MINT vs JCPB overlap
MINT and JCPB overlap 0.4% by weight, across 38 shared holdings.
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Top shared holdings
| Holding | MINT | JCPB | Overlap |
|---|---|---|---|
| Societe Generale | 0.25% | 0.04% | 0.04% |
| Santander UK GRP | 0.06% | 0.03% | 0.03% |
| HSBC Holdings | 0.03% | 0.04% | 0.03% |
| Bank of AMER CRP | 0.05% | 0.03% | 0.03% |
| Banco Santander | 0.27% | 0.03% | 0.03% |
| Vistra Operations Co LLC 5.05% 12/30/2026 144AVST | 0.10% | 0.03% | 0.03% |
| Firstenergy Corp. | 0.17% | 0.02% | 0.02% |
| WELLS FARGO and CO NEW 5.707%/VAR 04/22/2028 | 0.18% | 0.02% | 0.02% |
| Goldman Sachs GP | 0.16% | 0.01% | 0.01% |
| Fells Point Funding Trust | 0.14% | 0.01% | 0.01% |
| BPCE SA | 0.02% | 0.01% | 0.01% |
| Wells Fargo Co | 0.51% | 0.01% | 0.01% |
| Deutsche Bank NY | 0.27% | 0.01% | 0.01% |
| Aercap IrelandAER | 0.77% | 0.01% | 0.01% |
| Societe Generale SA | 0.21% | 0.01% | 0.01% |
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: MINT, SEC Form N-PORT, June 30, 2026; JCPB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MINT | JCPB |
|---|---|---|
| JPMorgan Chase & Co | $3.2B | $356.9M |
| Morgan Stanley | $933.1M | $588.0M |
| Assetmark, Inc. | $1.0B | $109K |
| HB Wealth Management, LLC | $27.1M | $730.9M |
| LPL Financial LLC | $499.5M | $156.5M |
| Wells Fargo & Company | $511.6M | $109.9M |
| Raymond James Financial Inc. | $89.4M | $414.7M |
| Bank of America Corp. | $232.7M | $248.4M |
| UBS Group AG | $338.4M | $442K |
| Mariner, LLC | $74.1M | $253.5M |
| Northwestern Mutual Wealth Management Co | $48.9M | $222.0M |
| Modern Wealth Management, LLC | $46.0M | $201.9M |
| Envestnet Asset Management Inc. | $104.2M | $135.1M |
| HighTower Advisors, LLC | $59.2M | $159.5M |
| Cetera Investment Advisers | $32.1M | $164.2M |
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: MINT institutional holders, JCPB institutional holders.
Frequently asked questions
How much do MINT and JCPB overlap?
0.4% by weight, with 38 holdings in common, using holdings for MINT as of June 30, 2026 and JCPB as of May 31, 2026. The largest shared position is SOCIETE GENERALE.
Do institutions hold both MINT and JCPB?
211 Form 13F filers report positions in both, out of 1,054 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%.