JMOM vs ILCG overlap
JMOM and ILCG overlap 42.7% by weight, across 141 shared holdings.
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Top shared holdings
| Holding | JMOM | ILCG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 2.09% | 5.77% | 2.09% |
| Apple Inc.AAPL | 2.05% | 7.22% | 2.05% |
| Alphabet Inc.-aGOOGL | 2.03% | 3.77% | 2.03% |
| Nvidia Corp.NVDA | 2.00% | 14.99% | 2.00% |
| Microsoft Corp.MSFT | 1.98% | 2.70% | 1.98% |
| ADV Micro DeviceAMD | 1.91% | 2.47% | 1.91% |
| Micron TechMU | 1.72% | 1.62% | 1.62% |
| META Platforms-aMETA | 1.56% | 1.41% | 1.41% |
| Intel Corp.INTC | 1.22% | 1.25% | 1.22% |
| General ElectricGE | 1.10% | 1.20% | 1.10% |
| LAM ResearchLRCX | 1.03% | 1.17% | 1.03% |
| Applied MaterialAMAT | 1.02% | 1.28% | 1.02% |
| ELI Lilly & CoLLY | 0.91% | 2.93% | 0.91% |
| Palantir Techn-aPLTR | 0.94% | 0.87% | 0.87% |
| GE Vernova Inc.GEV | 0.92% | 0.85% | 0.85% |
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; ILCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JMOM | ILCG |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $809.0M | $19.2M |
| LPL Financial LLC | $71.7M | $147.2M |
| Morgan Stanley | $440K | $129.9M |
| Equitable Holdings, Inc. | $121.5M | $517K |
| Envestnet Asset Management Inc. | $1.9M | $119.6M |
| JPMorgan Chase & Co | $65.0M | $52.3M |
| Wells Fargo & Company | $207K | $84.8M |
| Cetera Investment Advisers | $3.5M | $81.3M |
| Ameriprise Financial Inc. | $210K | $78.9M |
| Bank of America Corp. | $4.6M | $48.6M |
| Raymond James Financial Inc. | $2.8M | $43.6M |
| Commonwealth Equity Services, LLC | $2.1M | $36.6M |
| Osaic Holdings, Inc. | $1.2M | $34.2M |
| MML Investors Services, LLC | $283K | $33.7M |
| EP Wealth Advisors, LLC | $33.0M | $506K |
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, ILCG institutional holders.
Frequently asked questions
How much do JMOM and ILCG overlap?
42.7% by weight, with 141 holdings in common, using holdings for JMOM as of July 31, 2026 and ILCG as of July 31, 2026. The largest shared position is AVGO.
Do institutions hold both JMOM and ILCG?
72 Form 13F filers report positions in both, out of 439 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%.