JPHY vs HYMB overlap
JPHY and HYMB 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: JPHY, SEC Form N-PORT, May 31, 2026; HYMB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPHY | HYMB |
|---|---|---|
| SEI Investments Co | $21.3M | $169.2M |
| Morgan Stanley | $45K | $118.1M |
| LPL Financial LLC | $418K | $89.6M |
| JPMorgan Chase & Co | $51.0M | $20.7M |
| Benjamin Edwards Inc. | $28.7M | $3.7M |
| Envestnet Asset Management Inc. | $1.9M | $29.0M |
| Farther Finance Advisors, LLC | $541K | $18.5M |
| Assetmark, Inc. | $14.9M | $525K |
| Osaic Holdings, Inc. | $5K | $11.3M |
| Jones Financial Companies LLLP | $94K | $7.4M |
| Principal Securities, Inc. | $1.9M | $1.2M |
| Concurrent Investment Advisors, LLC | $1.3M | $1.4M |
| AE Wealth Management LLC | $5K | $1.6M |
| Creative Financial Designs Inc. | $3K | $529K |
| Rossby Financial, LCC | $8K | $224K |
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, HYMB institutional holders.
Frequently asked questions
How much do JPHY and HYMB overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPHY as of May 31, 2026 and HYMB as of June 30, 2026.
Do institutions hold both JPHY and HYMB?
17 Form 13F filers report positions in both, out of 430 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%.