# Portfolio overlap — JSVPX vs VCSLX

Comparing **JPMorgan Small Cap Value Fund** (2026-03-31) and **Small Cap Index Fund** (2026-02-28).

- Shared positions: 469
- JPMorgan Small Cap Value Fund covered by Small Cap Index Fund: 0.3450109008576584135090886712
- Small Cap Index Fund covered by JPMorgan Small Cap Value Fund: 0.3450109008576584135090886713

## 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 | ✓ |

## Small Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.018835 |  |
| State Street Navigator Securities Lending Portfolio II | 0.011282 |  |
| BLOOM ENERGY CORP CL A | 0.010882 |  |
| FABRINET | 0.006303 |  |
| COEUR MINING INC | 0.005558 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005507 |  |
| HECLA MINING CO | 0.005063 | ✓ |
| ECHOSTAR CORP CL A | 0.005009 | ✓ |
| NEXTRACKER INC CL A | 0.004903 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.004594 |  |
| IONQ INC | 0.004151 |  |
| STERLING INFRASTRUCTURE INC | 0.004084 |  |
| ADV ENERGY INDS | 0.004045 |  |
| ENSIGN GROUP INC | 0.003846 |  |
| MODINE MFG CO | 0.003808 | ✓ |
| DYCOM INDUSTRIES INC | 0.003765 |  |
| GUARDANT HEALTH INC | 0.003646 |  |
| SPX TECHNOLOGIES INC | 0.003499 |  |
| RAMBUS INC | 0.003438 |  |
| TTM TECHNOLOGIES INC | 0.003412 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003371 |  |
| AEROVIRONMENT INC | 0.003050 |  |
| INTERDIGITAL INC | 0.003036 |  |
| MOOG INC-CLASS A | 0.003035 |  |
| CHART INDUSTRIES INC | 0.002998 |  |
| CARETRUST REIT INC | 0.002920 | ✓ |
| WATTS WATER TECH INC CL A | 0.002887 |  |
| AMERICAN HEALTHCARE REIT INC | 0.002825 | ✓ |
| SITIME CORP | 0.002741 |  |
| FLUOR CORP | 0.002693 | ✓ |
| UMB FINANCIAL CORP | 0.002693 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.002683 |  |
| PRAXIS PRECISION MEDICINES INC | 0.002645 | ✓ |
| COMMERCIAL METALS CO | 0.002610 | ✓ |
| PRIMORIS SVCS CORP | 0.002608 | ✓ |
| SANMINA CORP | 0.002594 | ✓ |
| OLD NATL BANCORP | 0.002587 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.002572 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.002568 |  |
| SEMTECH CORP | 0.002515 |  |
| TEREX CORP | 0.002465 | ✓ |
| FORMFACTOR INC | 0.002463 | ✓ |
| VAXCYTE INC | 0.002451 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.002450 |  |
| FIRSTCASH HOLDINGS INC | 0.002442 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.002431 |  |
| URANIUM ENERGY CORP | 0.002339 |  |
| CYTOKINETICS INC | 0.002323 | ✓ |
| ESCO TECHNOLOGIES INC | 0.002305 |  |
| FED SIGNAL CORP | 0.002236 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012742` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012742/0002071691-26-012742-index.htm>
- N-PORT (fund B) — accession `0001410368-26-041617` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/719423/000141036826041617/0001410368-26-041617-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_