PULS vs JCPB overlap
PULS and JCPB overlap 0.1% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | PULS | JCPB | Overlap |
|---|---|---|---|
| Bank of AMER CRP | 0.20% | 0.03% | 0.03% |
| Volkswagen Group of America Finance LLC | 0.10% | 0.02% | 0.02% |
| WELLS FARGO and CO NEW 5.707%/VAR 04/22/2028 | 0.09% | 0.02% | 0.02% |
| HESS Corp. | 0.37% | 0.01% | 0.01% |
| Citigroup Inc.C | 0.06% | 0.01% | 0.01% |
| DTE Energy Co 4.95% 07/01/2027DTE | 0.09% | 0.00% | 0.00% |
| BPCE | 0.09% | 0.00% | 0.00% |
| Alliant Energy Finance LLC | 0.07% | 0.00% | 0.00% |
| Schlumberger Holdings Corp | 0.14% | 0.00% | 0.00% |
| Goldman Sachs GP | 0.17% | 0.00% | 0.00% |
| Realty Income | 0.08% | 0.00% | 0.00% |
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: PULS, SEC Form N-PORT, May 29, 2026; JCPB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PULS | JCPB |
|---|---|---|
| JPMorgan Chase & Co | $2.5B | $356.9M |
| Morgan Stanley | $925.6M | $588.0M |
| Betterment LLC | $2.1M | $1.3B |
| Bank of America Corp. | $601.4M | $248.4M |
| LPL Financial LLC | $692.8M | $156.5M |
| Raymond James Financial Inc. | $265.9M | $414.7M |
| Wells Fargo & Company | $438.7M | $109.9M |
| Cetera Investment Advisers | $289.3M | $164.2M |
| PNC Financial Services Group, Inc. | $260.4M | $55.3M |
| FMR LLC | $311.0M | $500K |
| Northwestern Mutual Wealth Management Co | $61.0M | $222.0M |
| Jones Financial Companies LLLP | $206.2M | $56.5M |
| Mariner, LLC | $1.4M | $253.5M |
| UBS Group AG | $222.9M | $442K |
| Osaic Holdings, Inc. | $97.4M | $122.7M |
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: PULS institutional holders, JCPB institutional holders.
Frequently asked questions
How much do PULS and JCPB overlap?
0.1% by weight, with 11 holdings in common, using holdings for PULS as of May 29, 2026 and JCPB as of May 31, 2026. The largest shared position is BANK OF AMER CRP.
Do institutions hold both PULS and JCPB?
174 Form 13F filers report positions in both, out of 801 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%.