etf overlap tool · little overlap
JEPI vs ARKK overlap
9.2% of JEPI and ARKK is the same money, spread over 8 companies both funds hold.
Holdings as of September 25, 2026 · source: J.P. Morgan (JEPI), ARK Invest (ARKK) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold JEPI and ARKK with other funds or stocks? The free portfolio optimizer opens JEPI and ARKK beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
The companies you would own twice
PLTRPALANTIR TECHNOLOGIES0.33%2.69%What only one of them gives you
COINCOINBASE GLOBAL INC -CLASS A4.57%Where each fund puts its money
JEPI and ARKK: what people ask
How much do JEPI and ARKK overlap?
9.2% by weight, as of September 25, 2026: little overlap. 8 companies appear in both funds; they make up 9.8% of JEPI and 24% of ARKK.
Which stocks do JEPI and ARKK both hold?
The largest shared positions are AMZN, META, NVDA, AVGO and AMD. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both JEPI and ARKK?
Out of every $100 split evenly between them, about $9 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 111 names only in JEPI, 37 only in ARKK. Half in each behaves like 71 equally weighted stocks, against 75 for JEPI alone and 27 for ARKK alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files J.P. Morgan and ARK Invest publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.