JPMB vs IMVP overlap
JPMB and IMVP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPMB: May 31, 2026, IMVP: 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
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: JPMB, SEC Form N-PORT, May 31, 2026; IMVP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPMB | IMVP |
|---|---|---|
| Bank of America Corp. | $7.9M | $11.8M |
| Morgan Stanley | $10.8M | $3.7M |
| LPL Financial LLC | $2.1M | $1.8M |
| Jane Street Group, LLC | $538K | $3.4M |
| Integrated Wealth Concepts LLC | $367K | $2.7M |
| Susquehanna International Group, LLP | $447K | $2.4M |
| Wells Fargo & Company | $26 | $2.6M |
| Steward Partners Investment Advisory, LLC | $598K | $40K |
| UBS Group AG | $258K | $195K |
| Farther Finance Advisors, LLC | $431K | $21K |
| Osaic Holdings, Inc. | $133K | $114K |
| Royal Bank of Canada | $32K | $93K |
| Fifth Third Bancorp | $3K | $22K |
| Rockefeller Capital Management L.P. | $15K | $4K |
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: JPMB institutional holders, IMVP institutional holders.
Frequently asked questions
How much do JPMB and IMVP overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPMB as of May 31, 2026 and IMVP as of July 31, 2026.
Do institutions hold both JPMB and IMVP?
14 Form 13F filers report positions in both, out of 86 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%.