# Portfolio overlap — PECAX vs OGGFX

Comparing **JPMorgan SMID Cap Equity Fund** (2026-03-31) and **JPMorgan Small Cap Growth Fund** (2026-03-31).

- Shared positions: 22
- JPMorgan SMID Cap Equity Fund covered by JPMorgan Small Cap Growth Fund: 0.1709257102116107174926285202
- JPMorgan Small Cap Growth Fund covered by JPMorgan SMID Cap Equity Fund: 0.1709257102116107174926285202

## JPMorgan SMID Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, IM Shares | 0.030841 | ✓ |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.028199 | ✓ |
| NVENT ELECTRIC PLC | 0.016642 |  |
| HAYWARD HOLDINGS INC | 0.015911 |  |
| PERFORMANCE FOOD GROUP CO | 0.015525 |  |
| TRANSUNION | 0.013733 |  |
| WASTE CONNECTIONS INC | 0.013713 |  |
| MODINE MFG CO | 0.013530 | ✓ |
| LPL FINL HLDGS INC | 0.013467 |  |
| RELIANCE STEEL and ALUMINUM CO | 0.013213 |  |
| LOAR HOLDINGS INC | 0.013060 |  |
| STERIS PLC | 0.012980 |  |
| FIRST HORIZON CORP | 0.012819 |  |
| COLLIERS-SUBORD | 0.012815 |  |
| ENVISTA HOLDINGS CORP | 0.012588 |  |
| KINSALE CAPITAL GROUP INC | 0.012235 |  |
| DOMINOS PIZZA INC | 0.012099 |  |
| POOL CORP | 0.012062 |  |
| EVERCORE INC A | 0.012015 | ✓ |
| STEPSTONE GROUP INC CLASS A | 0.011854 |  |
| PLANET FITNESS INC CL A | 0.011814 | ✓ |
| WINTRUST FINL | 0.011725 |  |
| NOVANTA INC | 0.011679 |  |
| ENTEGRIS INC | 0.011605 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.011480 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.011470 |  |
| CORE & MAIN IN-A | 0.011459 |  |
| BURLINGTON STORES INC | 0.011193 |  |
| MSA SAFETY INC | 0.011152 | ✓ |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.011135 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.011013 | ✓ |
| MARKETAXESS HLDGS INC | 0.010964 |  |
| LENNOX INTL INC | 0.010885 |  |
| RBC BEARINGS INC | 0.010870 |  |
| MORNINGSTAR INC | 0.010847 |  |
| CUSHMAN and WAKEFIELD LTD | 0.010825 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.010762 |  |
| CULLEN FROST BANKERS INC | 0.010677 |  |
| SM ENERGY CO | 0.010350 |  |
| SOLSTICE ADV MAT | 0.010162 |  |
| ALLEGRO MICROSYSTEMS INC | 0.009959 | ✓ |
| BROWN & BROWN | 0.009791 |  |
| BJS WHSL CLUB HLDGS INC | 0.009748 |  |
| MIDDLEBY CORP | 0.009697 |  |
| HEALTHEQUITY INC | 0.009536 | ✓ |
| IDEX CORPORATION | 0.009372 |  |
| PAYLOCITY HOLDING CORP | 0.009325 |  |
| FABRINET | 0.009321 | ✓ |
| RB GLOBAL INC | 0.009306 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.009129 |  |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012785` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012785/0002071691-26-012785-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012750` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012750/0002071691-26-012750-index.htm>

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