JPHY vs IBDR overlap
JPHY and IBDR overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPHY: May 31, 2026, IBDR: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | JPHY | IBDR | Overlap |
|---|---|---|---|
| Ford Motor Credit Co LLC | 0.11% | 0.60% | 0.11% |
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; IBDR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPHY | IBDR |
|---|---|---|
| LPL Financial LLC | $418K | $94.0M |
| Morgan Stanley | $45K | $86.6M |
| JPMorgan Chase & Co | $51.0M | $5.8M |
| Benjamin Edwards Inc. | $28.7M | $20.3M |
| Assetmark, Inc. | $14.9M | $29K |
| Envestnet Asset Management Inc. | $1.9M | $10.2M |
| Osaic Holdings, Inc. | $5K | $8.5M |
| Jones Financial Companies LLLP | $94K | $5.7M |
| Principal Securities, Inc. | $1.9M | $442K |
| Concurrent Investment Advisors, LLC | $1.3M | $639K |
| Farther Finance Advisors, LLC | $541K | $797K |
| AE Wealth Management LLC | $5K | $147K |
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, IBDR institutional holders.
Frequently asked questions
How much do JPHY and IBDR overlap?
0.1% by weight, with 1 holdings in common, using holdings for JPHY as of May 31, 2026 and IBDR as of July 31, 2026. The largest shared position is Ford Motor Credit Co LLC.
Do institutions hold both JPHY and IBDR?
12 Form 13F filers report positions in both, out of 435 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%.