JCPI vs EVMO overlap
JCPI and EVMO overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JCPI | EVMO | Overlap |
|---|---|---|---|
| FHLMC Seasoned Credit Risk Transfer Trust, Series 2019-3, Class M55D | 0.03% | 0.02% | 0.02% |
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: JCPI, SEC Form N-PORT, May 31, 2026; EVMO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JCPI | EVMO |
|---|---|---|
| JPMorgan Chase & Co | $525.5M | $2.2M |
| Morgan Stanley | $8K | $241.3M |
| LPL Financial LLC | $8.2M | $108.5M |
| Kestra Private Wealth Services, LLC | $2.7M | $36.0M |
| UBS Group AG | $5.4M | $32.0M |
| Raymond James Financial Inc. | $4.5M | $22.3M |
| Cambridge Investment Research Advisors, Inc. | $3.4M | $13.6M |
| Envestnet Asset Management Inc. | $2.7M | $5.0M |
| Jane Street Group, LLC | $4.3M | $2.2M |
| AE Wealth Management LLC | $6.4M | $16K |
| Private Advisor Group, LLC | $5.7M | $210K |
| Atria Investments, Inc | $1.1M | $4.4M |
| Osaic Holdings, Inc. | $2.0M | $3.3M |
| MML Investors Services, LLC | $2.2M | $1.1M |
| Commonwealth Equity Services, LLC | $407K | $2.8M |
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: JCPI institutional holders, EVMO institutional holders.
Frequently asked questions
How much do JCPI and EVMO overlap?
0.0% by weight, with 1 holdings in common, using holdings for JCPI as of May 31, 2026 and EVMO as of June 30, 2026. The largest shared position is FHLMC Seasoned Credit Risk Transfer Trust, Series 2019-3, Class M55D.
Do institutions hold both JCPI and EVMO?
20 Form 13F filers report positions in both, out of 105 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%.