XJH vs JPME overlap
XJH and JPME overlap 28.0% by weight, across 121 shared holdings.
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Top shared holdings
| Holding | XJH | JPME | Overlap |
|---|---|---|---|
| Illumina Inc.ILMN | 0.82% | 0.48% | 0.48% |
| JAZZ PharmaceutiJAZZ | 0.47% | 0.44% | 0.44% |
| Lamar Advertis-aLAMR | 0.42% | 0.41% | 0.41% |
| Tenet HealthcareTHC | 0.50% | 0.41% | 0.41% |
| Technipfmc PLCFTI | 0.82% | 0.41% | 0.41% |
| Omega HealthcareOHI | 0.44% | 0.40% | 0.40% |
| Exelixis Inc.EXEL | 0.42% | 0.40% | 0.40% |
| Reinsurance GROURGA | 0.43% | 0.40% | 0.40% |
| Reliance Inc.RS | 0.59% | 0.40% | 0.40% |
| Texas RoadhousTXRH | 0.39% | 0.47% | 0.39% |
| Mueller INDSMLI | 0.42% | 0.39% | 0.39% |
| Jones LANG LasalJLL | 0.45% | 0.38% | 0.38% |
| United TherapeutUTHR | 0.71% | 0.38% | 0.38% |
| US Foods HoldingUSFD | 0.70% | 0.38% | 0.38% |
| WP Carey Inc.WPC | 0.49% | 0.37% | 0.37% |
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: XJH, SEC Form N-PORT, June 30, 2026; JPME, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XJH | JPME |
|---|---|---|
| Morgan Stanley | $84K | $58.5M |
| LPL Financial LLC | $21.1M | $32.5M |
| HighTower Advisors, LLC | $1.5M | $44.3M |
| Bank of America Corp. | $30.2M | $4.4M |
| Raymond James Financial Inc. | $24.9M | $9.2M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $15.5M |
| Cerity Partners LLC | $445K | $10.9M |
| RVW Wealth, LLC | $713K | $7.9M |
| Harbour Investments, Inc. | $7.1M | $1.3M |
| Royal Bank of Canada | $1.8M | $5.3M |
| Osaic Holdings, Inc. | $2.5M | $4.0M |
| Northwestern Mutual Wealth Management Co | $3.3M | $1.8M |
| Commonwealth Equity Services, LLC | $2.2M | $2.5M |
| Cetera Investment Advisers | $2.9M | $928K |
| Trilogy Capital Inc. | $1.6M | $2.2M |
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: XJH institutional holders, JPME institutional holders.
Frequently asked questions
How much do XJH and JPME overlap?
28.0% by weight, with 121 holdings in common, using holdings for XJH as of June 30, 2026 and JPME as of July 31, 2026. The largest shared position is ILMN.
Do institutions hold both XJH and JPME?
34 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%.