JMOM vs GARP overlap
JMOM and GARP overlap 33.9% by weight, across 67 shared holdings.
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Top shared holdings
| Holding | JMOM | GARP | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 2.09% | 3.96% | 2.09% |
| Apple Inc.AAPL | 2.05% | 4.44% | 2.05% |
| Alphabet Inc.-aGOOGL | 2.03% | 2.87% | 2.03% |
| Nvidia Corp.NVDA | 2.00% | 4.16% | 2.00% |
| Microsoft Corp.MSFT | 1.98% | 4.10% | 1.98% |
| ADV Micro DeviceAMD | 1.91% | 2.21% | 1.91% |
| Micron TechMU | 1.72% | 6.07% | 1.72% |
| META Platforms-aMETA | 1.56% | 3.35% | 1.56% |
| General ElectricGE | 1.10% | 2.13% | 1.10% |
| LAM ResearchLRCX | 1.03% | 3.78% | 1.03% |
| Palantir Techn-aPLTR | 0.94% | 1.78% | 0.94% |
| ELI Lilly & CoLLY | 0.91% | 3.73% | 0.91% |
| Oracle Corp.ORCL | 0.73% | 1.18% | 0.73% |
| Amphenol Corp.-aAPH | 0.68% | 1.52% | 0.68% |
| PALO ALTO NetworPANW | 0.68% | 0.65% | 0.65% |
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: JMOM, SEC Form N-PORT, July 31, 2026; GARP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JMOM | GARP |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $809.0M | $36.4M |
| LPL Financial LLC | $71.7M | $321.3M |
| Morgan Stanley | $440K | $151.4M |
| Equitable Holdings, Inc. | $121.5M | $28.2M |
| Bank of America Corp. | $4.6M | $104.9M |
| Raymond James Financial Inc. | $2.8M | $92.6M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $92.4M |
| JPMorgan Chase & Co | $65.0M | $1.8M |
| Cetera Investment Advisers | $3.5M | $55.7M |
| Envestnet Asset Management Inc. | $1.9M | $45.0M |
| ARQ Wealth Advisors, LLC | $17.0M | $24.8M |
| MML Investors Services, LLC | $283K | $36.8M |
| Osaic Holdings, Inc. | $1.2M | $34.2M |
| Creative Financial Designs Inc. | $12K | $33.3M |
| Commonwealth Equity Services, LLC | $2.1M | $26.6M |
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: JMOM institutional holders, GARP institutional holders.
Frequently asked questions
How much do JMOM and GARP overlap?
33.9% by weight, with 67 holdings in common, using holdings for JMOM as of July 31, 2026 and GARP as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both JMOM and GARP?
51 Form 13F filers report positions in both, out of 285 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%.