JBND vs CGCP overlap
JBND and CGCP overlap 2.9% by weight, across 87 shared holdings.
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Top shared holdings
| Holding | JBND | CGCP | Overlap |
|---|---|---|---|
| Bank of AMER CRP | 0.20% | 0.17% | 0.17% |
| Wells Fargo CoWFC | 0.23% | 0.15% | 0.15% |
| Morgan Stanley | 0.14% | 0.28% | 0.14% |
| BPCE SA | 0.14% | 0.15% | 0.14% |
| US Treasury N/B | 0.13% | 0.29% | 0.13% |
| US Treasury N/B | 0.67% | 0.12% | 0.12% |
| Pacific Gas&ELEC | 0.09% | 0.10% | 0.09% |
| META Platforms | 0.07% | 0.13% | 0.07% |
| Oracle Corp. | 0.07% | 0.21% | 0.07% |
| Capital One FINLCOF | 0.07% | 0.10% | 0.07% |
| Multi-Family Connecticut Avenue Securities Trust, Series 2025-01, Class M1 | 0.06% | 0.11% | 0.06% |
| Eagle LuxcoMEXPCP | 0.06% | 0.31% | 0.06% |
| META PlatformsMETA | 0.06% | 0.20% | 0.06% |
| US Treasury N/BT | 0.68% | 0.05% | 0.05% |
| Amgen Inc. | 0.05% | 0.14% | 0.05% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JBND, SEC Form N-PORT, May 31, 2026; CGCP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JBND | CGCP |
|---|---|---|
| LPL Financial LLC | $1.1B | $745.9M |
| Envestnet Asset Management Inc. | $272.8M | $275.7M |
| Wells Fargo & Company | $77.4M | $429.0M |
| Morgan Stanley | $246K | $501.1M |
| Allworth Financial LP | $486.9M | $904K |
| Cetera Investment Advisers | $285.1M | $200.4M |
| Ameriprise Financial Inc. | $420.1M | $2.7M |
| JPMorgan Chase & Co | $373.4M | $2.1M |
| Captrust Financial Advisors | $325.1M | $45.2M |
| Raymond James Financial Inc. | $145.7M | $196.4M |
| Janney Montgomery Scott LLC | $166.4M | $118.4M |
| Bank of America Corp. | $238.2M | $40.5M |
| Royal Bank of Canada | $148.1M | $99.1M |
| Private Advisor Group, LLC | $208.4M | $21.2M |
| Cambridge Investment Research Advisors, Inc. | $100.2M | $108.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: JBND institutional holders, CGCP institutional holders.
Frequently asked questions
How much do JBND and CGCP overlap?
2.9% by weight, with 87 holdings in common, using holdings for JBND as of May 31, 2026 and CGCP as of June 30, 2026. The largest shared position is BANK OF AMER CRP.
Do institutions hold both JBND and CGCP?
116 Form 13F filers report positions in both, out of 537 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.