JPSE vs FNY overlap
JPSE and FNY overlap 10.7% by weight, across 43 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JPSE | FNY | Overlap |
|---|---|---|---|
| Enova InternatioENVA | 0.42% | 0.84% | 0.42% |
| Compass Inc. - aCOMP | 0.37% | 0.73% | 0.37% |
| Protagonist THERPTGX | 0.39% | 0.35% | 0.35% |
| Caretrust REICTRE | 0.35% | 0.50% | 0.35% |
| Viasat Inc.VSAT | 0.35% | 0.68% | 0.35% |
| Ryman HospitalitRHP | 0.33% | 0.66% | 0.33% |
| Terreno Realty CTRNO | 0.33% | 0.35% | 0.33% |
| Macerich CoMAC | 0.32% | 0.49% | 0.32% |
| FED Signal Corp.FSS | 0.31% | 0.62% | 0.31% |
| HA Sustainable IHASI | 0.31% | 0.31% | 0.31% |
| KITE Realty GROUKRG | 0.30% | 0.32% | 0.30% |
| Laureate EducatiLAUR | 0.30% | 0.67% | 0.30% |
| AXOS Financial IAX | 0.29% | 0.50% | 0.29% |
| Brightspring HEABTSG | 0.29% | 0.68% | 0.29% |
| GATX Corp.GATX | 0.28% | 0.48% | 0.28% |
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; FNY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPSE | FNY |
|---|---|---|
| LPL Financial LLC | $52.1M | $100.6M |
| Morgan Stanley | $18.6M | $53.8M |
| Wells Fargo & Company | $446 | $53.5M |
| Raymond James Financial Inc. | $28.6M | $10.7M |
| Cetera Investment Advisers | $3.2M | $20.9M |
| Royal Bank of Canada | $17.7M | $6.0M |
| Envestnet Asset Management Inc. | $10.0M | $12.6M |
| NewEdge Advisors, LLC | $629K | $20.3M |
| Northwestern Mutual Wealth Management Co | $13.2M | $4.9M |
| UBS Group AG | $481 | $14.4M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $7.6M |
| Jones Financial Companies LLLP | $9.7M | $2.7M |
| JPMorgan Chase & Co | $11.7M | $234K |
| Sanctuary Advisors, LLC | $10.7M | $617K |
| Truist Financial Corp. | $11.0M | $314K |
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, FNY institutional holders.
Frequently asked questions
How much do JPSE and FNY overlap?
10.7% by weight, with 43 holdings in common, using holdings for JPSE as of July 31, 2026 and FNY as of July 31, 2026. The largest shared position is ENVA.
Do institutions hold both JPSE and FNY?
42 Form 13F filers report positions in both, out of 203 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%.