{
  "page": "compare",
  "query": {
    "a": "JSAAX",
    "b": "JOBEX"
  },
  "retrieved_at": "2026-07-07T18:19:24+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 2045 Fund",
    "ticker": "JSAAX",
    "slug": "JSAAX",
    "series_id": "S000018067",
    "html_url": "https://fundwatcher.app/funds/JSAAX/"
  },
  "fund_b": {
    "name": "JPMorgan SmartRetirement Blend 2040 Fund",
    "ticker": "JOBEX",
    "slug": "JOBEX",
    "series_id": "S000037368",
    "html_url": "https://fundwatcher.app/funds/JOBEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2223832290663811279648772731",
    "coverage_b_by_a": "0.2223832290663811279648772730",
    "shared_count": 9,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
        "value": "325058584.06",
        "weight": "0.12184817",
        "shared": false
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "295558056.29",
        "weight": "0.11078990",
        "shared": false
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "295313541.55",
        "weight": "0.11069824",
        "shared": false
      },
      {
        "name": "JPMorgan Growth Advantage Fund, Class R6",
        "value": "283316325.99",
        "weight": "0.10620109",
        "shared": false
      },
      {
        "name": "JPMorgan Value Advantage Fund, Class R6",
        "value": "282038300.00",
        "weight": "0.10572202",
        "shared": false
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "233679437.89",
        "weight": "0.08759471",
        "shared": true
      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "229452507.72",
        "weight": "0.08601024",
        "shared": false
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "173425332.67",
        "weight": "0.06500846",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "98170025.04",
        "weight": "0.03679902",
        "shared": true
      },
      {
        "name": "JPMorgan ActiveBuilders Emerging Markets Equity ETF",
        "value": "80627613.11",
        "weight": "0.03022325",
        "shared": false
      },
      {
        "name": "JPMorgan Core Bond R6",
        "value": "77836397.95",
        "weight": "0.02917696",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "60800665.99",
        "weight": "0.02279112",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "56169235.81",
        "weight": "0.02105503",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "40937921.69",
        "weight": "0.01534557",
        "shared": true
      },
      {
        "name": "JPMorgan Realty Income ETF",
        "value": "34587278.33",
        "weight": "0.01296504",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "26638453.35",
        "weight": "0.00998542",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "21638337.90",
        "weight": "0.00811113",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "13462405.11",
        "weight": "0.00504638",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Growth Fund, Class R6",
        "value": "13358466.31",
        "weight": "0.00500742",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "11476580.15",
        "weight": "0.00430199",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "11165879.69",
        "weight": "0.00418553",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "3023301.02",
        "weight": "0.00113328",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Equity Index Fund, Class R6",
        "value": "1363595015.60",
        "weight": "0.41573700",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders International Equity ETF",
        "value": "625318510.88",
        "weight": "0.19064901",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012746",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012746/0002071691-26-012746-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}