PGX vs JHCR overlap
PGX and JHCR 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: PGX, SEC Form N-PORT, May 31, 2026; JHCR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PGX | JHCR |
|---|---|---|
| JPMorgan Chase & Co | $77.0M | $1.6M |
| Ameriprise Financial Inc. | $45.8M | $13.7M |
| Envestnet Asset Management Inc. | $10.6M | $11.4M |
| Integrated Wealth Concepts LLC | $9.8M | $4.6M |
| Simplicity Wealth,LLC | $432K | $5.1M |
| Goldman Sachs Group Inc. | $339K | $1.2M |
| CoreCap Advisors, LLC | $71K | $1.4M |
| Envestnet Portfolio Solutions, Inc. | $182K | $889K |
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: PGX institutional holders, JHCR institutional holders.
Frequently asked questions
How much do PGX and JHCR overlap?
0.0% by weight, with 0 holdings in common, using holdings for PGX as of May 31, 2026 and JHCR as of June 30, 2026.
Do institutions hold both PGX and JHCR?
8 Form 13F filers report positions in both, out of 416 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%.