JPIN vs IDLV overlap
JPIN and IDLV overlap 20.5% by weight, across 81 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPIN | IDLV | Overlap |
|---|---|---|---|
| OCBC BankOCBC | 0.48% | 0.77% | 0.48% |
| Japan Tobacco2914 | 0.45% | 0.46% | 0.45% |
| EndesaELE | 0.44% | 0.49% | 0.44% |
| Shell PLCSHELL | 0.42% | 0.42% | 0.42% |
| Poste ItalianePST | 0.39% | 0.43% | 0.39% |
| Aviva PLCAV/ | 0.39% | 0.46% | 0.39% |
| Sainsbury PLCSBRY | 0.39% | 0.48% | 0.39% |
| CLP Holdings2 | 0.39% | 0.86% | 0.39% |
| Novartis AG-REGNOVN | 0.38% | 0.49% | 0.38% |
| Takeda Pharmaceu4502 | 0.38% | 0.47% | 0.38% |
| EngieENGI | 0.38% | 0.43% | 0.38% |
| Coles Group Ltd.COL | 0.38% | 0.43% | 0.38% |
| OrangeORA | 0.37% | 0.37% | 0.37% |
| Wesfarmers Ltd.WES | 0.37% | 0.47% | 0.37% |
| Tesco PLCTSCO | 0.36% | 0.42% | 0.36% |
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: JPIN, SEC Form N-PORT, July 31, 2026; IDLV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPIN | IDLV |
|---|---|---|
| UBS Group AG | $33.1M | $2.2M |
| Morgan Stanley | $22.7M | $7.3M |
| Royal Bank of Canada | $6.7M | $13.1M |
| Raymond James Financial Inc. | $8.3M | $11.1M |
| Susquehanna International Group, LLP | $8.5M | $7.6M |
| Bank of America Corp. | $4.5M | $7.6M |
| LPL Financial LLC | $6.7M | $4.1M |
| Ameriprise Financial Inc. | $999K | $7.6M |
| Osaic Holdings, Inc. | $7.4M | $843K |
| JPMorgan Chase & Co | $6.0M | $20K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $2.5M |
| Jones Financial Companies LLLP | $3.4M | $1.4M |
| Wells Fargo & Company | $3.5M | $957K |
| PNC Financial Services Group, Inc. | $221K | $3.4M |
| Cetera Investment Advisers | $728K | $2.5M |
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: JPIN institutional holders, IDLV institutional holders.
Frequently asked questions
How much do JPIN and IDLV overlap?
20.5% by weight, with 81 holdings in common, using holdings for JPIN as of July 31, 2026 and IDLV as of July 31, 2026. The largest shared position is OCBC.
Do institutions hold both JPIN and IDLV?
37 Form 13F filers report positions in both, out of 178 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%.