{
  "page": "compare",
  "query": {
    "a": "JPSRX",
    "b": "JSMAX"
  },
  "retrieved_at": "2026-07-07T18:25:30+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 2035 Fund",
    "ticker": "JPSRX",
    "slug": "JPSRX",
    "series_id": "S000037367",
    "html_url": "https://fundwatcher.app/funds/JPSRX/"
  },
  "fund_b": {
    "name": "JPMorgan SmartRetirement 2030 Fund",
    "ticker": "JSMAX",
    "slug": "JSMAX",
    "series_id": "S000011875",
    "html_url": "https://fundwatcher.app/funds/JSMAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2112959670726372416722972564",
    "coverage_b_by_a": "0.2112959670726372416722972564",
    "shared_count": 8,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMorgan Equity Index Fund, Class R6",
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        "weight": "0.36045736",
        "shared": false
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "737028511.67",
        "weight": "0.20910512",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders International Equity ETF",
        "value": "581685101.44",
        "weight": "0.16503206",
        "shared": false
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "147857926.83",
        "weight": "0.04194933",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "130081592.64",
        "weight": "0.03690594",
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      },
      {
        "name": "JPMorgan BetaBuilders Emerging Markets Equity ETF",
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        "weight": "0.03013027",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "105331115.29",
        "weight": "0.02988389",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders U.S. Small Cap Equity ETF",
        "value": "64431485.31",
        "weight": "0.01828010",
        "shared": false
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "52883284.94",
        "weight": "0.01500371",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "46915180.27",
        "weight": "0.01331048",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "33604512.52",
        "weight": "0.00953406",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "7422225.29",
        "weight": "0.00210579",
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      },
      {
        "name": "US TREASURY N/B",
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        "weight": "0.00161724",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5527806.00",
        "weight": "0.00156831",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "4878960.91",
        "weight": "0.00138423",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4865798.44",
        "weight": "0.00138049",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4270371.41",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3963287.10",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3540141.28",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3470041.39",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "US TREASURY N/B",
        "value": "3121875.00",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2327725.79",
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      },
      {
        "name": "United States Treasury Strip Coupon",
        "value": "2176456.37",
        "weight": "0.00061749",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2047197.26",
        "weight": "0.00058082",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2043607.03",
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      {
        "name": "US TREASURY N/B",
        "value": "1949334.45",
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      {
        "name": "US TREASURY N/B",
        "value": "1837216.79",
        "weight": "0.00052124",
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      },
      {
        "name": "U.S. Treasury STRIPS Coupon",
        "value": "1490391.68",
        "weight": "0.00042284",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "1356048.55",
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      },
      {
        "name": "U.S. Treasury STRIPS 0.000%, Due 02/15/2037",
        "value": "1225169.13",
        "weight": "0.00034760",
        "shared": false
      },
      {
        "name": "U.S. Treasury STRIPS Coupon",
        "value": "1215741.65",
        "weight": "0.00034492",
        "shared": false
      },
      {
        "name": "FNMA, Other",
        "value": "1158801.77",
        "weight": "0.00032877",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1110893.56",
        "weight": "0.00031518",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1107549.62",
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      {
        "name": "US TREASURY N/B",
        "value": "1069707.42",
        "weight": "0.00030349",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1037237.50",
        "weight": "0.00029428",
        "shared": false
      },
      {
        "name": "PG&E RECOV FND",
        "value": "1020853.80",
        "weight": "0.00028963",
        "shared": false
      },
      {
        "name": "U.S. Treasury STRIPS Coupon",
        "value": "996512.18",
        "weight": "0.00028272",
        "shared": false
      },
      {
        "name": "FNMA, Other",
        "value": "979988.51",
        "weight": "0.00027804",
        "shared": false
      },
      {
        "name": "Progress Residential Trust, Series 2025-SFR5, Class B",
        "value": "951299.53",
        "weight": "0.00026990",
        "shared": false
      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "880188.91",
        "weight": "0.00024972",
        "shared": false
      },
      {
        "name": "FNMA, REMIC, Series 2018-75, Class UZ",
        "value": "873160.02",
        "weight": "0.00024773",
        "shared": false
      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "867270.80",
        "weight": "0.00024606",
        "shared": false
      },
      {
        "name": "NRMLT 2024-RTL2 A1",
        "value": "844421.09",
        "weight": "0.00023957",
        "shared": false
      },
      {
        "name": "FNMA, Other",
        "value": "836727.74",
        "weight": "0.00023739",
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      },
      {
        "name": "FNMA ACES, Series 2024-M2, Class A2",
        "value": "833408.36",
        "weight": "0.00023645",
        "shared": false
      },
      {
        "name": "FNMA, Other",
        "value": "824031.08",
        "weight": "0.00023379",
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      },
      {
        "name": "GreatAmerica Leasing Receivables Funding LLC, Series 2024-1, Class A4",
        "value": "795251.00",
        "weight": "0.00022562",
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      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Core Bond R6",
        "value": "955537086.22",
        "weight": "0.27716432",
        "shared": false
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "437139233.21",
        "weight": "0.12679717",
        "shared": false
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "432387745.80",
        "weight": "0.12541895",
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      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "318561011.44",
        "weight": "0.09240222",
        "shared": true
      },
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
        "value": "264429925.90",
        "weight": "0.07670088",
        "shared": false
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "192904928.14",
        "weight": "0.05595425",
        "shared": true
      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "189224452.81",
        "weight": "0.05488669",
        "shared": false
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "142737133.98",
        "weight": "0.04140252",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "130865613.76",
        "weight": "0.03795905",
        "shared": true
      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "71901098.12",
        "weight": "0.02085573",
        "shared": false
      },
      {
        "name": "JPMorgan ActiveBuilders Emerging Markets Equity ETF",
        "value": "51418023.14",
        "weight": "0.01491438",
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      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "50272873.55",
        "weight": "0.01458221",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "45996704.71",
        "weight": "0.01334186",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "42778624.77",
        "weight": "0.01240842",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "35987700.32",
        "weight": "0.01043864",
        "shared": false
      },
      {
        "name": "JPMorgan Realty Income ETF",
        "value": "28262516.15",
        "weight": "0.00819786",
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      },
      {
        "name": "JPMorgan Small Cap Growth Fund, Class R6",
        "value": "18045659.08",
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      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "17842140.89",
        "weight": "0.00517531",
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      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "9381543.29",
        "weight": "0.00272122",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "9140847.46",
        "weight": "0.00265141",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2732406.10",
        "weight": "0.00079257",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012735",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012735/0002071691-26-012735-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012790",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012790/0002071691-26-012790-index.htm"
    }
  ]
}