# Portfolio overlap — JBBSX vs JSACX

Comparing **JPMorgan SmartRetirement Blend 2025 Fund** (2026-03-31) and **JPMorgan SmartRetirement 2045 Fund** (2026-03-31).

- Shared positions: 7
- JPMorgan SmartRetirement Blend 2025 Fund covered by JPMorgan SmartRetirement 2045 Fund: 0.1803974060380054530220007127
- JPMorgan SmartRetirement 2045 Fund covered by JPMorgan SmartRetirement Blend 2025 Fund: 0.1803974060380054530220007127

## JPMorgan SmartRetirement Blend 2025 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.222291 |  |
| JPMorgan BetaBuilders International Equity ETF | 0.101258 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.101121 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.069572 | ✓ |
| JPMorgan Inflation Managed Bond ETF | 0.045594 |  |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.029254 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.025403 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.018816 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.018661 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.017448 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.016395 |  |
| US TREASURY N/B | 0.010585 |  |
| US TREASURY N/B | 0.009079 |  |
| US TREASURY N/B | 0.008808 |  |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.008382 | ✓ |
| US TREASURY N/B | 0.007187 |  |
| US TREASURY N/B | 0.006971 |  |
| US TREASURY N/B | 0.005405 |  |
| US TREASURY N/B | 0.004608 |  |
| US TREASURY N/B | 0.004437 |  |
| US TREASURY N/B | 0.003923 |  |
| US TREASURY N/B | 0.003813 |  |
| US TREASURY N/B | 0.003576 |  |
| US TREASURY N/B | 0.002532 |  |
| U.S. Treasury STRIPS Coupon | 0.002452 |  |
| U.S. Treasury STRIPS Coupon | 0.002378 |  |
| US TREASURY N/B | 0.002297 |  |
| US TREASURY N/B | 0.002236 |  |
| US TREASURY N/B | 0.002032 |  |
| U.S. Treasury STRIPS Coupon | 0.001757 |  |
| US TREASURY N/B | 0.001567 |  |
| FNMA, Other | 0.001357 |  |
| Progress Residential Trust, Series 2025-SFR5, Class B | 0.001331 |  |
| PG&E RECOV FND | 0.001286 |  |
| FNMA, REMIC, Series 2018-75, Class UZ | 0.001246 |  |
| US TREASURY N/B | 0.001180 |  |
| FNMA UMBS, 30 Year | 0.001150 |  |
| FNMA ACES, Series 2024-M2, Class A2 | 0.001135 |  |
| Progress Residential Trust, Series 2025-SFR5, Class A | 0.001131 |  |
| US TREASURY N/B | 0.001089 |  |
| NRMLT 2024-RTL2 A1 | 0.001066 |  |
| US TREASURY N/B | 0.001054 |  |
| FNMA, Other | 0.001028 |  |
| FNMA UMBS, 30 Year | 0.001016 |  |
| U.S. Treasury STRIPS Coupon | 0.000991 |  |
| US TREASURY N/B | 0.000987 |  |
| HSBC HOLDINGS | 0.000978 |  |
| SEASONED LOANS STRUCTURED TRANSACTION TRUST SERIES 2025-1 SER 2025-1 CL A1 3.00000000 | 0.000943 |  |
| GNMA II, 30 Year | 0.000941 |  |
| FHLMC UMBS, 30 Year | 0.000914 |  |

## JPMorgan SmartRetirement 2045 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan International Research Enhanced Equity ETF | 0.121848 |  |
| JPM-US EQTY-R6 | 0.110790 |  |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.110698 |  |
| JPMorgan Growth Advantage Fund, Class R6 | 0.106201 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.105722 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.087595 | ✓ |
| JPMorgan Global Select Equity ETF | 0.086010 |  |
| JPMorgan International Equity Fund, Class R6 | 0.065008 |  |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.036799 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.030223 |  |
| JPMorgan Core Bond R6 | 0.029177 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.022791 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.021055 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.015346 | ✓ |
| JPMorgan Realty Income ETF | 0.012965 |  |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.009985 |  |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.008111 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005046 |  |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005007 |  |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.004302 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.004186 | ✓ |
| US TREASURY N/B | 0.001133 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012794` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012794/0002071691-26-012794-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012746` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012746/0002071691-26-012746-index.htm>

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