JCPI vs HMOP overlap
JCPI and HMOP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JCPI: May 31, 2026, HMOP: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
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; HMOP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JCPI | HMOP |
|---|---|---|
| JPMorgan Chase & Co | $525.5M | $9.6M |
| Raymond James Financial Inc. | $4.5M | $64.3M |
| LPL Financial LLC | $8.2M | $50.4M |
| Jones Financial Companies LLLP | $2.3M | $16.0M |
| Cetera Investment Advisers | $1.0M | $11.5M |
| Private Advisor Group, LLC | $5.7M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $3.4M | $4.3M |
| HighTower Advisors, LLC | $990K | $6.6M |
| Jane Street Group, LLC | $4.3M | $2.9M |
| Osaic Holdings, Inc. | $2.0M | $4.8M |
| AE Wealth Management LLC | $6.4M | $13K |
| Integrated Wealth Concepts LLC | $5.3M | $5K |
| Envestnet Asset Management Inc. | $2.7M | $2.6M |
| MML Investors Services, LLC | $2.2M | $2.9M |
| Commonwealth Equity Services, LLC | $407K | $4.1M |
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, HMOP institutional holders.
Frequently asked questions
How much do JCPI and HMOP overlap?
0.0% by weight, with 0 holdings in common, using holdings for JCPI as of May 31, 2026 and HMOP as of July 31, 2026.
Do institutions hold both JCPI and HMOP?
20 Form 13F filers report positions in both, out of 162 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%.