JMMF vs ESG overlap
4 institutions report holding both JMMF and ESG.
JMMFESG
Pick 2 to 4 ETFs.
We don’t have holdings for JMMF. 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.
4
institutions report holding both, of 59 holding any
JMMF97.8% of its 13F dollars, 66.7% of its 6 holders
ESG11.5% of its 13F dollars, 7.0% of its 57 holders
Largest institutions holding both
| Firm | JMMF | ESG |
|---|---|---|
| JPMorgan Chase & Co | $49.1M | $13K |
| Susquehanna International Group, LLP | $349K | $4.0M |
| Royal Bank of Canada | $159K | $1.4M |
| Citadel Advisors LLC | $650K | $489K |
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: JMMF institutional holders, ESG institutional holders.
Frequently asked questions
Do institutions hold both JMMF and ESG?
4 Form 13F filers report positions in both, out of 59 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%.