TAGG vs JPIB overlap
TAGG and JPIB overlap 0.9% by weight, across 47 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TAGG: July 31, 2026, JPIB: 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
| Holding | TAGG | JPIB | Overlap |
|---|---|---|---|
| Eagle LuxcoMEXPCP | 0.09% | 0.14% | 0.09% |
| REP of Poland | 0.08% | 0.16% | 0.08% |
| Wells Fargo CoWFC | 0.11% | 0.05% | 0.05% |
| Takeda Pharmaceu | 0.05% | 0.06% | 0.05% |
| Transcanada PL | 0.04% | 0.36% | 0.04% |
| META PlatformsMETA | 0.18% | 0.04% | 0.04% |
| Total Cap Intl | 0.04% | 0.04% | 0.04% |
| BAT Capital Corp. | 0.03% | 0.14% | 0.03% |
| Standard Chart | 0.03% | 0.12% | 0.03% |
| Cheniere EnergypCQP | 0.04% | 0.03% | 0.03% |
| CaixaBank SA | 0.03% | 0.12% | 0.03% |
| Bank of AMER CRPBAC | 0.10% | 0.03% | 0.03% |
| RD Michigan Property Owner I LLC 7.5% 03/30/2045 144A | 0.03% | 0.19% | 0.03% |
| Foundry JV HoldcFABSJV | 0.03% | 0.02% | 0.02% |
| Maple ParentKDP | 0.03% | 0.02% | 0.02% |
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: TAGG, SEC Form N-PORT, July 31, 2026; JPIB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TAGG | JPIB |
|---|---|---|
| LPL Financial LLC | $118.8M | $82.1M |
| Raymond James Financial Inc. | $5.2M | $42.5M |
| Morgan Stanley | $19.0M | $27.5M |
| Cetera Investment Advisers | $5.4M | $39.1M |
| Envestnet Asset Management Inc. | $4.5M | $22.1M |
| Commonwealth Equity Services, LLC | $4.2M | $15.7M |
| Cambridge Investment Research Advisors, Inc. | $465K | $10.1M |
| JPMorgan Chase & Co | $2.7M | $6.9M |
| Osaic Holdings, Inc. | $1.2M | $5.5M |
| Citadel Advisors LLC | $2.4M | $1.9M |
| IFP Advisors, Inc | $646K | $2.9M |
| Truist Financial Corp. | $1.2M | $216K |
| GeoWealth Management, LLC | $429K | $725K |
| Steward Partners Investment Advisory, LLC | $759K | $156K |
| Integrated Wealth Concepts LLC | $149K | $518K |
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: TAGG institutional holders, JPIB institutional holders.
Frequently asked questions
How much do TAGG and JPIB overlap?
0.9% by weight, with 47 holdings in common, using holdings for TAGG as of July 31, 2026 and JPIB as of May 31, 2026. The largest shared position is MEXPCP.
Do institutions hold both TAGG and JPIB?
21 Form 13F filers report positions in both, out of 267 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%.