{
  "page": "compare",
  "query": {
    "a": "OGBCX",
    "b": "JOBEX"
  },
  "retrieved_at": "2026-07-07T18:52:08+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 Investor Balanced Fund",
    "ticker": "OGBCX",
    "slug": "OGBCX",
    "series_id": "S000003903",
    "html_url": "https://fundwatcher.app/funds/OGBCX/"
  },
  "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": "0.2255311476370812930103009813",
    "coverage_b_by_a": "0.2255311476370812930103009813",
    "shared_count": 6,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_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": false
      },
      {
        "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": false
      },
      {
        "name": "JPMorgan U.S. Research Enhanced Equity Fund, Class R6",
        "value": "290641522.48",
        "weight": "0.05187406",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "JPMorgan Small Cap Equity Fund, Class R6",
        "value": "25341958.19",
        "weight": "0.00452306",
        "shared": false
      }
    ],
    "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "318645.52",
        "weight": "0.00009715",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012759",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/763852/000207169126012759/0002071691-26-012759-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"
    }
  ]
}