AIPO vs JGRO overlap - what they share and where they differ
AIPO and JGRO share 14.8% of their weight across 11 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
AIPO and JGRO
14.8%
11 shared positions
AIPO
Defiance AI & Power Infrastructure ETF
Reported positions cover 100% of the fund, 75 positions · May 31, 2026
Top 10: 51.5%·Holdings of AIPO
JGRO
JPMorgan Active Growth ETF
Reported positions cover 98% of the fund, 126 positions · Jun 30, 2026
Top 10: 45.4%·Holdings of JGRO
Reported positions cover AIPO 100%, JGRO 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
JGRO vs AIPO side by side
AIPODefiance AI & Power Infrastructure ETF
75
stock positions reported to the SEC
56.8% of its weight is in 64 names JGRO does not hold
JGROJPMorgan Active Growth ETF
126
stock positions reported to the SEC
75.5% of its weight is in 115 names AIPO does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: JGRO has 16.4 points more of it.
The figures side by side
| AIPO | JGRO | |
|---|---|---|
| Filing date | May 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 75 | 126 |
| Weight of the ten largest | 51.5% | 45.4% |
| Largest position | PWR 7.9% | NVDA 10.5% |
| Held alone | 64 positions, 56.8% | 115 positions, 75.5% |
| Covered by stock positions | 100% | 98% |
Holdings they share
| Stock | In AIPO | In JGRO | Counted |
|---|---|---|---|
| AVGOBroadcom Inc | 4.12% | 4.36% | 4.12% |
| NVDANVIDIA Corp | 3.58% | 10.46% | 3.58% |
| AMDAdvanced Micro Devices Inc | 2.74% | 3.15% | 2.74% |
| GEVGE Vernova Inc | 7.21% | 1.31% | 1.31% |
| PWRQuanta Services Inc | 7.91% | 1.02% | 1.02% |
| BEBloom Energy Corp | 4.75% | 0.56% | 0.56% |
| MRVLMarvell Technology Inc | 1.03% | 0.34% | 0.34% |
| BWXTBWX Technologies Inc | 1.27% | 0.33% | 0.33% |
| MTZMasTec Inc | 2.13% | 0.31% | 0.31% |
| VRTVertiv Holdings Co | 7.24% | 0.31% | 0.31% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in AIPO
Only in JGRO
Questions people ask
Is AIPO the same as JGRO?
14.8% of their weight sits in the same 11 holdings. AIPO also reports EATON CORP PLC, CCJ, CEG, which the other does not. JGRO also reports GOOGL, AAPL, MU, which the other does not.
How is the overlap between AIPO and JGRO measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AIPO and 98% of JGRO, so the number cannot exceed the smaller coverage.
Which holds more, JGRO or AIPO?
AIPO reports 75 stock positions and JGRO reports 126. 56.8% of AIPO's weight sits in names JGRO does not hold, and 75.5% of JGRO's weight in names AIPO does not hold. The ten largest positions are 51.5% of AIPO and 45.4% of JGRO.
How do AIPO and JGRO differ by sector?
The widest gap is Technology: JGRO has 16.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
Add a third fund in the tool·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.