JPME vs FSCC overlap

JPME and FSCC overlap 1.2% by weight, across 5 shared holdings.

JPMEFSCC

Pick 2 to 4 ETFs.

1.2%

overlap by weight, across 5 shared holdings

JPME1.5% of the fund is in shared holdings, of 349

FSCC2.4% of the fund is in shared holdings, of 308

These funds report on different dates (JPME: July 31, 2026, FSCC: 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	FSCC	Overlap
Emcor Group Inc.EME	0.39%	0.90%	0.39%
Hecla Mining CoHL	0.27%	0.78%	0.27%
Viavi SolutionsVIAV	0.21%	0.28%	0.21%
Applied OptoelecAAOI	0.17%	0.29%	0.17%
Halozyme TherapeHALO	0.42%	0.15%	0.15%

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; FSCC, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 136 holding any

JPME20.6% of its 13F dollars, 10.3% of its 107 holders

FSCC29.6% of its 13F dollars, 27.5% of its 40 holders

Largest institutions holding both

Firm	JPME	FSCC
LPL Financial LLC	$32.5M	$44.6M
Envestnet Asset Management Inc.	$224K	$40.8M
Cambridge Investment Research Advisors, Inc.	$15.5M	$1.2M
Sanctuary Advisors, LLC	$6.9M	$505K
Private Advisor Group, LLC	$809K	$5.5M
Stifel Financial Corp.	$4.0M	$738K
Commonwealth Equity Services, LLC	$2.5M	$1.7M
Kestra Private Wealth Services, LLC	$419K	$1.2M
JPMorgan Chase & Co	$848K	$40K
Steward Partners Investment Advisory, LLC	$71K	$711K
Wells Fargo & Company	$6K	$11K

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, FSCC institutional holders.

Frequently asked questions

How much do JPME and FSCC overlap?

1.2% by weight, with 5 holdings in common, using holdings for JPME as of July 31, 2026 and FSCC as of May 31, 2026. The largest shared position is EME.

Do institutions hold both JPME and FSCC?

11 Form 13F filers report positions in both, out of 136 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%.