Registry rank 51 · Portfolio as of 2026-03-31
JPMorgan Large Cap Growth Fund
JLGMX · JLGPX · JLGQX · JLGRX · JLGZX · OLGAX · OLGCX · SEEGX
Filed fees in dollars
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| JLGMX0.44% · SEC expense filing · as of 2025-06-30 | $6,699 | $21,374 | $51,157 |
| JLGPX0.94% · SEC expense filing · as of 2025-06-30 | $14,009 | $43,675 | $102,194 |
| JLGQX0.69% · SEC expense filing · as of 2025-06-30 | $10,393 | $32,778 | $77,562 |
| JLGRX0.54% · SEC expense filing · as of 2025-06-30 | $8,186 | $25,998 | $61,939 |
| JLGZX1.19% · SEC expense filing · as of 2025-06-30 | $17,547 | $54,086 | $125,168 |
| OLGAX0.94% · SEC expense filing · as of 2025-06-30 | $14,009 | $43,675 | $102,194 |
| OLGCX1.44% · SEC expense filing · as of 2025-06-30 | $21,010 | $64,031 | $146,592 |
| SEEGX0.69% · SEC expense filing · as of 2025-06-30 | $10,393 | $32,778 | $77,562 |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. JLGMX SEC expense filing, as of 2025-06-30. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $265,330 |
| Ending value at filed expense ratio | $243,956 |
| Difference attributed to fee drag | $21,374 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs IWF
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | IWF | Difference |
|---|---|---|---|
| MICROSOFT CORPORATION | 4.68% | 8.84% | -4.16% |
| NVIDIA CORPORATION | 10.29% | 12.95% | -2.66% |
| AMAZON.COM, INC. | 2.05% | 4.67% | -2.62% |
| APPLE INC. | 9.15% | 11.66% | -2.51% |
| Johnson & Johnson | 2.27% | 0.00% | +2.27% |
| THE GOLDMAN SACHS GROUP, INC. | 2.04% | 0.05% | +1.99% |
| ALPHABET INC. | 8.37% | 6.42% | +1.95% |
| WALMART INC. | 2.05% | 0.20% | +1.86% |
| BROADCOM INC. | 2.96% | 4.80% | -1.84% |
| VISA INC. | 0.06% | 1.84% | -1.78% |
Source and verification
SEC N-PORT filing · filed 2026-05-29 · period 2026-03-31
SEC expense filing · period 2025-06-30