JEPQ vs DIVO overlap
JEPQ and DIVO overlap 13.4% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JEPQ | DIVO | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.74% | 5.10% | 5.10% |
| Microsoft Corp.MSFT | 3.84% | 4.93% | 3.84% |
| Nvidia Corp.NVDA | 6.59% | 2.16% | 2.16% |
| Walmart Inc.WMT | 1.76% | 3.17% | 1.76% |
| Amgen Inc.AMGN | 0.34% | 4.19% | 0.34% |
| Coca-Cola Co/theKO | 0.18% | 2.61% | 0.18% |
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: JEPQ, SEC Form N-PORT, June 30, 2026; DIVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JEPQ | DIVO |
|---|---|---|
| Morgan Stanley | $1.6B | $200.3M |
| LPL Financial LLC | $1.1B | $399.3M |
| JPMorgan Chase & Co | $1.4B | $5.6M |
| Raymond James Financial Inc. | $271.1M | $810.1M |
| Bank of America Corp. | $894.3M | $37.5M |
| Wells Fargo & Company | $595.6M | $82.0M |
| Envestnet Asset Management Inc. | $266.5M | $166.1M |
| Royal Bank of Canada | $299.0M | $86.6M |
| Ameriprise Financial Inc. | $339.5M | $12.4M |
| Osaic Holdings, Inc. | $268.3M | $61.5M |
| UBS Group AG | $196.8M | $84.5M |
| Cetera Investment Advisers | $209.3M | $51.0M |
| Commonwealth Equity Services, LLC | $202.2M | $14.9M |
| Janney Montgomery Scott LLC | $77.2M | $100.4M |
| Retirement Planning Group, LLC | $2.0M | $157.1M |
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: JEPQ institutional holders, DIVO institutional holders.
Frequently asked questions
How much do JEPQ and DIVO overlap?
13.4% by weight, with 6 holdings in common, using holdings for JEPQ as of June 30, 2026 and DIVO as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both JEPQ and DIVO?
277 Form 13F filers report positions in both, out of 1,155 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%.