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

JGRO and SPMO share 48.9% of their weight across 38 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 SPMO

48.9%

38 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

SPMO

Invesco S&P 500 Momentum ETF

Reported positions cover 100% of the fund, 97 positions · May 31, 2026

Top 10: 55.3%·Holdings of SPMO

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

SPMO vs JGRO side by side

JGROJPMorgan Active Growth ETF

126

stock positions reported to the SEC

43.2% of its weight is in 88 names SPMO does not hold

SPMOInvesco S&P 500 Momentum ETF

97

stock positions reported to the SEC

19.3% of its weight is in 59 names JGRO does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
66.8%
67.0%
Healthcare
10.3%
5.6%
Consumer Cyclical
6.5%
4.7%
Financial Services
4.1%
5.7%
Industrials
4.0%
4.7%

The widest gap is Healthcare: JGRO has 4.8 points more of it.

The figures side by side

JGROSPMO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported12697
Weight of the ten largest45.4%55.3%
Largest positionNVDA 10.5%MU 10.7%
Held alone88 positions, 43.2%59 positions, 19.3%
Covered by stock positions98%100%

Holdings they share

StockIn JGROIn SPMOCounted
GOOGLAlphabet, Inc.10.36%8.63%8.63%
NVDANVIDIA Corp.10.46%8.46%8.46%
AVGOBroadcom, Inc.4.36%7.58%4.36%
MUMicron Technology, Inc.3.70%10.73%3.70%
AMDAdvanced Micro Devices, Inc.3.15%4.14%3.15%
LRCXLam Research Corp.1.89%3.54%1.89%
WDCWestern Digital Corp.1.66%1.77%1.66%
GSGoldman Sachs Group, Inc. (The)1.63%1.43%1.43%
SNDKSandisk Corp.1.43%2.46%1.43%
GEVGE Vernova, Inc.1.31%1.33%1.31%

What each holds alone

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

Only in JGRO

AAPLApple, Inc.4.76%
TSLATesla, Inc.2.81%
METAMeta Platforms, Inc.2.13%
LLYEli Lilly & Co.1.81%
TSMTaiwan Semiconductor Manufacturing Co. Ltd.1.59%
PANWPalo Alto Networks, Inc.1.24%
MAMastercard, Inc.1.15%
MSFTMicrosoft Corp.1.01%
NTRANatera, Inc.1.01%
GEGE Aerospace0.94%

Only in SPMO

STXSeagate Technology Holdings PLC1.88%
GENERAL ELECTRIC CO.1.64%
KLACKLA Corp.1.39%
NEMNewmont Corp.1.10%
CCitigroup Inc.0.97%
MSMorgan Stanley0.96%
WELLWelltower Inc.0.76%
CMICummins Inc.0.51%
BNYBank of New York Mellon Corp. (The)0.50%
LMTLockheed Martin Corp.0.50%

Questions people ask

Is JGRO the same as SPMO?

48.9% of their weight sits in the same 38 holdings. JGRO also reports AAPL, TSLA, META, which the other does not. SPMO also reports STX, GENERAL ELECTRIC CO., KLAC, which the other does not.

How is the overlap between JGRO and SPMO 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 SPMO, so the number cannot exceed the smaller coverage.

Which holds more, SPMO or JGRO?

JGRO reports 126 stock positions and SPMO reports 97. 43.2% of JGRO's weight sits in names SPMO does not hold, and 19.3% of SPMO's weight in names JGRO does not hold. The ten largest positions are 45.4% of JGRO and 55.3% of SPMO.

How do JGRO and SPMO differ by sector?

The widest gap is Healthcare: JGRO has 4.8 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.