JEMA vs ILOW overlap
JEMA and ILOW overlap 2.9% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JEMA: July 31, 2026, ILOW: May 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
| Holding | JEMA | ILOW | Overlap |
|---|---|---|---|
| TSMC2330 | 13.82% | 2.50% | 2.50% |
| AIA1299 | 0.43% | 1.00% | 0.43% |
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: JEMA, SEC Form N-PORT, July 31, 2026; ILOW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JEMA | ILOW |
|---|---|---|
| JPMorgan Chase & Co | $997.6M | $393K |
| Morgan Stanley | $115.0M | $154K |
| LPL Financial LLC | $48.4M | $32.9M |
| Lido Advisors, LLC | $49.4M | $418K |
| Northwestern Mutual Wealth Management Co | $23K | $44.2M |
| Envestnet Asset Management Inc. | $13.5M | $1.2M |
| Cetera Investment Advisers | $12.2M | $866K |
| Jane Street Group, LLC | $7.4M | $2.4M |
| Osaic Holdings, Inc. | $7.1M | $3K |
| Citadel Advisors LLC | $2.1M | $1.3M |
| Integrated Wealth Concepts LLC | $3.3M | $18K |
| Raymond James Financial Inc. | $1.0M | $2.2M |
| Rockefeller Capital Management L.P. | $938K | $389K |
| Kingsview Wealth Management, LLC | $535K | $783K |
| Farther Finance Advisors, LLC | $1.2M | $14K |
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: JEMA institutional holders, ILOW institutional holders.
Frequently asked questions
How much do JEMA and ILOW overlap?
2.9% by weight, with 2 holdings in common, using holdings for JEMA as of July 31, 2026 and ILOW as of May 31, 2026. The largest shared position is 2330.
Do institutions hold both JEMA and ILOW?
24 Form 13F filers report positions in both, out of 151 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%.