JPRE vs BGRN overlap
JPRE and BGRN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPRE: May 31, 2026, BGRN: 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: JPRE, SEC Form N-PORT, May 31, 2026; BGRN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPRE | BGRN |
|---|---|---|
| JPMorgan Chase & Co | $294.4M | $21K |
| LPL Financial LLC | $5.1M | $10.5M |
| Raymond James Financial Inc. | $11.5M | $4.0M |
| Royal Bank of Canada | $0 | $12.2M |
| Envestnet Asset Management Inc. | $1.2M | $5.7M |
| Cetera Investment Advisers | $2.9M | $3.1M |
| Assetmark, Inc. | $93K | $4.8M |
| Wells Fargo & Company | $3.7M | $44 |
| Commonwealth Equity Services, LLC | $632K | $1.9M |
| Osaic Holdings, Inc. | $617K | $1.3M |
| CENTRAL TRUST Co | $1.8M | $5K |
| Jones Financial Companies LLLP | $8K | $1.2M |
| Northwestern Mutual Wealth Management Co | $1.1M | $3K |
| MML Investors Services, LLC | $466K | $403K |
| Bank of Montreal | $540K | $158K |
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, BGRN institutional holders.
Frequently asked questions
How much do JPRE and BGRN overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPRE as of May 31, 2026 and BGRN as of July 31, 2026.
Do institutions hold both JPRE and BGRN?
22 Form 13F filers report positions in both, out of 175 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%.