JPEF vs ASHR overlap
JPEF and ASHR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: JPEF, SEC Form N-PORT, June 30, 2026; ASHR, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | JPEF | ASHR |
|---|---|---|
| Morgan Stanley | $48.2M | $165.8M |
| Raymond James Financial Inc. | $146.5M | $13.0M |
| LPL Financial LLC | $115.1M | $511K |
| Cetera Investment Advisers | $108.0M | $1.6M |
| Bank of America Corp. | $261K | $43.3M |
| Osaic Holdings, Inc. | $35.2M | $130K |
| JPMorgan Chase & Co | $18.1M | $14.5M |
| Wells Fargo & Company | $24.0M | $4.2M |
| Royal Bank of Canada | $19.0M | $2.4M |
| Susquehanna International Group, LLP | $1.8M | $13.4M |
| Kestra Advisory Services, LLC | $11.3M | $247K |
| Ameriprise Financial Inc. | $343K | $10.9M |
| Envestnet Asset Management Inc. | $5.8M | $2.9M |
| Ignite Planners, LLC | $1.7M | $228K |
| Stifel Financial Corp. | $1.5M | $374K |
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: JPEF institutional holders, ASHR institutional holders.
Frequently asked questions
How much do JPEF and ASHR overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPEF as of June 30, 2026 and ASHR as of May 29, 2026.
Do institutions hold both JPEF and ASHR?
26 Form 13F filers report positions in both, out of 243 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%.