{
  "page": "compare",
  "query": {
    "a": "JSIIX",
    "b": "JBSSX"
  },
  "retrieved_at": "2026-07-07T19:22:43+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 Income Fund",
    "ticker": "JSIIX",
    "slug": "JSIIX",
    "series_id": "S000011871",
    "html_url": "https://fundwatcher.app/funds/JSIIX/"
  },
  "fund_b": {
    "name": "JPMorgan SmartRetirement Blend 2025 Fund",
    "ticker": "JBSSX",
    "slug": "JBSSX",
    "series_id": "S000037365",
    "html_url": "https://fundwatcher.app/funds/JBSSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2988870083608147491895070793",
    "coverage_b_by_a": "0.2988870083608147491895070793",
    "shared_count": 8,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMorgan Core Bond R6",
        "value": "593243813.27",
        "weight": "0.32908047",
        "shared": false
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "197613010.38",
        "weight": "0.10961864",
        "shared": true
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "163744266.15",
        "weight": "0.09083119",
        "shared": false
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "161963066.18",
        "weight": "0.08984313",
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      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "130334576.59",
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      },
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
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      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "93715640.12",
        "weight": "0.05198535",
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      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "70973945.30",
        "weight": "0.03937022",
        "shared": false
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "53455920.44",
        "weight": "0.02965273",
        "shared": false
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "51898713.45",
        "weight": "0.02878893",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "49236678.11",
        "weight": "0.02731226",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "32747192.37",
        "weight": "0.01816532",
        "shared": true
      },
      {
        "name": "JPMorgan ActiveBuilders Emerging Markets Equity ETF",
        "value": "31731432.04",
        "weight": "0.01760186",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "18898084.57",
        "weight": "0.01048303",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "13537485.08",
        "weight": "0.00750943",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "12693100.27",
        "weight": "0.00704104",
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      },
      {
        "name": "JPMorgan Realty Income ETF",
        "value": "10722830.69",
        "weight": "0.00594810",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "6861346.14",
        "weight": "0.00380608",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Growth Fund, Class R6",
        "value": "6808044.88",
        "weight": "0.00377652",
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      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "3521966.14",
        "weight": "0.00195368",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Equity Index Fund, Class R6",
        "value": "413152754.11",
        "weight": "0.22229090",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders International Equity ETF",
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      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "187944601.37",
        "weight": "0.10112089",
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      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "129308268.92",
        "weight": "0.06957245",
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      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "84741343.64",
        "weight": "0.04559386",
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      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "54371300.94",
        "weight": "0.02925370",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "47214856.37",
        "weight": "0.02540327",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders Emerging Markets Equity ETF",
        "value": "34971570.25",
        "weight": "0.01881595",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "34683339.46",
        "weight": "0.01866087",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "32428258.91",
        "weight": "0.01744756",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders U.S. Small Cap Equity ETF",
        "value": "30471222.76",
        "weight": "0.01639460",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "19672734.42",
        "weight": "0.01058463",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "16873505.90",
        "weight": "0.00907855",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "16370832.07",
        "weight": "0.00880809",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "15578427.69",
        "weight": "0.00838175",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "13358026.24",
        "weight": "0.00718709",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "12956456.22",
        "weight": "0.00697103",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "10045110.77",
        "weight": "0.00540463",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "8564402.44",
        "weight": "0.00460795",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8247044.49",
        "weight": "0.00443720",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "7291246.09",
        "weight": "0.00392295",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7087727.36",
        "weight": "0.00381345",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "6646535.20",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4705157.81",
        "weight": "0.00253154",
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      },
      {
        "name": "U.S. Treasury STRIPS Coupon",
        "value": "4556798.18",
        "weight": "0.00245172",
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      },
      {
        "name": "U.S. Treasury STRIPS Coupon",
        "value": "4419049.64",
        "weight": "0.00237761",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4269111.30",
        "weight": "0.00229693",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4155781.24",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "U.S. Treasury STRIPS Coupon",
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      {
        "name": "US TREASURY N/B",
        "value": "2913009.77",
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      {
        "name": "FNMA, Other",
        "value": "2522203.60",
        "weight": "0.00135704",
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      },
      {
        "name": "Progress Residential Trust, Series 2025-SFR5, Class B",
        "value": "2473378.79",
        "weight": "0.00133077",
        "shared": false
      },
      {
        "name": "PG&E RECOV FND",
        "value": "2390172.11",
        "weight": "0.00128600",
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      },
      {
        "name": "FNMA, REMIC, Series 2018-75, Class UZ",
        "value": "2315412.37",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2193819.52",
        "weight": "0.00118035",
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      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "2138123.07",
        "weight": "0.00115039",
        "shared": false
      },
      {
        "name": "FNMA ACES, Series 2024-M2, Class A2",
        "value": "2109713.74",
        "weight": "0.00113510",
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      },
      {
        "name": "Progress Residential Trust, Series 2025-SFR5, Class A",
        "value": "2102663.04",
        "weight": "0.00113131",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2023247.53",
        "weight": "0.00108858",
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      {
        "name": "NRMLT 2024-RTL2 A1",
        "value": "1980368.50",
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      {
        "name": "US TREASURY N/B",
        "value": "1958749.29",
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      },
      {
        "name": "FNMA, Other",
        "value": "1909755.47",
        "weight": "0.00102752",
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      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "1887457.07",
        "weight": "0.00101552",
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      },
      {
        "name": "U.S. Treasury STRIPS Coupon",
        "value": "1842480.32",
        "weight": "0.00099132",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "1834221.52",
        "weight": "0.00098688",
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      },
      {
        "name": "HSBC HOLDINGS",
        "value": "1817140.02",
        "weight": "0.00097769",
        "shared": false
      },
      {
        "name": "SEASONED LOANS STRUCTURED TRANSACTION TRUST SERIES 2025-1 SER 2025-1 CL A1 3.00000000",
        "value": "1752193.15",
        "weight": "0.00094274",
        "shared": false
      },
      {
        "name": "GNMA II, 30 Year",
        "value": "1748514.74",
        "weight": "0.00094076",
        "shared": false
      },
      {
        "name": "FHLMC UMBS, 30 Year",
        "value": "1698826.63",
        "weight": "0.00091403",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012796",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012796/0002071691-26-012796-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012794",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012794/0002071691-26-012794-index.htm"
    }
  ]
}