JPUS vs IQSU overlap
JPUS and IQSU overlap 19.1% by weight, across 110 shared holdings.
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Top shared holdings
| Holding | JPUS | IQSU | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 0.42% | 9.89% | 0.42% |
| Welltower Inc.WELL | 0.40% | 0.50% | 0.40% |
| Western DigitalWDC | 0.38% | 0.53% | 0.38% |
| Bank of AmericaBAC | 0.38% | 1.18% | 0.38% |
| Cisco SystemsCSCO | 0.38% | 1.35% | 0.38% |
| Gilead SciencesGILD | 0.37% | 0.46% | 0.37% |
| Bristol-MYER SQBBMY | 0.36% | 0.39% | 0.36% |
| Applied MaterialAMAT | 0.35% | 1.33% | 0.35% |
| Verizon CommunicVZ | 0.35% | 0.62% | 0.35% |
| Analog DevicesADI | 0.35% | 0.53% | 0.35% |
| Procter & GamblePG | 0.34% | 1.03% | 0.34% |
| TJX COS Inc.TJX | 0.34% | 0.55% | 0.34% |
| Capital One FINACOF | 0.33% | 0.38% | 0.33% |
| At&T Inc.T | 0.33% | 0.50% | 0.33% |
| McKesson Corp.MCK | 0.34% | 0.32% | 0.32% |
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: JPUS, SEC Form N-PORT, July 31, 2026; IQSU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPUS | IQSU |
|---|---|---|
| Captrust Financial Advisors | $32.9M | $3.2M |
| LPL Financial LLC | $10.3M | $1.3M |
| Ameriprise Financial Inc. | $8.9M | $316K |
| Morgan Stanley | $7.4M | $109K |
| Bank of America Corp. | $5.0M | $2.2M |
| Raymond James Financial Inc. | $6.9M | $240K |
| Osaic Holdings, Inc. | $3.9M | $40K |
| Citadel Advisors LLC | $2.4M | $1.4M |
| NewEdge Advisors, LLC | $1.5M | $39K |
| Two Sigma Investments, LP | $309K | $501K |
| FMR LLC | $495K | $6K |
| O'SHAughnessy Asset Management, LLC | $146K | $125K |
| Northwestern Mutual Wealth Management Co | $133K | $118K |
| Integrated Wealth Concepts LLC | $246K | $188 |
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: JPUS institutional holders, IQSU institutional holders.
Frequently asked questions
How much do JPUS and IQSU overlap?
19.1% by weight, with 110 holdings in common, using holdings for JPUS as of July 31, 2026 and IQSU as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both JPUS and IQSU?
14 Form 13F filers report positions in both, out of 112 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%.