JPIE vs DFSD overlap
JPIE and DFSD overlap 0.0% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPIE: May 31, 2026, DFSD: July 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 | JPIE | DFSD | Overlap |
|---|---|---|---|
| Aercap Ireland | 0.01% | 0.03% | 0.01% |
| BPCE SA | 0.01% | 0.04% | 0.01% |
| Columbia Pipe HC | 0.00% | 0.10% | 0.00% |
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: JPIE, SEC Form N-PORT, May 31, 2026; DFSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JPIE | DFSD |
|---|---|---|
| Savant Capital, LLC | $286.2M | $174.5M |
| JPMorgan Chase & Co | $381.4M | $2.4M |
| Focus Partners Wealth | $8.4M | $346.4M |
| Morgan Stanley | $336.6M | $263K |
| Focus Partners Advisor Solutions, LLC | $4.3M | $302.7M |
| Wells Fargo & Company | $289.4M | $125K |
| Envestnet Asset Management Inc. | $121.3M | $128.1M |
| Bank of America Corp. | $190.3M | $40.5M |
| OneDigital Investment Advisors LLC | $236K | $185.3M |
| Vise Technologies, Inc. | $758K | $166.7M |
| Waverly Advisors, LLC | $122.9M | $13.2M |
| LPL Financial LLC | $95.4M | $21.7M |
| HighTower Advisors, LLC | $18.5M | $95.3M |
| Raymond James Financial Inc. | $92.7M | $13.9M |
| Royal Bank of Canada | $87.2M | $16.4M |
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: JPIE institutional holders, DFSD institutional holders.
Frequently asked questions
How much do JPIE and DFSD overlap?
0.0% by weight, with 3 holdings in common, using holdings for JPIE as of May 31, 2026 and DFSD as of July 31, 2026. The largest shared position is AERCAP IRELAND.
Do institutions hold both JPIE and DFSD?
122 Form 13F filers report positions in both, out of 807 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%.