JPEM vs IXP overlap
JPEM and IXP overlap 0.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPEM | IXP | Overlap |
|---|---|---|---|
| America Movil-BAMXB | 0.52% | 0.63% | 0.52% |
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: JPEM, SEC Form N-PORT, July 31, 2026; IXP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPEM | IXP |
|---|---|---|
| Morgan Stanley | $14.7M | $22.5M |
| LPL Financial LLC | $23.8M | $9.0M |
| Bank of America Corp. | $21.2M | $7.2M |
| Wells Fargo & Company | $11.4M | $11.9M |
| Cetera Investment Advisers | $12.9M | $1.6M |
| BlackRock, Inc. | $110K | $10.0M |
| Corient Private Wealth LP | $7.4M | $2.6M |
| UBS Group AG | $6.6M | $2.9M |
| Ameriprise Financial Inc. | $8.3M | $583K |
| Susquehanna International Group, LLP | $865K | $7.3M |
| JPMorgan Chase & Co | $4.9M | $2.0M |
| Jones Financial Companies LLLP | $4.4M | $1.9M |
| Osaic Holdings, Inc. | $5.8M | $502K |
| Citadel Advisors LLC | $2.6M | $3.0M |
| Summit Financial, LLC | $4.5M | $885K |
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: JPEM institutional holders, IXP institutional holders.
Frequently asked questions
How much do JPEM and IXP overlap?
0.5% by weight, with 1 holdings in common, using holdings for JPEM as of July 31, 2026 and IXP as of June 30, 2026. The largest shared position is AMXB.
Do institutions hold both JPEM and IXP?
36 Form 13F filers report positions in both, out of 193 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%.