JPME vs GSC overlap

JPME and GSC overlap 0.8% by weight, across 3 shared holdings.

JPMEGSC

Pick 2 to 4 ETFs.

0.8%

overlap by weight, across 3 shared holdings

JPME0.8% of the fund is in shared holdings, of 349

GSC3.0% of the fund is in shared holdings, of 98

These funds report on different dates (JPME: July 31, 2026, GSC: 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	GSC	Overlap
Idacorp Inc.IDA	0.37%	1.08%	0.37%
Element SolutionESI	0.34%	1.01%	0.34%
Chord Energy CORCHRD	0.11%	0.86%	0.11%

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

institutions report holding both, of 146 holding any

JPME35.2% of its 13F dollars, 11.2% of its 107 holders

GSC30.7% of its 13F dollars, 23.5% of its 51 holders

Largest institutions holding both

Firm	JPME	GSC
Envestnet Asset Management Inc.	$224K	$59.2M
Morgan Stanley	$58.5M	$95K
LPL Financial LLC	$32.5M	$7.8M
Sanctuary Advisors, LLC	$6.9M	$8.1M
Principal Securities, Inc.	$635K	$7.7M
Osaic Holdings, Inc.	$4.0M	$3.0M
Cetera Investment Advisers	$928K	$3.6M
Commonwealth Equity Services, LLC	$2.5M	$546K
Citadel Advisors LLC	$2.1M	$763K
BlackRock, Inc.	$543K	$23K
Farther Finance Advisors, LLC	$80K	$423K
Wells Fargo & Company	$6K	$7K

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, GSC institutional holders.

Frequently asked questions

How much do JPME and GSC overlap?

0.8% by weight, with 3 holdings in common, using holdings for JPME as of July 31, 2026 and GSC as of May 31, 2026. The largest shared position is IDA.

Do institutions hold both JPME and GSC?

12 Form 13F filers report positions in both, out of 146 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%.