etf overlap tool · moderate overlap
JEPQ vs SSAC overlap
80% of JEPQ's money sits in companies SSAC also holds; 34% of the two funds is the same money, spread over 90 companies both hold.
Holdings as of October 16, 2026 · source: J.P. Morgan (JEPQ), iShares (SSAC) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold JEPQ and SSAC with other funds or stocks? The free portfolio optimizer opens JEPQ and SSAC 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
What only one of them gives you
Where each fund puts its money
JEPQ and SSAC: what people ask
How much do JEPQ and SSAC overlap?
34% by weight, as of October 16, 2026: moderate overlap. 90 companies appear in both funds; they make up 80% of JEPQ and 35% of SSAC.
Which stocks do JEPQ and SSAC both hold?
The largest shared positions are AAPL, NVDA, MSFT, AMZN and GOOG. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both JEPQ and SSAC?
Out of every $100 split evenly between them, about $34 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 4 names only in JEPQ, 1,550 only in SSAC. Half in each behaves like 51 equally weighted stocks, against 27 for JEPQ alone and 102 for SSAC alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
What is SSAC, next to JEPQ?
SSAC is iShares MSCI ACWI UCITS ETF (ISIN IE00B6R52259), an Irish-domiciled UCITS fund on the MSCI All Country World (ACWI) index. Next to JEPQ, 34% of the money is the same, spread over 90 companies both hold, as of October 16, 2026.
Does the JEPQ vs SSAC overlap apply to other tickers?
Yes. SSAC also trades as ISAC (London, USD; Borsa Italiana, EUR) and IUSQ (Xetra, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so JEPQ vs IUSQ also overlaps 34%.
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 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.
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.