JMST vs CWB overlap
JMST and CWB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: JMST, SEC Form N-PORT, May 31, 2026; CWB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JMST | CWB |
|---|---|---|
| Bank of America Corp. | $235.5M | $279.0M |
| LPL Financial LLC | $157.1M | $175.6M |
| Northwestern Mutual Wealth Management Co | $195.5M | $132.8M |
| Wells Fargo & Company | $80.4M | $164.3M |
| Envestnet Asset Management Inc. | $14.5M | $216.2M |
| HB Wealth Management, LLC | $166.7M | $1.1M |
| Morgan Stanley | $2.6M | $161.4M |
| Cetera Investment Advisers | $22.8M | $137.4M |
| Bessemer Group Inc. | $70K | $131.1M |
| UBS Group AG | $55.1M | $52.8M |
| Raymond James Financial Inc. | $49.0M | $38.2M |
| Bank of New York Mellon Corp | $79.7M | $6.0M |
| PNC Financial Services Group, Inc. | $5.9M | $79.4M |
| Cambridge Investment Research Advisors, Inc. | $23.6M | $61.5M |
| Assetmark, Inc. | $2.7M | $80.1M |
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: JMST institutional holders, CWB institutional holders.
Frequently asked questions
How much do JMST and CWB overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMST as of May 31, 2026 and CWB as of June 30, 2026.
Do institutions hold both JMST and CWB?
161 Form 13F filers report positions in both, out of 964 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%.