JPEF vs CBOX overlap
1 institutions report holding both JPEF and CBOX.
JPEFCBOX
Pick 2 to 4 ETFs.
We don’t have holdings for CBOX. 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.
1
institutions report holding both, of 125 holding any
JPEF0.2% of its 13F dollars, 0.8% of its 122 holders
CBOX0.1% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | JPEF | CBOX |
|---|---|---|
| Susquehanna International Group, LLP | $1.8M | $1.7M |
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, CBOX institutional holders.
Frequently asked questions
Do institutions hold both JPEF and CBOX?
1 Form 13F filers report positions in both, out of 125 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%.