JPSE vs EES overlap
JPSE and EES overlap 35.3% by weight, across 301 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPSE | EES | Overlap |
|---|---|---|---|
| Enova InternatioENVA | 0.42% | 0.51% | 0.42% |
| PAR Pacific HOLDPARR | 0.42% | 0.36% | 0.36% |
| Clear Secure I-aYOU | 0.34% | 0.40% | 0.34% |
| Matson Inc.MATX | 0.31% | 0.71% | 0.31% |
| Garrett MotioGTX | 0.29% | 0.76% | 0.29% |
| Netscout SystemsNTCT | 0.30% | 0.29% | 0.29% |
| International SEINSW | 0.36% | 0.29% | 0.29% |
| Cabot Corp.CBT | 0.28% | 0.54% | 0.28% |
| Integer HoldingsITGR | 0.27% | 0.29% | 0.27% |
| Phinia Inc.PHIN | 0.26% | 0.28% | 0.26% |
| Ingevity Corp.NGVT | 0.30% | 0.26% | 0.26% |
| AZZ Inc.AZZ | 0.29% | 0.26% | 0.26% |
| Materion Corp.MTRN | 0.26% | 0.29% | 0.26% |
| NMI Holdings Inc.NMIH | 0.26% | 0.37% | 0.26% |
| Pitney Bowes Inc.PBI | 0.26% | 0.39% | 0.26% |
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: JPSE, SEC Form N-PORT, July 31, 2026; EES, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPSE | EES |
|---|---|---|
| LPL Financial LLC | $52.1M | $40.4M |
| Morgan Stanley | $18.6M | $50.4M |
| Bank of America Corp. | $25.0M | $33.4M |
| UBS Group AG | $481 | $47.8M |
| Raymond James Financial Inc. | $28.6M | $10.0M |
| Ameriprise Financial Inc. | $264K | $30.2M |
| Cetera Investment Advisers | $3.2M | $23.5M |
| Royal Bank of Canada | $17.7M | $9.0M |
| Envestnet Asset Management Inc. | $10.0M | $5.2M |
| JPMorgan Chase & Co | $11.7M | $3.3M |
| Northwestern Mutual Wealth Management Co | $13.2M | $229K |
| Sanctuary Advisors, LLC | $10.7M | $439K |
| Integrated Wealth Concepts LLC | $10.2M | $324K |
| Jones Financial Companies LLLP | $9.7M | $164K |
| Wells Fargo & Company | $446 | $9.8M |
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, EES institutional holders.
Frequently asked questions
How much do JPSE and EES overlap?
35.3% by weight, with 301 holdings in common, using holdings for JPSE as of July 31, 2026 and EES as of June 30, 2026. The largest shared position is ENVA.
Do institutions hold both JPSE and EES?
47 Form 13F filers report positions in both, out of 240 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%.