JPIE vs BKLN overlap
JPIE and BKLN overlap 0.5% by weight, across 34 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPIE | BKLN | Overlap |
|---|---|---|---|
| Medind 3.875 04/01/29 144AMEDIND | 0.06% | 0.30% | 0.06% |
| Transdigm Inc.TDG | 0.03% | 0.06% | 0.03% |
| Transdigm Inc. | 0.11% | 0.03% | 0.03% |
| Caesars ENTCZR | 0.05% | 0.03% | 0.03% |
| Atlas Luxco 4UNSEAM | 0.03% | 0.07% | 0.03% |
| Oak-Eagle AcquirEA | 0.02% | 0.03% | 0.02% |
| Raven AcquisitioRCM | 0.02% | 0.04% | 0.02% |
| Bculc 3.875 01/15/28 144A | 0.02% | 0.21% | 0.02% |
| UKG Inc 2024 Term Loan BULTI | 0.02% | 1.68% | 0.02% |
| Genesee & Wyoming Inc (New) 2024 Term Loan | 0.02% | 0.69% | 0.02% |
| Quikrete Holdings Inc 2025 Term Loan BQUIKHO | 0.02% | 1.10% | 0.02% |
| Clarios GlobalPOWSOL | 0.02% | 0.04% | 0.02% |
| CSC Holdings LLC | 0.02% | 0.02% | 0.02% |
| 1011778 BC ULC /BCULC | 0.02% | 0.04% | 0.02% |
| HUB International Limited 2025 Term Loan B | 0.01% | 1.05% | 0.01% |
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: JPIE, SEC Form N-PORT, May 31, 2026; BKLN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPIE | BKLN |
|---|---|---|
| Charles Schwab Investment Management Inc. | $616.1M | $208.2M |
| Morgan Stanley | $336.6M | $286.3M |
| JPMorgan Chase & Co | $381.4M | $121.7M |
| Wells Fargo & Company | $289.4M | $70.0M |
| BlackRock, Inc. | $9K | $345.2M |
| Sequoia Financial Advisors, LLC | $328.4M | $273K |
| Bank of America Corp. | $190.3M | $118.2M |
| LPL Financial LLC | $95.4M | $122.9M |
| UBS Group AG | $396K | $217.1M |
| Envestnet Asset Management Inc. | $121.3M | $56.5M |
| Waverly Advisors, LLC | $122.9M | $1.5M |
| Royal Bank of Canada | $87.2M | $18.6M |
| Osaic Holdings, Inc. | $79.5M | $26.1M |
| Raymond James Financial Inc. | $92.7M | $8.8M |
| Assetmark, Inc. | $691 | $89.2M |
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: JPIE institutional holders, BKLN institutional holders.
Frequently asked questions
How much do JPIE and BKLN overlap?
0.5% by weight, with 34 holdings in common, using holdings for JPIE as of May 31, 2026 and BKLN as of May 31, 2026. The largest shared position is MEDIND.
Do institutions hold both JPIE and BKLN?
148 Form 13F filers report positions in both, out of 837 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%.