JPFP vs BMVP overlap
JPFP and BMVP overlap 9.3% by weight, across 42 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPFP | BMVP | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 4.14% | 1.85% | 1.85% |
| Nvidia Corp.NVDA | 4.43% | 1.74% | 1.74% |
| Alphabet Inc.-aGOOGL | 2.58% | 1.73% | 1.73% |
| Johnson&JohnsonJNJ | 0.42% | 1.75% | 0.42% |
| Cisco SystemsCSCO | 0.41% | 1.72% | 0.41% |
| Marathon PetroleMPC | 0.26% | 2.15% | 0.26% |
| Verizon CommunicVZ | 0.24% | 1.92% | 0.24% |
| At&T Inc.T | 0.20% | 1.95% | 0.20% |
| American ExpressAXP | 0.19% | 1.73% | 0.19% |
| TJX COS Inc.TJX | 0.16% | 1.80% | 0.16% |
| Targa ResourcesTRGP | 0.16% | 1.75% | 0.16% |
| Lockheed MartinLMT | 0.15% | 1.99% | 0.15% |
| General DynamicsGD | 0.13% | 1.88% | 0.13% |
| CSX Corp.CSX | 0.13% | 1.84% | 0.13% |
| 3M CoMMM | 0.12% | 1.89% | 0.12% |
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: JPFP, SEC Form N-PORT, July 31, 2026; BMVP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPFP | BMVP |
|---|---|---|
| JPMorgan Chase & Co | $14.4M | $57K |
| Susquehanna International Group, LLP | $1.4M | $267K |
| UBS Group AG | $442 | $265K |
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: JPFP institutional holders, BMVP institutional holders.
Frequently asked questions
How much do JPFP and BMVP overlap?
9.3% by weight, with 42 holdings in common, using holdings for JPFP as of July 31, 2026 and BMVP as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both JPFP and BMVP?
3 Form 13F filers report positions in both, out of 42 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%.