ARKK vs JGRO overlap - what they share and where they differ
ARKK and JGRO share 20.0% of their weight across 19 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.
ARKK and JGRO
20.0%
19 shared positions
ARKK
ARK Innovation ETF
Reported positions cover 97% of the fund, 43 positions · Jul 31, 2026
Top 10: 47.6%·Holdings of ARKK
JGRO
JPMorgan Active Growth ETF
Reported positions cover 98% of the fund, 127 positions · Jun 30, 2026
Top 10: 45.4%·Holdings of JGRO
Reported positions cover ARKK 97%, 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 ARKK side by side
ARKKARK Innovation ETF
43
stock positions reported to the SEC
50.6% of its weight is in 24 names JGRO does not hold
JGROJPMorgan Active Growth ETF
127
stock positions reported to the SEC
56.2% of its weight is in 108 names ARKK does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: JGRO has 21.7 points more of it.
The figures side by side
| ARKK | JGRO | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 43 | 127 |
| Weight of the ten largest | 47.6% | 45.4% |
| Largest position | TSLA 9.7% | NVDA 10.5% |
| Held alone | 24 positions, 50.6% | 108 positions, 56.2% |
| Covered by stock positions | 97% | 98% |
Holdings they share
| Stock | In ARKK | In JGRO | Counted |
|---|---|---|---|
| AMDADVANCED MICRO DEVICES INC | 3.98% | 3.15% | 3.15% |
| TSLATESLA INC | 9.74% | 2.81% | 2.81% |
| GOOGLALPHABET INC | 2.62% | 10.36% | 2.62% |
| NVDANVIDIA CORP | 1.94% | 10.46% | 1.94% |
| METAMETA PLATFORMS INC | 1.56% | 2.13% | 1.56% |
| AVGOBROADCOM INC | 1.24% | 4.36% | 1.24% |
| TSMTAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | 1.13% | 1.59% | 1.13% |
| NTRANATERA INC | 1.24% | 1.01% | 1.01% |
| TERTERADYNE INC | 0.96% | 0.77% | 0.77% |
| DEDEERE & COMPANY | 0.97% | 0.69% | 0.69% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in ARKK
Only in JGRO
Questions people ask
Is ARKK the same as JGRO?
20.0% of their weight sits in the same 19 holdings. ARKK also reports TEM, CRSP, SHOP, which the other does not. JGRO also reports AAPL, MU, LRCX, which the other does not.
How is the overlap between ARKK 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 97% of ARKK and 98% of JGRO, so the number cannot exceed the smaller coverage.
Which holds more, JGRO or ARKK?
ARKK reports 43 stock positions and JGRO reports 127. 50.6% of ARKK's weight sits in names JGRO does not hold, and 56.2% of JGRO's weight in names ARKK does not hold. The ten largest positions are 47.6% of ARKK and 45.4% of JGRO.
How do ARKK and JGRO differ by sector?
The widest gap is Technology: JGRO has 21.7 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.