JSCP vs BWX overlap
JSCP and BWX 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: JSCP, SEC Form N-PORT, May 31, 2026; BWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JSCP | BWX |
|---|---|---|
| JPMorgan Chase & Co | $125.5M | $592K |
| EP Wealth Advisors, LLC | $102.5M | $124K |
| Morgan Stanley | $137K | $74.7M |
| Integrated Wealth Concepts LLC | $16.3M | $34K |
| Envestnet Asset Management Inc. | $840K | $15.1M |
| Summit Financial, LLC | $13.9M | $249K |
| Raymond James Financial Inc. | $13.1M | $887K |
| LPL Financial LLC | $4.6M | $9.1M |
| Focus Partners Wealth | $12.1M | $384K |
| UBS Group AG | $8.8M | $3.0M |
| Main Street Financial Solutions, LLC | $8.9M | $1.7M |
| Osaic Holdings, Inc. | $8.2M | $1.8M |
| Global Retirement Partners, LLC | $9.9M | $65 |
| Jones Financial Companies LLLP | $5.7M | $3.3M |
| Cetera Investment Advisers | $1.4M | $6.7M |
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: JSCP institutional holders, BWX institutional holders.
Frequently asked questions
How much do JSCP and BWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for JSCP as of May 31, 2026 and BWX as of June 30, 2026.
Do institutions hold both JSCP and BWX?
33 Form 13F filers report positions in both, out of 248 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%.