XMVM vs JPME overlap
XMVM and JPME overlap 9.9% by weight, across 33 shared holdings.
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Top shared holdings
| Holding | XMVM | JPME | Overlap |
|---|---|---|---|
| HF Sinclair Corp.DINO | 2.23% | 0.51% | 0.51% |
| Permian Resour-aPR | 0.91% | 0.43% | 0.43% |
| Tenet HealthcareTHC | 1.91% | 0.41% | 0.41% |
| EPR PropertiesEPR | 0.75% | 0.39% | 0.39% |
| Avnet Inc.AVT | 1.77% | 0.39% | 0.39% |
| Jones LANG LasalJLL | 1.62% | 0.38% | 0.38% |
| US Foods HoldingUSFD | 1.10% | 0.38% | 0.38% |
| OGE Energy Corp.OGE | 0.70% | 0.37% | 0.37% |
| TD Synnex Corp.SNX | 1.40% | 0.37% | 0.37% |
| Ryder System Inc.R | 0.78% | 0.37% | 0.37% |
| Ovintiv Inc.OVV | 1.06% | 0.37% | 0.37% |
| Penske AutomotivPAG | 2.06% | 0.36% | 0.36% |
| Old Repub IntlORI | 1.56% | 0.35% | 0.35% |
| UGI Corp.UGI | 1.32% | 0.34% | 0.34% |
| NATL Fuel Gas CoNFG | 1.07% | 0.34% | 0.34% |
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: XMVM, SEC Form N-PORT, July 31, 2026; JPME, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XMVM | JPME |
|---|---|---|
| LPL Financial LLC | $44.3M | $32.5M |
| Morgan Stanley | $16.3M | $58.5M |
| Bank of America Corp. | $44.7M | $4.4M |
| Raymond James Financial Inc. | $20.0M | $9.2M |
| Jones Financial Companies LLLP | $4.0M | $19.9M |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $15.5M |
| Ameriprise Financial Inc. | $19.0M | $1.1M |
| Northwestern Mutual Wealth Management Co | $12.6M | $1.8M |
| Royal Bank of Canada | $5.4M | $5.3M |
| Osaic Holdings, Inc. | $4.8M | $4.0M |
| Sanctuary Advisors, LLC | $1.7M | $6.9M |
| Cetera Investment Advisers | $6.5M | $928K |
| Commonwealth Equity Services, LLC | $2.0M | $2.5M |
| Stifel Financial Corp. | $295K | $4.0M |
| Citadel Advisors LLC | $1.3M | $2.1M |
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: XMVM institutional holders, JPME institutional holders.
Frequently asked questions
How much do XMVM and JPME overlap?
9.9% by weight, with 33 holdings in common, using holdings for XMVM as of July 31, 2026 and JPME as of July 31, 2026. The largest shared position is DINO.
Do institutions hold both XMVM and JPME?
36 Form 13F filers report positions in both, out of 173 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%.