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JEPIX vs LCDS

Shared holdings
68
JEPIX covered by LCDS
45.28%
LCDS covered by JEPIX
45.28%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

JEPIX (March 31, 2026)

SecurityWeight
JOHNSON&JOHNSON1.77%●
ROSS STORES INC1.73%
EOG RESOURCES INC1.71%●
NEXTERA ENERGY INC1.67%●
HOWMET AEROSPACE INC1.61%●
ABBVIE INC1.58%●
RTX CORP1.53%●
WALMART INC1.46%●
PEPSICO INC1.45%●
EATON CORP PLC1.45%●
TRANE TECHNOLOGIES PLC1.45%●
NVIDIA CORP1.43%●
YUM! BRANDS INC1.43%
AMAZON.COM INC1.43%●
APPLE INC1.41%●
ALPHABET INC CL A1.40%●
MASTERCARD INC CL A1.37%●
LOWES COS INC1.37%●
MCDONALDS CORP1.33%●
BROADCOM INC1.33%●
VISA INC-CLASS A1.32%
MONDELEZ INTL INC1.31%●
ANALOG DEVICES INC1.30%●
MICROSOFT CORP1.30%●
AMERICAN EXPRESS CO1.27%●
WALT DISNEY CO/T1.27%●
3M CO1.26%●
VERTEX PHARMACEUTICALS INC1.26%●
STRYKER CORP1.25%●
REGENERON PHARMACEUTICALS INC1.24%●
PHILIP MORRIS INTL INC1.22%●
META PLATFORMS INC CL A1.21%●
EMERSON ELECTRIC CO1.19%
AMPHENOL CORPORATION CL A1.18%●
BRISTOL-MYERS SQUIBB CO1.16%●
ECOLAB INC1.12%
SOUTHERN CO1.11%●
ENTERGY CORP1.10%●
CADENCE DESIGN SYSTEMS INC1.01%●
MEDTRONIC PLC0.99%●
BNP Paribas Issuance BV, ELN, 48.00%, 04/06/2026, (linked to S&P 500 Index)0.99%
Barclays Bank plc, ELN, 47.40%, 04/07/2026, (linked to S&P 500 Index)0.98%
EQUINIX INC0.97%
BNP Paribas Issuance BV, ELN, 70.40%, 05/04/2026, (linked to S&P 500 Index)0.94%
BofA Finance LLC, ELN, 71.48%, 04/21/2026, (linked to S&P 500 Index)0.94%
National Bank of Canada, ELN, 69.55%, 05/01/2026, (linked to S&P 500 Index)0.94%
Royal Bank of Canada, ELN, 56.67%, 04/10/2026, (linked to S&P 500 Index)0.94%
BNP Paribas Issuance BV, ELN, 74.75%, 05/05/2026, (linked to S&P 500 Index)0.93%
Royal Bank of Canada, ELN, 61.04%, 04/17/2026, (linked to S&P 500 Index)0.93%
Societe Generale SA, ELN, 55.60%, 04/13/2026, (linked to S&P 500 Index)0.93%

LCDS (March 31, 2026)

SecurityWeight
NVIDIA CORP8.25%●
APPLE INC6.66%●
MICROSOFT CORP5.76%●
ALPHABET INC CL A4.72%●
AMAZON.COM INC4.10%●
META PLATFORMS INC CL A2.83%●
BROADCOM INC2.42%●
WELLS FARGO & CO2.34%
EXXON MOBIL CORP2.29%●
MASTERCARD INC CL A1.73%●
TESLA INC1.55%
ABBVIE INC1.43%●
LILLY ELI and CO1.27%●
BANK OF AMERICA CORPORATION1.27%●
MICRON TECHNOLOGY INC1.27%
PHILIP MORRIS INTL INC1.27%●
CSX CORP1.18%
SEAGATE TECHNOLOGY HOLDINGS PLC1.11%
RTX CORP1.11%●
BRISTOL-MYERS SQUIBB CO1.09%●
AMERICAN EXPRESS CO1.09%●
CONOCOPHILLIPS1.08%●
LOWES COS INC1.05%●
NORTHROP GRUMMAN CORP1.02%
HOWMET AEROSPACE INC1.01%●
EOG RESOURCES INC1.01%●
LAM RESEARCH CORP0.98%●
SOUTHERN CO0.86%●
MCDONALDS CORP0.85%●
STRYKER CORP0.81%●
TRANE TECHNOLOGIES PLC0.81%●
NEXTERA ENERGY INC0.81%●
BERKSHIRE HATH-B0.79%●
THERMO FISHER SCIENTIFIC INC0.79%
SCHWAB CHARLES CORP0.78%
UNITEDHEALTH GRP0.75%●
REGENERON PHARMACEUTICALS INC0.74%●
MORGAN STANLEY0.74%
MONDELEZ INTL INC0.74%●
PROGRESSIVE CORP OHIO0.72%●
CME GROUP INC CL A0.71%●
AMERIPRISE FINANCIAL INC0.70%●
DEERE & CO0.69%●
3M CO0.68%●
AT&T INC0.67%●
DOVER CORP0.67%●
WALT DISNEY CO/T0.67%●
ENTERGY CORP0.65%●
MEDTRONIC PLC0.65%●
AMPHENOL CORPORATION CL A0.64%●

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