JPRE vs EIPI overlap
JPRE and EIPI 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; EIPI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPRE | EIPI |
|---|---|---|
| JPMorgan Chase & Co | $294.4M | $2K |
| Morgan Stanley | $341K | $60.4M |
| LPL Financial LLC | $5.1M | $28.1M |
| Raymond James Financial Inc. | $11.5M | $14.9M |
| Royal Bank of Canada | $0 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $13.2M |
| Wells Fargo & Company | $3.7M | $6.0M |
| Osaic Holdings, Inc. | $617K | $7.0M |
| Cetera Investment Advisers | $2.9M | $3.2M |
| Susquehanna International Group, LLP | $1.2M | $2.3M |
| Envestnet Asset Management Inc. | $1.2M | $1.9M |
| Commonwealth Equity Services, LLC | $632K | $1.6M |
| Northwestern Mutual Wealth Management Co | $1.1M | $1.1M |
| MML Investors Services, LLC | $466K | $1.6M |
| Orion Porfolio Solutions, LLC | $1.1M | $398K |
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, EIPI institutional holders.
Frequently asked questions
How much do JPRE and EIPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPRE as of May 31, 2026 and EIPI as of May 31, 2026.
Do institutions hold both JPRE and EIPI?
29 Form 13F filers report positions in both, out of 201 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%.