JUNP vs JANP overlap
8 institutions report holding both JUNP and JANP.
JUNPJANP
Pick 2 to 4 ETFs.
We don’t have holdings for JUNP, JANP. 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.
8
institutions report holding both, of 21 holding any
JUNP96.4% of its 13F dollars, 61.5% of its 13 holders
JANP92.0% of its 13F dollars, 50.0% of its 16 holders
Largest institutions holding both
| Firm | JUNP | JANP |
|---|---|---|
| Prudential Financial Inc. | $17.6M | $17.6M |
| Foguth Wealth Management, LLC. | $13.5M | $14.8M |
| Commonwealth Equity Services, LLC | $4.4M | $1.4M |
| Raymond James Financial Inc. | $371K | $501K |
| Kestra Advisory Services, LLC | $406K | $300K |
| DHJJ Financial Advisors, Ltd. | $378K | $121K |
| Spire Wealth Management | $81K | $193K |
| PNC Financial Services Group, Inc. | $19K | $24K |
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: JUNP institutional holders, JANP institutional holders.
Frequently asked questions
Do institutions hold both JUNP and JANP?
8 Form 13F filers report positions in both, out of 21 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%.