JPST vs BIL overlap
518 institutions report holding both JPST and BIL.
JPSTBIL
Pick 2 to 4 ETFs.
We don’t have holdings for BIL. 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.
518
institutions report holding both, of 1,967 holding any
JPST80.7% of its 13F dollars, 43.4% of its 1,194 holders
BIL68.1% of its 13F dollars, 40.1% of its 1,291 holders
Largest institutions holding both
| Firm | JPST | BIL |
|---|---|---|
| Morgan Stanley | $3.2B | $2.7B |
| JPMorgan Chase & Co | $5.0B | $26.9M |
| LPL Financial LLC | $1.0B | $1.4B |
| Bank of America Corp. | $916.8M | $1.5B |
| Wells Fargo & Company | $598.5M | $769.8M |
| UBS Group AG | $499.7M | $831.3M |
| Royal Bank of Canada | $267.6M | $722.1M |
| Raymond James Financial Inc. | $309.0M | $419.8M |
| Betterment LLC | $695.8M | $1.6M |
| FMR LLC | $646.9M | $536K |
| Envestnet Asset Management Inc. | $216.9M | $429.9M |
| Charles Schwab Investment Management Inc. | $607.1M | $2.2M |
| Stifel Financial Corp. | $108.4M | $492.3M |
| Cambridge Investment Research Advisors, Inc. | $202.8M | $358.9M |
| AQR Capital Management LLC | $9.3M | $508.7M |
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: JPST institutional holders, BIL institutional holders.
Frequently asked questions
Do institutions hold both JPST and BIL?
518 Form 13F filers report positions in both, out of 1,967 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%.