JGRO vs MGK overlap - what they share and where they differ

JGRO and MGK share 55.0% of their weight across 34 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.

JGRO and MGK

55.0%

34 shared positions

JGRO

JPMorgan Active Growth ETF

Reported positions cover 98% of the fund, 126 positions · Jun 30, 2026

Top 10: 45.4%·Holdings of JGRO

MGK

VANGUARD MEGA CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 55 positions · Jun 30, 2026

Top 10: 66.9%·Holdings of MGK

Reported positions cover JGRO 98%, MGK 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

MGK vs JGRO side by side

JGROJPMorgan Active Growth ETF

126

stock positions reported to the SEC

40.7% of its weight is in 92 names MGK does not hold

MGKVANGUARD MEGA CAP GROWTH INDEX FUND

55

stock positions reported to the SEC

11.1% of its weight is in 21 names JGRO does not hold

Where each fund's weight sits

JGRO
MGK
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
66.8%
74.7%
Consumer Cyclical
6.5%
10.6%
Healthcare
10.3%
4.9%
Financial Services
4.1%
4.0%
Industrials
4.0%
1.4%

The widest gap is Technology: MGK has 7.9 points more of it.

The figures side by side

JGROMGK
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported12655
Weight of the ten largest45.4%66.9%
Largest positionNVDA 10.5%NVDA 13.3%
Held alone92 positions, 40.7%21 positions, 11.1%
Covered by stock positions98%100%

Holdings they share

StockIn JGROIn MGKCounted
NVDANVIDIA Corp.10.46%13.27%10.46%
GOOGLAlphabet, Inc.10.36%10.58%10.36%
AAPLApple, Inc.4.76%12.17%4.76%
AVGOBroadcom, Inc.4.36%4.27%4.27%
AMDAdvanced Micro Devices, Inc.3.15%3.19%3.15%
TSLATesla, Inc.2.81%3.93%2.81%
METAMeta Platforms, Inc.2.13%4.08%2.13%
LRCXLam Research Corp.1.89%1.92%1.89%
LLYEli Lilly & Co.1.81%3.40%1.81%
SNDKSandisk Corp.1.43%1.28%1.28%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in JGRO

MUMicron Technology, Inc.3.70%
GSGoldman Sachs Group, Inc. (The)1.63%
TSMTaiwan Semiconductor Manufacturing Co. Ltd.1.59%
CIENCiena Corp.1.19%
CATCaterpillar, Inc.1.17%
PWRQuanta Services, Inc.1.02%
NTRANatera, Inc.1.01%
JNJJohnson & Johnson1.00%
GEGE Aerospace0.94%
PMPhilip Morris International, Inc.0.91%

Only in MGK

KLACKLA Corp1.48%
ANETArista Networks Inc0.76%
BABoeing Co/The0.72%
WELLWelltower Inc0.71%
TJX COS INC/THE0.70%
VRTXVertex Pharmaceuticals Inc0.60%
NOWServiceNow Inc0.52%
CDNSCadence Design Systems Inc0.51%
STXSeagate Technology Holdings PLC0.51%
EQIXEquinix Inc0.50%

Questions people ask

Is JGRO the same as MGK?

55.0% of their weight sits in the same 34 holdings. JGRO also reports MU, GS, TSM, which the other does not. MGK also reports KLAC, ANET, BA, which the other does not.

How is the overlap between JGRO and MGK measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of JGRO and 100% of MGK, so the number cannot exceed the smaller coverage.

Which holds more, MGK or JGRO?

JGRO reports 126 stock positions and MGK reports 55. 40.7% of JGRO's weight sits in names MGK does not hold, and 11.1% of MGK's weight in names JGRO does not hold. The ten largest positions are 45.4% of JGRO and 66.9% of MGK.

How do JGRO and MGK differ by sector?

The widest gap is Technology: MGK has 7.9 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.

Other pairs with these funds

MGK against other funds in the table

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.