{
  "page": "compare",
  "query": {
    "a": "JSMMX",
    "b": "OIBFX"
  },
  "retrieved_at": "2026-07-07T18:43:01+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 2065 Fund",
    "ticker": "JSMMX",
    "slug": "JSMMX",
    "series_id": "S000077902",
    "html_url": "https://fundwatcher.app/funds/JSMMX/"
  },
  "fund_b": {
    "name": "JPMorgan Investor Balanced Fund",
    "ticker": "OIBFX",
    "slug": "OIBFX",
    "series_id": "S000003903",
    "html_url": "https://fundwatcher.app/funds/OIBFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3780696464096295611388462163",
    "coverage_b_by_a": "0.3780696464096295611388462162",
    "shared_count": 15,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
        "value": "18477606.14",
        "weight": "0.12905685",
        "shared": true
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "16998536.71",
        "weight": "0.11872629",
        "shared": true
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "16822387.09",
        "weight": "0.11749597",
        "shared": true
      },
      {
        "name": "JPMorgan Value Advantage Fund, Class R6",
        "value": "16267160.43",
        "weight": "0.11361799",
        "shared": true
      },
      {
        "name": "JPMorgan Growth Advantage Fund, Class R6",
        "value": "16118650.88",
        "weight": "0.11258072",
        "shared": false
      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "13214955.82",
        "weight": "0.09229987",
        "shared": true
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "10248606.69",
        "weight": "0.07158140",
        "shared": true
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "6804061.24",
        "weight": "0.04752297",
        "shared": true
      },
      {
        "name": "JPMorgan BetaBuilders US Mid Cap Equity ETF",
        "value": "5591679.39",
        "weight": "0.03905509",
        "shared": false
      },
      {
        "name": "JPMorgan ActiveBuilders Emerging Markets Equity ETF",
        "value": "4483216.98",
        "weight": "0.03131303",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "3526624.50",
        "weight": "0.02463171",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "2848669.54",
        "weight": "0.01989653",
        "shared": true
      },
      {
        "name": "JPMorgan Core Bond R6",
        "value": "2264067.81",
        "weight": "0.01581338",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "2008675.99",
        "weight": "0.01402960",
        "shared": true
      },
      {
        "name": "JPMorgan Realty Income ETF",
        "value": "1903572.00",
        "weight": "0.01329550",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "1596280.83",
        "weight": "0.01114922",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "1246858.29",
        "weight": "0.00870868",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "729035.77",
        "weight": "0.00509195",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Growth Fund, Class R6",
        "value": "720584.13",
        "weight": "0.00503292",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "622750.52",
        "weight": "0.00434960",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "344147.17",
        "weight": "0.00240370",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "336033.79",
        "weight": "0.00234703",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Core Bond R6",
        "value": "1290101212.20",
        "weight": "0.23025886",
        "shared": true
      },
      {
        "name": "JPMorgan Core Plus Bond Fund, Class R6",
        "value": "685815936.98",
        "weight": "0.12240528",
        "shared": true
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "469122761.35",
        "weight": "0.08372961",
        "shared": true
      },
      {
        "name": "JPMorgan Income Fund, Class R6",
        "value": "303498480.25",
        "weight": "0.05416878",
        "shared": false
      },
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
        "value": "294833022.26",
        "weight": "0.05262216",
        "shared": true
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "290641522.48",
        "weight": "0.05187406",
        "shared": true
      },
      {
        "name": "JPMorgan Large Cap Growth Fund, Class R6",
        "value": "285279886.36",
        "weight": "0.05091711",
        "shared": false
      },
      {
        "name": "JPMorgan Large Cap Value Fund, Class R6",
        "value": "226225474.08",
        "weight": "0.04037700",
        "shared": false
      },
      {
        "name": "JPMorgan U.S. GARP Equity Fund, Class R6",
        "value": "199702979.71",
        "weight": "0.03564324",
        "shared": false
      },
      {
        "name": "JPMorgan Value Advantage Fund, Class R6",
        "value": "180055975.69",
        "weight": "0.03213661",
        "shared": true
      },
      {
        "name": "JPMorgan Equity Income Fund, Class R6",
        "value": "176668089.49",
        "weight": "0.03153194",
        "shared": false
      },
      {
        "name": "JPMorgan Small & Mid Cap Enhanced Equity ETF",
        "value": "169085009.50",
        "weight": "0.03017850",
        "shared": false
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "151801867.27",
        "weight": "0.02709379",
        "shared": true
      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "138128224.93",
        "weight": "0.02465330",
        "shared": true
      },
      {
        "name": "JPMorgan Limited Duration Bond ETF",
        "value": "113150372.93",
        "weight": "0.02019522",
        "shared": false
      },
      {
        "name": "JPMorgan Short Duration Core Plus Fund, Class R6",
        "value": "81714831.49",
        "weight": "0.01458456",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6",
        "value": "74403057.63",
        "weight": "0.01327955",
        "shared": true
      },
      {
        "name": "JPMorgan Mid Cap Growth Fund, Class R6",
        "value": "74113447.60",
        "weight": "0.01322786",
        "shared": false
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "67659132.43",
        "weight": "0.01207589",
        "shared": true
      },
      {
        "name": "JPMorgan Europe Dynamic Fund, Class R6",
        "value": "59894899.92",
        "weight": "0.01069012",
        "shared": false
      },
      {
        "name": "JPMorgan Emerging Markets Debt Fund, Class R6",
        "value": "59251187.34",
        "weight": "0.01057523",
        "shared": true
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "53852654.67",
        "weight": "0.00961169",
        "shared": true
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "53815865.94",
        "weight": "0.00960512",
        "shared": true
      },
      {
        "name": "JPMorgan Flexible Debt ETF",
        "value": "47821605.79",
        "weight": "0.00853526",
        "shared": false
      },
      {
        "name": "JPMorgan Small Cap Value Fund, Class R6",
        "value": "30850299.98",
        "weight": "0.00550620",
        "shared": true
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "25341958.19",
        "weight": "0.00452306",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012777",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1659326/000207169126012777/0002071691-26-012777-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012759",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/763852/000207169126012759/0002071691-26-012759-index.htm"
    }
  ]
}