# Portfolio overlap — JSVZX vs RESM

Comparing **JPMorgan Small Cap Value Fund** (2026-03-31) and **Columbia Research Enhanced Small Cap ETF** (2026-03-31).

- Shared positions: 330
- JPMorgan Small Cap Value Fund covered by Columbia Research Enhanced Small Cap ETF: 0.3639591802096747678419728829
- Columbia Research Enhanced Small Cap ETF covered by JPMorgan Small Cap Value Fund: 0.3639591802096747678419728827

## 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 | ✓ |

## Columbia Research Enhanced Small Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FABRINET | 0.009709 |  |
| NEXTRACKER INC CL A | 0.009607 | ✓ |
| Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund | 0.008312 |  |
| STERLING INFRASTRUCTURE INC | 0.006651 |  |
| LXP INDUSTRIAL TRUST REIT | 0.006391 | ✓ |
| ADV ENERGY INDS | 0.006324 |  |
| ENSIGN GROUP INC | 0.005660 |  |
| DYCOM INDUSTRIES INC | 0.005312 |  |
| HECLA MINING CO | 0.005270 | ✓ |
| CHART INDUSTRIES INC | 0.005132 |  |
| COEUR MINING INC | 0.005131 | ✓ |
| TTM TECHNOLOGIES INC | 0.005059 | ✓ |
| IES HOLDINGS INC | 0.004980 |  |
| RAMBUS INC | 0.004777 |  |
| FIRSTCASH HOLDINGS INC | 0.004298 |  |
| WATTS WATER TECH INC CL A | 0.004267 |  |
| PRIMORIS SVCS CORP | 0.004252 | ✓ |
| JACKSON FINANCIAL INC | 0.004109 | ✓ |
| FLUOR CORP | 0.004084 | ✓ |
| ESCO TECHNOLOGIES INC | 0.004044 |  |
| BRIDGEBIO PHARMA INC | 0.003978 |  |
| INTERDIGITAL INC | 0.003946 |  |
| ARGAN INC | 0.003914 |  |
| AMERICAN HEALTHCARE REIT INC | 0.003866 | ✓ |
| FORMFACTOR INC | 0.003865 | ✓ |
| SITIME CORP | 0.003835 |  |
| VIAVI SOLUTIONS INC | 0.003815 |  |
| CARETRUST REIT INC | 0.003783 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.003647 |  |
| ORMAT TECHNOLOGIES INC | 0.003619 |  |
| TEREX CORP | 0.003610 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.003592 |  |
| SEMTECH CORP | 0.003591 |  |
| HEALTHEQUITY INC | 0.003548 |  |
| FED SIGNAL CORP | 0.003532 |  |
| SANMINA CORP | 0.003515 | ✓ |
| SILICON LABS | 0.003467 |  |
| ENERSYS INC | 0.003461 | ✓ |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.003437 |  |
| VALLEY NATL BANCORP | 0.003437 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.003420 |  |
| UNITED BANKSHS | 0.003301 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.003301 | ✓ |
| ESSENT GROUP LTD | 0.003169 | ✓ |
| TRANSOCEAN LTD | 0.003129 | ✓ |
| PORTLAND GENERAL ELECTRIC CO | 0.003120 | ✓ |
| PIPER SANDLER CO | 0.003100 |  |
| HANCOCK WHITNEY CORP | 0.003053 | ✓ |
| NOBLE CORP PLC | 0.003045 | ✓ |
| GLAUKOS CORP | 0.003024 |  |


## 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 `0001410368-26-055073` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1551950/000141036826055073/0001410368-26-055073-index.htm>

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