{
  "page": "compare",
  "query": {
    "a": "OIBFX",
    "b": "JSRAX"
  },
  "retrieved_at": "2026-07-07T19:23:35+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": "OIBFX",
    "slug": "OIBFX",
    "series_id": "S000003903",
    "html_url": "https://fundwatcher.app/funds/OIBFX/"
  },
  "fund_b": {
    "name": "JPMorgan SmartRetirement Income Fund",
    "ticker": "JSRAX",
    "slug": "JSRAX",
    "series_id": "S000011871",
    "html_url": "https://fundwatcher.app/funds/JSRAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6379598666370203264825693084",
    "coverage_b_by_a": "0.6379598666370203264825693083",
    "shared_count": 14,
    "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": 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": 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": 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
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Core Bond R6",
        "value": "593243813.27",
        "weight": "0.32908047",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "JPM-US EQTY-R6",
        "value": "161963066.18",
        "weight": "0.08984313",
        "shared": true
      },
      {
        "name": "JPMorgan High Yield Fund, Class R6",
        "value": "130334576.59",
        "weight": "0.07229837",
        "shared": true
      },
      {
        "name": "JPMorgan International Research Enhanced Equity ETF",
        "value": "99030655.92",
        "weight": "0.05493366",
        "shared": true
      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "93715640.12",
        "weight": "0.05198535",
        "shared": false
      },
      {
        "name": "JPMorgan Global Select Equity ETF",
        "value": "70973945.30",
        "weight": "0.03937022",
        "shared": true
      },
      {
        "name": "JPMorgan International Equity Fund, Class R6",
        "value": "53455920.44",
        "weight": "0.02965273",
        "shared": true
      },
      {
        "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": false
      },
      {
        "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": true
      },
      {
        "name": "JPMorgan Emerging Markets Equity Fund, Class R6",
        "value": "12693100.27",
        "weight": "0.00704104",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "JPMorgan Small Cap Growth Fund, Class R6",
        "value": "6808044.88",
        "weight": "0.00377652",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders MSCI US REIT ETF",
        "value": "3521966.14",
        "weight": "0.00195368",
        "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": "0002071691-26-012796",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012796/0002071691-26-012796-index.htm"
    }
  ]
}