JPSE vs BBHM overlap
5 institutions report holding both JPSE and BBHM.
JPSEBBHM
Pick 2 to 4 ETFs.
We don’t have holdings for BBHM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
5
institutions report holding both, of 123 holding any
JPSE7.6% of its 13F dollars, 4.3% of its 117 holders
BBHM0.9% of its 13F dollars, 45.5% of its 11 holders
Largest institutions holding both
| Firm | JPSE | BBHM |
|---|---|---|
| Bank of America Corp. | $25.0M | $4.1M |
| JPMorgan Chase & Co | $11.7M | $15K |
| FMR LLC | $128K | $2K |
| Wells Fargo & Company | $446 | $110K |
| UBS Group AG | $481 | $2K |
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: JPSE institutional holders, BBHM institutional holders.
Frequently asked questions
Do institutions hold both JPSE and BBHM?
5 Form 13F filers report positions in both, out of 123 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%.