JPME vs AVMC overlap
JPME and AVMC overlap 43.5% by weight, across 260 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPME: July 31, 2026, AVMC: May 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
| Holding | JPME | AVMC | Overlap |
|---|---|---|---|
| United AirlinesUAL | 0.43% | 0.52% | 0.43% |
| Technipfmc PLCFTI | 0.41% | 0.43% | 0.41% |
| Devon Energy CoDVN | 0.41% | 0.74% | 0.41% |
| Archer-DanielsADM | 0.40% | 0.45% | 0.40% |
| Nucor Corp.NUE | 0.40% | 0.60% | 0.40% |
| Emcor Group Inc.EME | 0.39% | 0.44% | 0.39% |
| Entergy Corp.ETR | 0.39% | 0.39% | 0.39% |
| Hartford InsuranHIG | 0.39% | 0.47% | 0.39% |
| Garmin Ltd.GRMN | 0.43% | 0.39% | 0.39% |
| Teradyne Inc.TER | 0.37% | 0.63% | 0.37% |
| Netapp Inc.NTAP | 0.43% | 0.37% | 0.37% |
| Tapestry Inc.TPR | 0.40% | 0.37% | 0.37% |
| Ameriprise FinanAMP | 0.37% | 0.42% | 0.37% |
| State St Corp.STT | 0.37% | 0.48% | 0.37% |
| Steel DynamicsSTLD | 0.36% | 0.43% | 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: JPME, SEC Form N-PORT, July 31, 2026; AVMC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPME | AVMC |
|---|---|---|
| HighTower Advisors, LLC | $44.3M | $33.0M |
| Morgan Stanley | $58.5M | $10.2M |
| LPL Financial LLC | $32.5M | $19.9M |
| Cambridge Investment Research Advisors, Inc. | $15.5M | $1.0M |
| AE Wealth Management LLC | $112K | $11.3M |
| Kestra Advisory Services, LLC | $1.3M | $4.1M |
| Osaic Holdings, Inc. | $4.0M | $359K |
| Envestnet Asset Management Inc. | $224K | $4.1M |
| Commonwealth Equity Services, LLC | $2.5M | $769K |
| Summit Financial, LLC | $490K | $2.1M |
| Northwestern Mutual Wealth Management Co | $1.8M | $359K |
| Susquehanna International Group, LLP | $272K | $1.0M |
| Farther Finance Advisors, LLC | $80K | $1.2M |
| Fiduciary Financial Advisors | $13K | $1.1M |
| JPMorgan Chase & Co | $848K | $15K |
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: JPME institutional holders, AVMC institutional holders.
Frequently asked questions
How much do JPME and AVMC overlap?
43.5% by weight, with 260 holdings in common, using holdings for JPME as of July 31, 2026 and AVMC as of May 31, 2026. The largest shared position is UAL.
Do institutions hold both JPME and AVMC?
20 Form 13F filers report positions in both, out of 166 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%.