JPLD vs GVI overlap
JPLD and GVI overlap 3.2% by weight, across 29 shared holdings.
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Top shared holdings
| Holding | JPLD | GVI | Overlap |
|---|---|---|---|
| US Treasury N/B | 1.60% | 0.67% | 0.67% |
| US Treasury N/B | 2.02% | 0.61% | 0.61% |
| US Treasury N/BT | 2.07% | 0.50% | 0.50% |
| US Treasury N/B | 1.17% | 0.45% | 0.45% |
| US Treasury N/BT | 1.42% | 0.27% | 0.27% |
| US Treasury N/BT | 1.42% | 0.26% | 0.26% |
| UST Notes 3.5% 02/15/2029T | 0.21% | 0.41% | 0.21% |
| Oracle Corp.ORCL | 0.26% | 0.02% | 0.02% |
| Morgan StanleyMS | 0.18% | 0.02% | 0.02% |
| Goldman Sachs GPGS | 0.19% | 0.02% | 0.02% |
| Goldman Sachs GP | 0.27% | 0.02% | 0.02% |
| Bank of America Corporation 4.623%/VAR 05/09/2029BAC | 0.35% | 0.01% | 0.01% |
| Morgan StanleyMS | 0.26% | 0.01% | 0.01% |
| Morgan StanleyMS | 0.40% | 0.01% | 0.01% |
| Citigroup Inc. 4.786%/VAR 03/04/2029C | 0.45% | 0.01% | 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: JPLD, SEC Form N-PORT, May 31, 2026; GVI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPLD | GVI |
|---|---|---|
| JPMorgan Chase & Co | $2.3B | $57.2M |
| Bank of America Corp. | $20.8M | $160.5M |
| Stifel Financial Corp. | $966K | $167.1M |
| FMR LLC | $125.3M | $104K |
| Envestnet Asset Management Inc. | $2.5M | $118.4M |
| Morgan Stanley | $79.8M | $27.5M |
| Fifth Third Bancorp | $943K | $103.7M |
| Captrust Financial Advisors | $81.9M | $20.0M |
| M&T Bank Corp | $58.1M | $21.9M |
| PNC Financial Services Group, Inc. | $25K | $79.8M |
| LPL Financial LLC | $54.3M | $22.3M |
| Composition Wealth, LLC | $50.7M | $16.2M |
| UBS Group AG | $47.4M | $7.7M |
| Cetera Investment Advisers | $7.3M | $22.8M |
| Royal Bank of Canada | $493K | $28.2M |
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: JPLD institutional holders, GVI institutional holders.
Frequently asked questions
How much do JPLD and GVI overlap?
3.2% by weight, with 29 holdings in common, using holdings for JPLD as of May 31, 2026 and GVI as of May 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both JPLD and GVI?
52 Form 13F filers report positions in both, out of 383 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%.