JPIB vs FLMI overlap
JPIB and FLMI 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: JPIB, SEC Form N-PORT, May 31, 2026; FLMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPIB | FLMI |
|---|---|---|
| LPL Financial LLC | $82.1M | $172.0M |
| Bank of America Corp. | $57.1M | $83.0M |
| Raymond James Financial Inc. | $42.5M | $48.1M |
| Morgan Stanley | $27.5M | $54.5M |
| Cetera Investment Advisers | $39.1M | $40.7M |
| HighTower Advisors, LLC | $48.0M | $21.3M |
| Wells Fargo & Company | $61K | $58.4M |
| Envestnet Asset Management Inc. | $22.1M | $16.9M |
| Midwest Financial Partners Investments, Inc. | $23.3M | $13.5M |
| Northwestern Mutual Wealth Management Co | $27.5M | $5.3M |
| Osaic Holdings, Inc. | $5.5M | $23.6M |
| Jane Street Group, LLC | $3.2M | $25.7M |
| Sanctuary Advisors, LLC | $2.5M | $24.4M |
| Waverly Advisors, LLC | $3.2M | $21.0M |
| Commonwealth Equity Services, LLC | $15.7M | $8.0M |
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: JPIB institutional holders, FLMI institutional holders.
Frequently asked questions
How much do JPIB and FLMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPIB as of May 31, 2026 and FLMI as of June 30, 2026.
Do institutions hold both JPIB and FLMI?
78 Form 13F filers report positions in both, out of 397 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%.