{
  "page": "compare",
  "query": {
    "a": "JOBEX",
    "b": "JSBSX"
  },
  "retrieved_at": "2026-07-07T16:21:25+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "JPMorgan SmartRetirement Blend 2040 Fund",
    "ticker": "JOBEX",
    "slug": "JOBEX",
    "series_id": "S000037368",
    "html_url": "https://fundwatcher.app/funds/JOBEX/"
  },
  "fund_b": {
    "name": "JPMorgan SmartRetirement Blend 2065 Fund",
    "ticker": "JSBSX",
    "slug": "JSBSX",
    "series_id": "S000077903",
    "html_url": "https://fundwatcher.app/funds/JSBSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8562651169266981579256412183",
    "coverage_b_by_a": "0.8562651169266981579256412181",
    "shared_count": 14,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMorgan Equity Index Fund, Class R6",
        "value": "1363595015.60",
        "weight": "0.41573700",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders International Equity ETF",
        "value": "625318510.88",
        "weight": "0.19064901",
        "shared": true
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "457982947.48",
        "weight": "0.13963124",
        "shared": true
      },
      {
        "name": "JPMorgan Core Bond R6",
        "value": "152637305.82",
        "weight": "0.04653653",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "145595497.28",
        "weight": "0.04438960",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders Emerging Markets Equity ETF",
        "value": "114489094.25",
        "weight": "0.03490578",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "113552923.93",
        "weight": "0.03462036",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "98747500.68",
        "weight": "0.03010644",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders U.S. Small Cap Equity ETF",
        "value": "73846863.36",
        "weight": "0.02251466",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "55798227.56",
        "weight": "0.01701193",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "51236540.67",
        "weight": "0.01562115",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "21683346.04",
        "weight": "0.00661088",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5143824.70",
        "weight": "0.00156826",
        "shared": true
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "318645.52",
        "weight": "0.00009715",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Equity Index Fund, Class R6",
        "value": "69201472.66",
        "weight": "0.48429179",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders International Equity ETF",
        "value": "32608302.72",
        "weight": "0.22820227",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "7959136.97",
        "weight": "0.05570033",
        "shared": true
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "6728986.61",
        "weight": "0.04709138",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders Emerging Markets Equity ETF",
        "value": "6046435.75",
        "weight": "0.04231469",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "5655537.13",
        "weight": "0.03957907",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders U.S. Small Cap Equity ETF",
        "value": "3923818.59",
        "weight": "0.02746001",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "3144537.88",
        "weight": "0.02200638",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "2665923.40",
        "weight": "0.01865690",
        "shared": true
      },
      {
        "name": "JPMorgan Core Bond R6",
        "value": "2242625.67",
        "weight": "0.01569454",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "1996186.31",
        "weight": "0.01396989",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "363117.11",
        "weight": "0.00254120",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "342745.77",
        "weight": "0.00239863",
        "shared": true
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "13276.48",
        "weight": "0.00009291",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012782",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012782/0002071691-26-012782-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012752",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1659326/000207169126012752/0002071691-26-012752-index.htm"
    }
  ]
}