JPEF vs FEOE overlap
JPEF and FEOE 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; FEOE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPEF | FEOE |
|---|---|---|
| Raymond James Financial Inc. | $146.5M | $76.6M |
| LPL Financial LLC | $115.1M | $91.4M |
| Cetera Investment Advisers | $108.0M | $23.9M |
| Morgan Stanley | $48.2M | $45.1M |
| Royal Bank of Canada | $19.0M | $73.9M |
| Northwestern Mutual Wealth Management Co | $4.4M | $86.9M |
| Commonwealth Equity Services, LLC | $45.2M | $26.7M |
| Bank of America Corp. | $261K | $70.2M |
| Stifel Financial Corp. | $1.5M | $59.6M |
| Jones Financial Companies LLLP | $43.5M | $16.7M |
| MML Investors Services, LLC | $49.6M | $4.0M |
| Osaic Holdings, Inc. | $35.2M | $7.7M |
| Envestnet Asset Management Inc. | $5.8M | $30.4M |
| Stratos Wealth Partners, LTD. | $28.9M | $531K |
| Janney Montgomery Scott LLC | $2.5M | $25.6M |
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: JPEF institutional holders, FEOE institutional holders.
Frequently asked questions
How much do JPEF and FEOE overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPEF as of June 30, 2026 and FEOE as of May 31, 2026.
Do institutions hold both JPEF and FEOE?
38 Form 13F filers report positions in both, out of 241 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%.