# Portfolio overlap — JSVPX vs JSCSX Comparing **JPMorgan Small Cap Value Fund** (2026-03-31) and **JPMorgan U.S. Small Company Fund** (2026-03-31). - Shared positions: 402 - JPMorgan Small Cap Value Fund covered by JPMorgan U.S. Small Company Fund: 0.5996946568750356476557006807 - JPMorgan U.S. Small Company Fund covered by JPMorgan Small Cap Value Fund: 0.5996946568750356476557006808 ## JPMorgan Small Cap Value Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.033088 | ✓ | | ECHOSTAR CORP CL A | 0.011968 | ✓ | | JPMorgan Prime Money Market Fund, IM Shares | 0.010376 | ✓ | | SOUTHWEST GAS HOLDINGS INC | 0.009314 | ✓ | | ENERSYS INC | 0.008055 | ✓ | | TRANSOCEAN LTD | 0.007513 | ✓ | | Teekay Tankers Ltd., Class A | 0.007368 | ✓ | | OLD NATL BANCORP | 0.007020 | ✓ | | CNX RESOURCES CORP | 0.006890 | ✓ | | COMMERCIAL METALS CO | 0.006807 | ✓ | | TTM TECHNOLOGIES INC | 0.006793 | ✓ | | BANK OF NT BUTTERFIELD & SON LTD/THE | 0.006746 | ✓ | | ESSENTIAL PROPERTIES REALTY TRUST INC | 0.006591 | ✓ | | CORPORATE OFFICE PROPERTIES TR | 0.006262 | ✓ | | PAR PACIFIC HOLDINGS INC | 0.006247 | ✓ | | HECLA MINING CO | 0.006046 | ✓ | | Constellium SE, Class A | 0.006033 | ✓ | | SIGNET JEWELERS LTD | 0.005935 | ✓ | | PORTLAND GENERAL ELECTRIC CO | 0.005852 | ✓ | | JACKSON FINANCIAL INC | 0.005647 | ✓ | | EASTERN BANKSHARES INC | 0.005591 | ✓ | | AMERIS BANCORP | 0.005590 | ✓ | | MYR GROUP INC/DELAWARE | 0.005493 | ✓ | | BROADSTONE NET LEASE INC | 0.005455 | ✓ | | TAYLOR MORRISON HOME CORP | 0.005394 | ✓ | | PRAXIS PRECISION MEDICINES INC | 0.005283 | ✓ | | CARETRUST REIT INC | 0.005222 | ✓ | | GENERATE BIOMEDI | 0.005220 | ✓ | | CONSOLIDATED WATER CO LTD | 0.005091 | ✓ | | TUTOR PERINI CORP | 0.005074 | ✓ | | ERASCA INC | 0.005054 | ✓ | | NOBLE CORP PLC | 0.005027 | ✓ | | MODINE MFG CO | 0.005016 | ✓ | | OTTER TAIL CORPORATION | 0.005013 | ✓ | | CNO FINANCIAL GROUP INC | 0.004879 | ✓ | | NEW JERSEY RESOURCES CORP | 0.004797 | ✓ | | ANDERSONS INC | 0.004752 | ✓ | | ENCORE CAPITAL G | 0.004742 | ✓ | | COEUR MINING INC | 0.004685 | ✓ | | LADDER CAPITAL CORP CL A | 0.004637 | ✓ | | UMB FINANCIAL CORP | 0.004580 | ✓ | | WESCO INTL | 0.004481 | ✓ | | SSR MINING INC | 0.004469 | ✓ | | QCR HOLDINGS INC | 0.004432 | ✓ | | ESSENT GROUP LTD | 0.004427 | ✓ | | VAXCYTE INC | 0.004420 | ✓ | | ENTERPRISE FINL SVCS CORP | 0.004393 | ✓ | | IDACORP INC | 0.004356 | ✓ | | BLACK HILLS CORP | 0.004355 | ✓ | | SABRA HEALTHCARE REIT INC | 0.004333 | ✓ | ## JPMorgan U.S. Small Company Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.043932 | ✓ | | JPMorgan Prime Money Market Fund, IM Shares | 0.017170 | ✓ | | MOOG INC-CLASS A | 0.009500 | | | MODINE MFG CO | 0.008476 | ✓ | | MYR GROUP INC/DELAWARE | 0.007298 | ✓ | | DYCOM INDUSTRIES INC | 0.006993 | | | BLOOM ENERGY CORP CL A | 0.006849 | | | ENERSYS INC | 0.006626 | ✓ | | PRIMORIS SVCS CORP | 0.006562 | ✓ | | FABRINET | 0.006179 | | | ECHOSTAR CORP CL A | 0.006102 | ✓ | | STERLING INFRASTRUCTURE INC | 0.005955 | | | API GROUP CORP | 0.005854 | ✓ | | BANK OF NT BUTTERFIELD & SON LTD/THE | 0.005660 | ✓ | | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005203 | | | GENERATE BIOMEDI | 0.005122 | ✓ | | PAR PACIFIC HOLDINGS INC | 0.005108 | ✓ | | Constellium SE, Class A | 0.005108 | ✓ | | CNX RESOURCES CORP | 0.005094 | ✓ | | COMMERCIAL METALS CO | 0.004998 | ✓ | | ADV ENERGY INDS | 0.004843 | | | WATTS WATER TECH INC CL A | 0.004807 | | | BRIDGEBIO PHARMA INC | 0.004670 | | | COEUR MINING INC | 0.004554 | ✓ | | ENOVA INTL INC | 0.004371 | ✓ | | SIGNET JEWELERS LTD | 0.004334 | ✓ | | TRANSOCEAN LTD | 0.004265 | ✓ | | ESSENTIAL PROPERTIES REALTY TRUST INC | 0.004183 | ✓ | | MCGRAW HILL INC | 0.004134 | ✓ | | ENSIGN GROUP INC | 0.004029 | | | APPLIED INDU TEC | 0.003956 | | | EASTERN BANKSHARES INC | 0.003907 | ✓ | | ATMUS FILTRATION TECHNOLOGIES INC | 0.003867 | ✓ | | OLD NATL BANCORP | 0.003849 | ✓ | | FORMFACTOR INC | 0.003818 | ✓ | | BALCHEM CORP | 0.003791 | | | GUARDANT HEALTH INC | 0.003791 | | | BROADSTONE NET LEASE INC | 0.003777 | ✓ | | GRIFFON CORP | 0.003769 | ✓ | | STONEX GROUP INC | 0.003702 | ✓ | | MADRIGAL PHARMACEUTICALS INC | 0.003690 | | | IONQ INC | 0.003657 | | | PLANET LABS PBC A | 0.003639 | | | HECLA MINING CO | 0.003636 | ✓ | | TTM TECHNOLOGIES INC | 0.003607 | ✓ | | PLEXUS CORP | 0.003547 | ✓ | | PIPER SANDLER CO | 0.003524 | | | TAYLOR MORRISON HOME CORP | 0.003517 | ✓ | | PRAXIS PRECISION MEDICINES INC | 0.003478 | ✓ | | RUSH ENTERPRISES INC CL A | 0.003470 | ✓ | ## Sources - N-PORT (fund A) — accession `0002071691-26-012742` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-012733` (as of 2026-03-31) --- _Informational only — not investment advice. 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