JHML vs DIVB overlap
JHML and DIVB overlap 27.3% by weight, across 271 shared holdings.
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Top shared holdings
| Holding | JHML | DIVB | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 1.13% | 2.77% | 1.13% |
| Johnson&JohnsonJNJ | 0.72% | 2.15% | 0.72% |
| Exxon Mobil Corp.XOM | 0.63% | 2.33% | 0.63% |
| Bank of AmericaBAC | 0.46% | 1.55% | 0.46% |
| Abbvie Inc.ABBV | 0.45% | 1.80% | 0.45% |
| Procter & GamblePG | 0.44% | 1.52% | 0.44% |
| Unitedhealth GRPUNH | 0.43% | 1.32% | 0.43% |
| Wells Fargo & CoWFC | 0.43% | 1.25% | 0.43% |
| IBMIBM | 0.39% | 3.74% | 0.39% |
| Merck & CoMRK | 0.38% | 1.34% | 0.38% |
| Morgan StanleyMS | 0.38% | 0.56% | 0.38% |
| Citigroup Inc.C | 0.37% | 0.78% | 0.37% |
| Home Depot Inc.HD | 0.36% | 0.87% | 0.36% |
| Coca-Cola Co/theKO | 0.35% | 1.08% | 0.35% |
| Chevron Corp.CVX | 0.33% | 1.65% | 0.33% |
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: JHML, SEC Form N-PORT, June 30, 2026; DIVB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JHML | DIVB |
|---|---|---|
| LPL Financial LLC | $88.7M | $255.4M |
| Bank of America Corp. | $25.1M | $87.3M |
| Wells Fargo & Company | $74.4M | $1.4M |
| Commonwealth Equity Services, LLC | $42.8M | $15.9M |
| Raymond James Financial Inc. | $44.6M | $6.8M |
| Morgan Stanley | $37.7M | $9.6M |
| Envestnet Asset Management Inc. | $30.5M | $6.5M |
| Cetera Investment Advisers | $22.4M | $14.3M |
| Kestra Advisory Services, LLC | $26.5M | $9.0M |
| Aptus Capital Advisors, LLC | $110K | $19.8M |
| Jones Financial Companies LLLP | $18.1M | $1K |
| Elevation Point Wealth Partners, LLC | $14.1M | $1.4M |
| Vestmark Advisory Solutions, Inc. | $14.1M | $1.3M |
| JPMorgan Chase & Co | $1.4M | $7.7M |
| Farther Finance Advisors, LLC | $363K | $8.4M |
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: JHML institutional holders, DIVB institutional holders.
Frequently asked questions
How much do JHML and DIVB overlap?
27.3% by weight, with 271 holdings in common, using holdings for JHML as of June 30, 2026 and DIVB as of July 31, 2026. The largest shared position is JPM.
Do institutions hold both JHML and DIVB?
45 Form 13F filers report positions in both, out of 234 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%.