{
  "page": "compare",
  "query": {
    "a": "JSMIX",
    "b": "JRBEX"
  },
  "retrieved_at": "2026-07-07T16:19:45+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 2030 Fund",
    "ticker": "JSMIX",
    "slug": "JSMIX",
    "series_id": "S000011875",
    "html_url": "https://fundwatcher.app/funds/JSMIX/"
  },
  "fund_b": {
    "name": "JPMorgan SmartRetirement Blend 2030 Fund",
    "ticker": "JRBEX",
    "slug": "JRBEX",
    "series_id": "S000037366",
    "html_url": "https://fundwatcher.app/funds/JRBEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2408928009471643515384001821",
    "coverage_b_by_a": "0.2408928009471643515384001821",
    "shared_count": 9,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_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",
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      },
      {
        "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",
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      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "142737133.98",
        "weight": "0.04140252",
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      },
      {
        "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",
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      },
      {
        "name": "JPMorgan ActiveBuilders Emerging Markets Equity ETF",
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        "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",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Growth Fund, Class R6",
        "value": "18045659.08",
        "weight": "0.00523435",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "17842140.89",
        "weight": "0.00517531",
        "shared": false
      },
      {
        "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
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Equity Index Fund, Class R6",
        "value": "895188964.30",
        "weight": "0.29244735",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders International Equity ETF",
        "value": "408846970.24",
        "weight": "0.13356534",
        "shared": false
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "282326339.63",
        "weight": "0.09223258",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "171086528.05",
        "weight": "0.05589189",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "86091958.53",
        "weight": "0.02812520",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders Emerging Markets Equity ETF",
        "value": "74747756.00",
        "weight": "0.02441918",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "74135944.90",
        "weight": "0.02421931",
        "shared": true
      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "63725265.16",
        "weight": "0.02081827",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "48902435.50",
        "weight": "0.01597583",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders U.S. Small Cap Equity ETF",
        "value": "42056891.66",
        "weight": "0.01373948",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "40774204.63",
        "weight": "0.01332044",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "33030465.58",
        "weight": "0.01079065",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "28337321.25",
        "weight": "0.00925746",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "23792967.83",
        "weight": "0.00777287",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "18804856.59",
        "weight": "0.00614332",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "16101580.12",
        "weight": "0.00526019",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "14692629.53",
        "weight": "0.00479990",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "14283302.46",
        "weight": "0.00466618",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "13478462.14",
        "weight": "0.00440325",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "13345877.27",
        "weight": "0.00435994",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9069193.30",
        "weight": "0.00296280",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8432073.26",
        "weight": "0.00275466",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8268394.88",
        "weight": "0.00270118",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7308481.19",
        "weight": "0.00238759",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "6798032.87",
        "weight": "0.00222083",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5634281.22",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5517149.40",
        "weight": "0.00180239",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5394511.71",
        "weight": "0.00176232",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5353706.06",
        "weight": "0.00174899",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5110620.41",
        "weight": "0.00166958",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5089020.47",
        "weight": "0.00166252",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4767303.13",
        "weight": "0.00155742",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4223994.89",
        "weight": "0.00137993",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "3891244.25",
        "weight": "0.00127122",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "3669431.25",
        "weight": "0.00119876",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "3554603.84",
        "weight": "0.00116125",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3521688.58",
        "weight": "0.00115049",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3495917.95",
        "weight": "0.00114207",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3317902.74",
        "weight": "0.00108392",
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      },
      {
        "name": "FNMA, Other",
        "value": "3216996.55",
        "weight": "0.00105095",
        "shared": false
      },
      {
        "name": "Progress Residential Trust, Series 2025-SFR5, Class B",
        "value": "3205879.43",
        "weight": "0.00104732",
        "shared": false
      },
      {
        "name": "FNMA ACES, Series 2024-M2, Class A2",
        "value": "2785965.10",
        "weight": "0.00091014",
        "shared": false
      },
      {
        "name": "Progress Residential Trust, Series 2025-SFR5, Class A",
        "value": "2771692.19",
        "weight": "0.00090548",
        "shared": false
      },
      {
        "name": "PG&E RECOV FND",
        "value": "2709188.92",
        "weight": "0.00088506",
        "shared": false
      },
      {
        "name": "FNMA, Other",
        "value": "2694825.89",
        "weight": "0.00088037",
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      },
      {
        "name": "FNMA, REMIC, Series 2018-75, Class UZ",
        "value": "2579112.12",
        "weight": "0.00084256",
        "shared": false
      },
      {
        "name": "FNMA, Other",
        "value": "2530134.84",
        "weight": "0.00082656",
        "shared": false
      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "2420793.52",
        "weight": "0.00079084",
        "shared": false
      },
      {
        "name": "Credit Acceptance Auto Loan Trust, Series 2024-2A, Class C",
        "value": "2393734.94",
        "weight": "0.00078200",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "2327181.25",
        "weight": "0.00076026",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "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"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012762",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012762/0002071691-26-012762-index.htm"
    }
  ]
}