JPSE vs EFIV overlap
JPSE and EFIV 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: JPSE, SEC Form N-PORT, July 31, 2026; EFIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPSE | EFIV |
|---|---|---|
| Koss-Olinger Consulting, LLC | $64.7M | $29.7M |
| LPL Financial LLC | $52.1M | $25.3M |
| Raymond James Financial Inc. | $28.6M | $3.9M |
| Bank of America Corp. | $25.0M | $2.5M |
| Integrated Wealth Concepts LLC | $10.2M | $12.3M |
| Morgan Stanley | $18.6M | $232K |
| Northwestern Mutual Wealth Management Co | $13.2M | $5.1M |
| Royal Bank of Canada | $17.7M | $13K |
| Gerber Kawasaki Wealth & Investment Management | $11.4M | $1.5M |
| JPMorgan Chase & Co | $11.7M | $1.2M |
| Envestnet Asset Management Inc. | $10.0M | $1.7M |
| Financial Engines Advisors L.L.C. | $1.4M | $6.9M |
| Private Advisor Group, LLC | $628K | $7.2M |
| Commonwealth Equity Services, LLC | $2.6M | $2.2M |
| Cetera Investment Advisers | $3.2M | $1.1M |
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, EFIV institutional holders.
Frequently asked questions
How much do JPSE and EFIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPSE as of July 31, 2026 and EFIV as of June 30, 2026.
Do institutions hold both JPSE and EFIV?
33 Form 13F filers report positions in both, out of 224 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%.