SSO vs JEPQ overlap
SSO and JEPQ overlap 35.7% by weight, across 81 shared holdings.
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Top shared holdings
| Holding | SSO | JEPQ | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 5.18% | 6.59% | 5.18% |
| Apple Inc.AAPL | 4.63% | 5.74% | 4.63% |
| Microsoft Corp.MSFT | 3.38% | 3.84% | 3.38% |
| Amazon.COM Inc.AMZN | 2.67% | 3.62% | 2.67% |
| Broadcom Inc.AVGO | 2.14% | 2.13% | 2.13% |
| Alphabet Inc.-CGOOG | 1.78% | 4.98% | 1.78% |
| META Platforms-aMETA | 1.40% | 2.35% | 1.40% |
| Tesla Inc.TSLA | 1.24% | 2.36% | 1.24% |
| Micron TechMU | 1.10% | 5.50% | 1.10% |
| ADV Micro DeviceAMD | 0.85% | 3.81% | 0.85% |
| Intel Corp.INTC | 0.54% | 1.59% | 0.54% |
| Walmart Inc.WMT | 0.51% | 1.76% | 0.51% |
| Cisco SystemsCSCO | 0.48% | 1.32% | 0.48% |
| Costco WholesaleCOST | 0.43% | 1.15% | 0.43% |
| LAM ResearchLRCX | 0.40% | 2.85% | 0.40% |
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: SSO, SEC Form N-PORT, May 31, 2026; JEPQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SSO | JEPQ |
|---|---|---|
| Morgan Stanley | $90K | $1.6B |
| JPMorgan Chase & Co | $6.6M | $1.4B |
| LPL Financial LLC | $2.7M | $1.1B |
| Bank of America Corp. | $791K | $894.3M |
| Wells Fargo & Company | $83 | $595.6M |
| Royal Bank of Canada | $278K | $299.0M |
| Osaic Holdings, Inc. | $3.4M | $268.3M |
| UBS Group AG | $21.7M | $196.8M |
| Jones Financial Companies LLLP | $96K | $154.8M |
| Equitable Holdings, Inc. | $243K | $129.6M |
| Allworth Financial LP | $1.6M | $106.2M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $98.1M |
| Main Street Group, LTD | $80.5M | $41K |
| HighTower Advisors, LLC | $16.8M | $51.7M |
| Goldman Sachs Group Inc. | $59.2M | $1.7M |
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: SSO institutional holders, JEPQ institutional holders.
Frequently asked questions
How much do SSO and JEPQ overlap?
35.7% by weight, with 81 holdings in common, using holdings for SSO as of May 31, 2026 and JEPQ as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SSO and JEPQ?
147 Form 13F filers report positions in both, out of 1,120 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%.