Sensible Investor

Immutable verification record

JPMorgan Large Cap Growth Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-03-31 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for JPMorgan Large Cap Growth Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

56.1% of this portfolio matches the Russell 1000 Growth index, which costs $50 a year per $100,000 to own outright. This fund charges $440 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “JPMorgan Large Cap Growth Fund — best-fit active share,” 43.9% versus the Russell 1000 Growth index, fund portfolio as of 2026-03-31; measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-31. https://sensible-investor.com/registry/jlgmx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

JLGMX filed expense ratio

Sensible Investor, “JPMorgan Large Cap Growth Fund — filed expense ratio,” 0.44% for JLGMX, as of 2025-06-30. https://sensible-investor.com/registry/jlgmx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

JLGMX fee per active unit

Sensible Investor, “JPMorgan Large Cap Growth Fund — fee per unit of active management,” 1.00% using the JLGMX expense ratio as of 2025-06-30 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/jlgmx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the Russell 1000 Growth index43.9%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3179.8%
the S&P 50047.8%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-3192.5%
the Russell 1000 index50.6%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-3197.0%
the total US market52.6%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3197.0%
the Russell 1000 Value index75.2%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3150.7%
the S&P MidCap 40099.7%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-310.3%
the Russell 2000 index100.0%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-310.0%
the S&P SmallCap 600100.0%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.0%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
JLGMX (JPMorgan Large Cap Growth Fund)0.44%2025-06-30Open SEC expense filing
JLGPX (JPMorgan Large Cap Growth Fund)0.94%2025-06-30Open SEC expense filing
JLGQX (JPMorgan Large Cap Growth Fund)0.69%2025-06-30Open SEC expense filing
JLGRX (JPMorgan Large Cap Growth Fund)0.54%2025-06-30Open SEC expense filing
JLGZX (JPMorgan Large Cap Growth Fund)1.19%2025-06-30Open SEC expense filing
OLGAX (JPMorgan Large Cap Growth Fund)0.94%2025-06-30Open SEC expense filing
OLGCX (JPMorgan Large Cap Growth Fund)1.44%2025-06-30Open SEC expense filing
SEEGX (JPMorgan Large Cap Growth Fund)0.69%2025-06-30Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match79.8%
the Russell 1000 Growth index79.8%
the S&P 50092.5%
the Russell 1000 index97.0%
the total US market97.0%
the Russell 1000 Value index50.7%
the S&P MidCap 4000.3%
the Russell 2000 index0.0%
the S&P SmallCap 6000.0%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
JLGMX10 years$17,2632016-07-29 to 2026-07-29
JLGMX20 years$84,9572006-07-31 to 2026-07-29
JLGMX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
JLGPX10 years$36,6292016-07-29 to 2026-07-29
JLGPX20 years$176,2972006-07-31 to 2026-07-29
JLGPX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
JLGQX10 years$27,0402016-07-29 to 2026-07-29
JLGQX20 years$131,5922006-07-31 to 2026-07-29
JLGQX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
JLGRX10 years$21,1972016-07-29 to 2026-07-29
JLGRX20 years$103,8482006-07-31 to 2026-07-29
JLGRX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
JLGZX10 years$46,0342016-07-29 to 2026-07-29
JLGZX20 years$219,1482006-07-31 to 2026-07-29
JLGZX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
OLGAX10 years$36,6292016-07-29 to 2026-07-29
OLGAX20 years$176,2972006-07-31 to 2026-07-29
OLGAX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
OLGCX10 years$55,2582016-07-29 to 2026-07-29
OLGCX20 years$260,2172006-07-31 to 2026-07-29
OLGCX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26
SEEGX10 years$27,0402016-07-29 to 2026-07-29
SEEGX20 years$131,5922006-07-31 to 2026-07-29
SEEGX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-26

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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