGNAL CORP | 0.004991 |  |
| MODINE MFG CO | 0.004860 | ✓ |
| BLACKLINE INC | 0.004820 | ✓ |
| BANKUNITED INC | 0.004816 |  |
| 10X GENOMICS INC | 0.004806 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.004777 | ✓ |
| STEVANATO GROUP SPA | 0.004746 |  |
| VICOR CORPORATION | 0.004662 | ✓ |
| EXPONENT INC | 0.004652 |  |
| VALLEY NATL BANCORP | 0.004577 |  |
| FIRSTCASH HOLDINGS INC | 0.004576 | ✓ |
| RUSH ENTERPRISES INC CL A | 0.004521 | ✓ |
| VSE CORP | 0.004497 | ✓ |
| ARCBEST CORP | 0.004412 |  |
| NEXTRACKER INC CL A | 0.004379 | ✓ |
| ANDERSONS INC | 0.004358 |  |
| DHT HOLDINGS INC | 0.004267 |  |
| MIRION TECHNOLOGIES INC-A | 0.004234 | ✓ |
| TUTOR PERINI CORP | 0.004093 |  |
| CHEFS WAREHOUSE INC | 0.004090 | ✓ |
| AZENTA INC | 0.004085 |  |
| HILLTOP HOLDINGS | 0.004005 |  |
| National Energy Services Reunited Corporation | 0.003807 |  |
| FIRST BANCORP PUERTO RICO | 0.003796 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012750` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012750/0002071691-26-012750-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040872` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826040872/0001410368-26-040872-index.htm>

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