# Portfolio overlap — VGIIX vs VMVLX

Comparing **JPMorgan U.S. Value Fund** (2026-03-31) and **VANGUARD MEGA CAP VALUE INDEX FUND** (2026-02-28).

- Shared positions: 53
- JPMorgan U.S. Value Fund covered by VANGUARD MEGA CAP VALUE INDEX FUND: 0.4221805115541433205886759892
- VANGUARD MEGA CAP VALUE INDEX FUND covered by JPMorgan U.S. Value Fund: 0.4221805115541433205886759895

## JPMorgan U.S. Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLS FARGO & CO | 0.029050 | ✓ |
| ALPHABET INC CL C | 0.024597 |  |
| CHEVRON CORP | 0.024109 | ✓ |
| CONOCOPHILLIPS | 0.023418 | ✓ |
| AMAZON.COM INC | 0.022396 |  |
| JOHNSON&JOHNSON | 0.021293 | ✓ |
| PHILIP MORRIS INTL INC | 0.020341 | ✓ |
| ANALOG DEVICES INC | 0.020296 | ✓ |
| BANK OF AMERICA CORPORATION | 0.020198 | ✓ |
| EATON CORP PLC | 0.019535 |  |
| RTX CORP | 0.019529 | ✓ |
| EOG RESOURCES INC | 0.018289 | ✓ |
| SCHWAB CHARLES CORP | 0.018215 | ✓ |
| MORGAN STANLEY | 0.017589 | ✓ |
| CARRIER GLOBAL CORP | 0.017429 |  |
| GENERAL DYNAMICS CORPORATION | 0.017162 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.016177 | ✓ |
| UNION PACIFIC CORP | 0.016016 | ✓ |
| CITIGROUP INC | 0.015753 | ✓ |
| LOWES COS INC | 0.015280 | ✓ |
| DOVER CORP | 0.015137 |  |
| MERCK & CO | 0.014801 | ✓ |
| AMERICAN EXPRESS CO | 0.014179 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.013585 | ✓ |
| MICROSOFT CORP | 0.013499 |  |
| TEXAS INSTRUMENTS INC | 0.013491 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.013403 | ✓ |
| 3M CO | 0.013362 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.013049 | ✓ |
| MCDONALDS CORP | 0.013048 | ✓ |
| NEXTERA ENERGY INC | 0.013019 | ✓ |
| BERKSHIRE HATH-B | 0.012893 | ✓ |
| TJX COS INC | 0.012888 |  |
| VULCAN MATERIALS CO | 0.012670 |  |
| DEERE & CO | 0.012652 | ✓ |
| WALT DISNEY CO/T | 0.012478 | ✓ |
| ABBVIE INC | 0.012195 | ✓ |
| HOME DEPOT INC | 0.012126 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.011984 | ✓ |
| WESTERN DIGITAL CORP | 0.011758 |  |
| WALMART INC | 0.011531 | ✓ |
| NXP SEMICONDUCTORS NV | 0.010816 |  |
| META PLATFORMS INC CL A | 0.010489 |  |
| CSX CORP | 0.010455 | ✓ |
| XCEL ENERGY INC | 0.010124 |  |
| CMS ENERGY CORP | 0.009985 |  |
| VENTAS INC REIT | 0.009747 |  |
| UNITEDHEALTH GRP | 0.009542 | ✓ |
| CVS HEALTH CORP | 0.009285 | ✓ |
| PROCTER & GAMBLE | 0.009128 | ✓ |

## VANGUARD MEGA CAP VALUE INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMORGAN CHASE and CO | 0.038384 |  |
| BERKSHIRE HATH-B | 0.034797 | ✓ |
| EXXON MOBIL CORP | 0.032168 |  |
| JOHNSON&JOHNSON | 0.029938 | ✓ |
| WALMART INC | 0.028064 | ✓ |
| MICRON TECHNOLOGY INC | 0.023212 | ✓ |
| COSTCO WHOLESALE CORP | 0.022407 |  |
| ABBVIE INC | 0.020516 | ✓ |
| PROCTER & GAMBLE | 0.019543 | ✓ |
| HOME DEPOT INC | 0.018958 | ✓ |
| CHEVRON CORP | 0.017869 | ✓ |
| GENERAL ELECTRIC CO | 0.017155 |  |
| CATERPILLAR INC | 0.015760 |  |
| BANK OF AMERICA CORPORATION | 0.015619 | ✓ |
| MERCK & CO | 0.015372 | ✓ |
| APPLIED MATERIALS INC | 0.014835 |  |
| PHILIP MORRIS INTL INC | 0.014547 | ✓ |
| CISCO SYSTEMS INC | 0.014133 |  |
| COCA-COLA CO/THE | 0.014039 |  |
| RTX CORP | 0.013589 | ✓ |
| UNITEDHEALTH GRP | 0.013288 | ✓ |
| WELLS FARGO & CO | 0.012789 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.012267 | ✓ |
| BERKSHIRE HATHAWAY INC CL A | 0.011904 |  |
| LINDE PLC | 0.011867 |  |
| PEPSICO INC | 0.011609 | ✓ |
| INTL BUS MACH CORP | 0.011231 | ✓ |
| AMGEN INC | 0.010455 |  |
| ABBOTT LABS | 0.010120 |  |
| AT&T INC | 0.009932 |  |
| MORGAN STANLEY | 0.009928 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.009793 | ✓ |
| NEXTERA ENERGY INC | 0.009768 | ✓ |
| TEXAS INSTRUMENTS INC | 0.009640 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.009516 |  |
| WALT DISNEY CO/T | 0.009469 | ✓ |
| CITIGROUP INC | 0.009295 | ✓ |
| INTEL CORP | 0.009250 |  |
| GILEAD SCIENCES INC | 0.009243 |  |
| ANALOG DEVICES INC | 0.008714 | ✓ |
| DEERE & CO | 0.008089 | ✓ |
| SCHWAB CHARLES CORP | 0.008038 | ✓ |
| PFIZER INC | 0.007863 |  |
| UNION PACIFIC CORP | 0.007861 | ✓ |
| HONEYWELL INTL INC | 0.007735 |  |
| QUALCOMM INC | 0.007626 |  |
| LOCKHEED MARTIN CORP | 0.007617 |  |
| AMERICAN EXPRESS CO | 0.007450 | ✓ |
| BLACKROCK INC | 0.007426 | ✓ |
| LOWES COS INC | 0.007423 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012773/0002071691-26-012773-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000411` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000411/0000052848-26-000411-index.htm>

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_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._

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