JGRO vs MTUM overlap - what they share and where they differ
JGRO and MTUM share 38.8% of their weight across 46 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 MTUM
38.8%
46 shared positions
JGRO
JPMorgan Active Growth ETF
Reported positions cover 98% of the fund, 127 positions · Jun 30, 2026
Top 10: 45.4%·Holdings of JGRO
MTUM
iShares MSCI USA Momentum Factor ETF
Reported positions cover 100% of the fund, 125 positions · Jul 31, 2026
Top 10: 41.5%·Holdings of MTUM
Reported positions cover JGRO 98%, MTUM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
MTUM vs JGRO side by side
JGROJPMorgan Active Growth ETF
127
stock positions reported to the SEC
51.0% of its weight is in 81 names MTUM does not hold
MTUMiShares MSCI USA Momentum Factor ETF
125
stock positions reported to the SEC
29.8% of its weight is in 79 names JGRO does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: JGRO has 13.1 points more of it.
The figures side by side
| JGRO | MTUM | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jul 31, 2026 |
| Stock positions reported | 127 | 125 |
| Weight of the ten largest | 45.4% | 41.5% |
| Largest position | NVDA 10.5% | MU 5.9% |
| Held alone | 81 positions, 51.0% | 79 positions, 29.8% |
| Covered by stock positions | 98% | 100% |
Holdings they share
| Stock | In JGRO | In MTUM | Counted |
|---|---|---|---|
| GOOGLAlphabet, Inc. | 10.36% | 4.60% | 4.60% |
| AVGOBroadcom, Inc. | 4.36% | 4.72% | 4.36% |
| MUMicron Technology, Inc. | 3.70% | 5.87% | 3.70% |
| AMDAdvanced Micro Devices, Inc. | 3.15% | 5.11% | 3.15% |
| LRCXLam Research Corp. | 1.89% | 3.09% | 1.89% |
| WDCWestern Digital Corp. | 1.66% | 2.23% | 1.66% |
| GSGoldman Sachs Group, Inc. (The) | 1.63% | 1.38% | 1.38% |
| GEVGE Vernova, Inc. | 1.31% | 3.07% | 1.31% |
| AMATApplied Materials, Inc. | 1.29% | 3.10% | 1.29% |
| CATCaterpillar, Inc. | 1.17% | 3.65% | 1.17% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in JGRO
Only in MTUM
Questions people ask
Is JGRO the same as MTUM?
38.8% of their weight sits in the same 46 holdings. JGRO also reports NVDA, AAPL, TSLA, which the other does not. MTUM also reports SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY, CVX, KLAC, which the other does not.
How is the overlap between JGRO and MTUM 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 MTUM, so the number cannot exceed the smaller coverage.
Which holds more, MTUM or JGRO?
JGRO reports 127 stock positions and MTUM reports 125. 51.0% of JGRO's weight sits in names MTUM does not hold, and 29.8% of MTUM's weight in names JGRO does not hold. The ten largest positions are 45.4% of JGRO and 41.5% of MTUM.
How do JGRO and MTUM differ by sector?
The widest gap is Technology: JGRO has 13.1 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.
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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.