SJCP vs SJB overlap

SJCP and SJB overlap 0.0% by weight, across 0 shared holdings.

SJCPSJB

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SJCP0.0% of the fund is in shared holdings, of 19

SJB0.0% of the fund is in shared holdings, of 1

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: SJCP, SEC Form N-PORT, May 31, 2026; SJB, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 22 holding any

SJCP2.6% of its 13F dollars, 50.0% of its 4 holders

SJB0.0% of its 13F dollars, 10.0% of its 20 holders

Largest institutions holding both

Firm	SJCP	SJB
Integrated Wealth Concepts LLC	$152K	$91
UBS Group AG	$150	$30

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: SJCP institutional holders, SJB institutional holders.

Frequently asked questions

How much do SJCP and SJB overlap?

0.0% by weight, with 0 holdings in common, using holdings for SJCP as of May 31, 2026 and SJB as of May 31, 2026.

Do institutions hold both SJCP and SJB?

2 Form 13F filers report positions in both, out of 22 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%.