{
  "page": "compare",
  "query": {
    "a": "JSAAX",
    "b": "ONGFX"
  },
  "retrieved_at": "2026-07-07T16:21:04+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 Investor Growth & Income Fund",
    "ticker": "ONGFX",
    "slug": "ONGFX",
    "series_id": "S000003902",
    "html_url": "https://fundwatcher.app/funds/ONGFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4808255583632675888706809842",
    "coverage_b_by_a": "0.4808255583632675888706809842",
    "shared_count": 15,
    "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": true
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "295558056.29",
        "weight": "0.11078990",
        "shared": true
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "295313541.55",
        "weight": "0.11069824",
        "shared": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "173425332.67",
        "weight": "0.06500846",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "98170025.04",
        "weight": "0.03679902",
        "shared": false
      },
      {
        "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": true
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "21638337.90",
        "weight": "0.00811113",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "13462405.11",
        "weight": "0.00504638",
        "shared": true
      },
      {
        "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": false
      },
      {
        "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": false
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Core Bond R6",
        "value": "844541063.40",
        "weight": "0.16595814",
        "shared": true
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "501512318.81",
        "weight": "0.09855062",
        "shared": true
      },
      {
        "name": "JPMorgan Large Cap Growth Fund, Class R6",
        "value": "466557030.41",
        "weight": "0.09168167",
        "shared": false
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "396522841.68",
        "weight": "0.07791947",
        "shared": true
      },
      {
        "name": "JPMorgan Large Cap Value Fund, Class R6",
        "value": "360751096.88",
        "weight": "0.07089008",
        "shared": false
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "328508959.32",
        "weight": "0.06455427",
        "shared": true
      },
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
        "value": "289156839.44",
        "weight": "0.05682131",
        "shared": true
      },
      {
        "name": "JPMorgan Income Fund, Class R6",
        "value": "220089707.42",
        "weight": "0.04324914",
        "shared": false
      },
      {
        "name": "JPMorgan Small & Mid Cap Enhanced Equity ETF",
        "value": "193355503.88",
        "weight": "0.03799569",
        "shared": false
      },
      {
        "name": "JPMorgan Value Advantage Fund, Class R6",
        "value": "179492312.39",
        "weight": "0.03527148",
        "shared": true
      },
      {
        "name": "JPMorgan U.S. GARP Equity Fund, Class R6",
        "value": "175496135.10",
        "weight": "0.03448620",
        "shared": false
      },
      {
        "name": "JPMorgan Equity Income Fund, Class R6",
        "value": "175431684.18",
        "weight": "0.03447353",
        "shared": false
      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "145185804.76",
        "weight": "0.02853001",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "139594171.02",
        "weight": "0.02743122",
        "shared": true
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "100861692.82",
        "weight": "0.01982002",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "85669699.59",
        "weight": "0.01683469",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "84452842.19",
        "weight": "0.01659557",
        "shared": true
      },
      {
        "name": "JPMorgan Mid Cap Growth Fund, Class R6",
        "value": "74292143.07",
        "weight": "0.01459892",
        "shared": false
      },
      {
        "name": "JPMorgan Europe Dynamic Fund, Class R6",
        "value": "70074903.40",
        "weight": "0.01377020",
        "shared": false
      },
      {
        "name": "JPMorgan International Focus Fund, Class R6",
        "value": "68759643.10",
        "weight": "0.01351174",
        "shared": false
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "51973465.96",
        "weight": "0.01021314",
        "shared": true
      },
      {
        "name": "JPMorgan Short Duration Core Plus Fund, Class R6",
        "value": "50313953.70",
        "weight": "0.00988704",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "34460411.63",
        "weight": "0.00677171",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "26070498.07",
        "weight": "0.00512303",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "25315325.46",
        "weight": "0.00497464",
        "shared": true
      },
      {
        "name": "JPMorgan Limited Duration Bond ETF",
        "value": "440118.27",
        "weight": "0.00008649",
        "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": "0002071691-26-012793",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/763852/000207169126012793/0002071691-26-012793-index.htm"
    }
  ]
}