JPHY vs BSCU overlap
JPHY and BSCU overlap 0.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPHY | BSCU | Overlap |
|---|---|---|---|
| Ford Motor CREDF | 0.27% | 0.24% | 0.24% |
| Ford Motor CREDF | 0.05% | 0.34% | 0.05% |
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: JPHY, SEC Form N-PORT, May 31, 2026; BSCU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPHY | BSCU |
|---|---|---|
| Morgan Stanley | $45K | $181.6M |
| LPL Financial LLC | $418K | $92.3M |
| JPMorgan Chase & Co | $51.0M | $969K |
| Benjamin Edwards Inc. | $28.7M | $200K |
| Envestnet Asset Management Inc. | $1.9M | $21.6M |
| Osaic Holdings, Inc. | $5K | $13.3M |
| Jones Financial Companies LLLP | $94K | $11.4M |
| Independent Financial Group, LLC | $2.6M | $554K |
| Principal Securities, Inc. | $1.9M | $984K |
| Concurrent Investment Advisors, LLC | $1.3M | $670K |
| Farther Finance Advisors, LLC | $541K | $782K |
| Rossby Financial, LCC | $8K | $52K |
| Creative Financial Designs Inc. | $3K | $7K |
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: JPHY institutional holders, BSCU institutional holders.
Frequently asked questions
How much do JPHY and BSCU overlap?
0.3% by weight, with 2 holdings in common, using holdings for JPHY as of May 31, 2026 and BSCU as of May 31, 2026. The largest shared position is F.
Do institutions hold both JPHY and BSCU?
13 Form 13F filers report positions in both, out of 319 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%.