BBJP vs URA overlap - what they share and where they differ

BBJP and URA share 3.1% of their weight across 2 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

BBJP and URA

3.1%

2 shared positions

BBJP

JPMorgan BetaBuilders Japan ETF

Reported positions cover 99% of the fund, 155 positions · Jul 31, 2026

Top 10: 32.3%·Holdings of BBJP

URA

Global X Uranium ETF

Reported positions cover 99% of the fund, 57 positions · Jul 31, 2026

Top 10: 63.0%·Holdings of URA

Reported positions cover BBJP 99%, URA 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

URA vs BBJP side by side

BBJPJPMorgan BetaBuilders Japan ETF

155

stock positions reported to the SEC

96.4% of its weight is in 153 names URA does not hold

URAGlobal X Uranium ETF

57

stock positions reported to the SEC

95.3% of its weight is in 55 names BBJP does not hold

Where each fund's weight sits

BBJP
URA
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
0.0%
54.6%
Financial Services
14.0%
7.6%
Consumer Cyclical
7.3%
0.0%
Utilities
0.0%
6.8%
Real Estate
0.0%
4.4%
Technology
2.7%
0.0%

The widest gap is Basic Materials: URA has 54.6 points more of it.

The figures side by side

BBJPURA
Filing dateJul 31, 2026Jul 31, 2026
Stock positions reported15557
Weight of the ten largest32.3%63.0%
Largest positionMUFG 6.7%CCJ 22.2%
Held alone153 positions, 96.4%55 positions, 95.3%
Covered by stock positions99%99%

Holdings they share

StockIn BBJPIn URACounted
ITOCHU CORPORATIONITOCHU Corp.1.62%2.11%1.62%
MITSUBISHI HEAVY INDUSTRIES LTDMitsubishi Heavy Industries Ltd.1.44%2.04%1.44%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in BBJP

MUFGMitsubishi Corp.6.67%
TMToyota Motor Corp.3.99%
NODKNissan Motor Co. Ltd.3.55%
SUMITOMO MITSUI FINANCIAL GROUP, INC.3.02%
HITACHI LTDHitachi Ltd.2.72%
TOKYO ELECTRON LIMITEDTokyo Electron Ltd.2.72%
ADVANTEST CORPAdvantest Corp.2.64%
SONYSony Group Corp.2.56%
MFGMizuho Financial Group, Inc.2.35%
SOFTBANK GROUP CORPSoftBank Group Corp.2.09%

Only in URA

CCJCAMECO CORPORATION22.18%
SIISprott Physical Uranium Trust6.74%
OKLOOklo Inc6.09%
NXENEXGEN ENERGY LTD.6.07%
UECURANIUM ENERGY CORP.4.81%
JYNTJoint stock company National atomic company Kazatomprom4.40%
LEUCENTRUS ENERGY CORP.3.46%
PALADIN ENERGY LTD3.14%
SMRNuscale Power Corp3.04%
UUUUENERGY FUELS INCORPORATED3.03%

Questions people ask

Is BBJP the same as URA?

3.1% of their weight sits in the same 2 holdings. BBJP also reports MUFG, TM, NODK, which the other does not. URA also reports CCJ, SII, OKLO, which the other does not.

How is the overlap between BBJP and URA measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of BBJP and 99% of URA, so the number cannot exceed the smaller coverage.

Which holds more, URA or BBJP?

BBJP reports 155 stock positions and URA reports 57. 96.4% of BBJP's weight sits in names URA does not hold, and 95.3% of URA's weight in names BBJP does not hold. The ten largest positions are 32.3% of BBJP and 63.0% of URA.

How do BBJP and URA differ by sector?

The widest gap is Basic Materials: URA has 54.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

BBJP against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.