# Portfolio overlap — PECAX vs VSEIX

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

- Shared positions: 82
- JPMorgan SMID Cap Equity Fund covered by JPMorgan Small Cap Equity Fund: 0.6994857603614617281444719985
- JPMorgan Small Cap Equity Fund covered by JPMorgan SMID Cap Equity Fund: 0.6994857603614617281444719988

## 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 Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, IM Shares | 0.027764 | ✓ |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.026752 | ✓ |
| ELEMENT SOLUTIONS INC | 0.016085 | ✓ |
| HAYWARD HOLDINGS INC | 0.015710 | ✓ |
| MODINE MFG CO | 0.014907 | ✓ |
| MSA SAFETY INC | 0.014577 | ✓ |
| FABRINET | 0.014031 | ✓ |
| RBC BEARINGS INC | 0.013824 | ✓ |
| EVERCORE INC A | 0.013608 | ✓ |
| COLLIERS-SUBORD | 0.013550 | ✓ |
| BADGER METER INC | 0.013167 | ✓ |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.012925 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.012907 | ✓ |
| LOAR HOLDINGS INC | 0.012904 | ✓ |
| NOVANTA INC | 0.012848 | ✓ |
| APPLIED INDU TEC | 0.012820 |  |
| STEPSTONE GROUP INC CLASS A | 0.012581 | ✓ |
| CULLEN FROST BANKERS INC | 0.012552 | ✓ |
| WINTRUST FINL | 0.012456 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.012365 | ✓ |
| ENVISTA HOLDINGS CORP | 0.012319 | ✓ |
| CORE & MAIN IN-A | 0.012293 | ✓ |
| PLANET FITNESS INC CL A | 0.012000 | ✓ |
| MORNINGSTAR INC | 0.011943 | ✓ |
| KINSALE CAPITAL GROUP INC | 0.011937 | ✓ |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.011869 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.011844 |  |
| MARKETAXESS HLDGS INC | 0.011841 | ✓ |
| CUSHMAN and WAKEFIELD LTD | 0.011659 | ✓ |
| WYNDHAM HOTELS and RESORTS INC | 0.011540 | ✓ |
| HEALTHEQUITY INC | 0.011386 | ✓ |
| FIRST HORIZON CORP | 0.011262 | ✓ |
| SM ENERGY CO | 0.011114 | ✓ |
| COMMERCE BCSHS | 0.011044 | ✓ |
| POOL CORP | 0.010979 | ✓ |
| ENCOMPASS HEALTH CORP | 0.010694 | ✓ |
| Russell 2000 ETF | 0.010518 |  |
| BALCHEM CORP | 0.010263 |  |
| POWER INTEGRATIONS INC | 0.010122 | ✓ |
| MIDDLEBY CORP | 0.009990 | ✓ |
| PRIMO BRANDS CORP A | 0.009717 | ✓ |
| ALLEGRO MICROSYSTEMS INC | 0.009711 | ✓ |
| ICU MEDICAL INC | 0.009692 |  |
| SOLSTICE ADV MAT | 0.009650 | ✓ |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.009489 | ✓ |
| WSFS FINANCIAL CORP | 0.009255 | ✓ |
| PERIMETER SOLUTIONS SA | 0.008966 | ✓ |
| HILLMAN SOLUTIONS CORP | 0.008930 |  |
| PERFORMANCE FOOD GROUP CO | 0.008924 | ✓ |
| EAGLE MATERIALS INC | 0.008765 | ✓ |


## 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 `0002071691-26-012728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012728/0002071691-26-012728-index.htm>

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