JPRE vs AGGH overlap
JPRE and AGGH overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: JPRE, SEC Form N-PORT, May 31, 2026; AGGH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPRE | AGGH |
|---|---|---|
| JPMorgan Chase & Co | $294.4M | $174K |
| Envestnet Asset Management Inc. | $1.2M | $27.2M |
| LPL Financial LLC | $5.1M | $23.1M |
| AE Wealth Management LLC | $52K | $15.5M |
| Raymond James Financial Inc. | $11.5M | $873K |
| Osaic Holdings, Inc. | $617K | $9.5M |
| Orion Porfolio Solutions, LLC | $1.1M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $938K |
| Commonwealth Equity Services, LLC | $632K | $1.5M |
| Goldman Sachs Group Inc. | $848K | $385K |
| MML Investors Services, LLC | $466K | $559K |
| Morgan Stanley | $341K | $11K |
| Royal Bank of Canada | $0 | $248K |
| PNC Financial Services Group, Inc. | $95K | $48K |
| Farther Finance Advisors, LLC | $18K | $31K |
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: JPRE institutional holders, AGGH institutional holders.
Frequently asked questions
How much do JPRE and AGGH overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPRE as of May 31, 2026 and AGGH as of June 30, 2026.
Do institutions hold both JPRE and AGGH?
16 Form 13F filers report positions in both, out of 144 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%.