JSCP vs FMHI overlap
JSCP and FMHI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JSCP: May 31, 2026, FMHI: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; FMHI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JSCP | FMHI |
|---|---|---|
| JPMorgan Chase & Co | $125.5M | $10.9M |
| Wealth Enhancement Advisory Services, LLC | $6.8M | $72.7M |
| Morgan Stanley | $137K | $68.3M |
| LPL Financial LLC | $4.6M | $56.5M |
| Wells Fargo & Company | $107K | $57.2M |
| Raymond James Financial Inc. | $13.1M | $14.9M |
| UBS Group AG | $8.8M | $18.3M |
| HighTower Advisors, LLC | $17.6M | $6.6M |
| Cetera Investment Advisers | $1.4M | $19.5M |
| Osaic Holdings, Inc. | $8.2M | $12.2M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $18.5M |
| Integrated Wealth Concepts LLC | $16.3M | $2.0M |
| Summit Financial, LLC | $13.9M | $797K |
| NewEdge Advisors, LLC | $10K | $14.4M |
| Main Street Financial Solutions, LLC | $8.9M | $1.5M |
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, FMHI institutional holders.
Frequently asked questions
How much do JSCP and FMHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for JSCP as of May 31, 2026 and FMHI as of July 31, 2026.
Do institutions hold both JSCP and FMHI?
42 Form 13F filers report positions in both, out of 272 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%.