# Portfolio overlap — JNEAX vs JSBSX

Comparing **JPMorgan SmartRetirement Blend 2050 Fund** (2026-03-31) and **JPMorgan SmartRetirement Blend 2065 Fund** (2026-03-31).

- Shared positions: 14
- JPMorgan SmartRetirement Blend 2050 Fund covered by JPMorgan SmartRetirement Blend 2065 Fund: 0.9904284931270696090729914388
- JPMorgan SmartRetirement Blend 2065 Fund covered by JPMorgan SmartRetirement Blend 2050 Fund: 0.9904284931270696090729914388

## JPMorgan SmartRetirement Blend 2050 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.489668 | ✓ |
| JPMorgan BetaBuilders International Equity ETF | 0.223957 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.054786 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.049273 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.041951 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.040111 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.027222 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.019305 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.018174 | ✓ |
| JPMorgan Core Bond R6 | 0.016422 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.014593 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.002526 | ✓ |
| US TREASURY N/B | 0.001914 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.000097 | ✓ |

## JPMorgan SmartRetirement Blend 2065 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.484292 | ✓ |
| JPMorgan BetaBuilders International Equity ETF | 0.228202 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.055700 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.047091 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.042315 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.039579 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.027460 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.022006 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.018657 | ✓ |
| JPMorgan Core Bond R6 | 0.015695 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.013970 | ✓ |
| US TREASURY N/B | 0.002541 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.002399 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.000093 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012749` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012749/0002071691-26-012749-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012752` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1659326/000207169126012752/0002071691-26-012752-index.htm>

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