JEPI vs CSPX overlap

39% by weight, as of September 24, 2026: moderate overlap. 116 companies appear in both funds; they make up 84% of JEPI and 65% of CSPX.

The largest shared positions are META, MSFT, AAPL, NVDA and AMZN. Ranked by the smaller of the two weights, which is the part you would own twice.

Out of every $100 split evenly between them, about $39 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 3 names only in JEPI, 388 only in CSPX. Half in each behaves like 70 equally weighted stocks, against 75 for JEPI alone and 44 for CSPX alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

CSPX is iShares Core S&P 500 UCITS ETF (ISIN IE00B5BMR087), an Irish-domiciled UCITS fund on the S&P 500 index. Next to JEPI, 39% of the money is the same, spread over 116 companies both hold, as of September 24, 2026.

Yes. CSPX also trades as CSP1 (London, GBP), SXR8 (Xetra, EUR) and CSSPX (Borsa Italiana, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so JEPI vs SXR8 also overlaps 39%.

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 iShares 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.