JCPI vs INMU overlap
18 institutions report holding both JCPI and INMU.
JCPIINMU
Pick 2 to 4 ETFs.
We don’t have holdings for INMU. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
18
institutions report holding both, of 165 holding any
JCPI87.2% of its 13F dollars, 32.1% of its 56 holders
INMU30.7% of its 13F dollars, 14.2% of its 127 holders
Largest institutions holding both
| Firm | JCPI | INMU |
|---|---|---|
| JPMorgan Chase & Co | $525.5M | $64.8M |
| LPL Financial LLC | $8.2M | $70.3M |
| Commonwealth Equity Services, LLC | $407K | $23.4M |
| Envestnet Asset Management Inc. | $2.7M | $12.3M |
| Cetera Investment Advisers | $1.0M | $9.4M |
| Osaic Holdings, Inc. | $2.0M | $6.7M |
| Private Advisor Group, LLC | $5.7M | $827K |
| Jane Street Group, LLC | $4.3M | $2.0M |
| Integrated Wealth Concepts LLC | $5.3M | $23K |
| Cambridge Investment Research Advisors, Inc. | $3.4M | $1.7M |
| MML Investors Services, LLC | $2.2M | $2.5M |
| &Partners | $2.0M | $1.0M |
| HighTower Advisors, LLC | $990K | $2.0M |
| Geneos Wealth Management Inc. | $3K | $3.0M |
| Capital Analysts, LLC | $2.5M | $7K |
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, INMU institutional holders.
Frequently asked questions
Do institutions hold both JCPI and INMU?
18 Form 13F filers report positions in both, out of 165 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%.