STIP vs JCPB overlap
STIP and JCPB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (STIP: July 31, 2026, JCPB: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: STIP, SEC Form N-PORT, July 31, 2026; JCPB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | STIP | JCPB |
|---|---|---|
| BlackRock, Inc. | $4.5B | $1.8M |
| Betterment LLC | $465.2M | $1.3B |
| Morgan Stanley | $229.9M | $588.0M |
| HB Wealth Management, LLC | $3.1M | $730.9M |
| LPL Financial LLC | $422.3M | $156.5M |
| Raymond James Financial Inc. | $88.3M | $414.7M |
| JPMorgan Chase & Co | $111.1M | $356.9M |
| Bank of America Corp. | $158.7M | $248.4M |
| Envestnet Asset Management Inc. | $203.9M | $135.1M |
| Cetera Investment Advisers | $146.8M | $164.2M |
| Dynasty Wealth Management, LLC | $67.9M | $235.6M |
| Northwestern Mutual Wealth Management Co | $60.9M | $222.0M |
| Mariner, LLC | $7.0M | $253.5M |
| Modern Wealth Management, LLC | $29.7M | $201.9M |
| Coldstream Capital Management Inc. | $190.0M | $3.2M |
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: STIP institutional holders, JCPB institutional holders.
Frequently asked questions
How much do STIP and JCPB overlap?
0.0% by weight, with 0 holdings in common, using holdings for STIP as of July 31, 2026 and JCPB as of May 31, 2026.
Do institutions hold both STIP and JCPB?
213 Form 13F filers report positions in both, out of 1,121 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%.