# Portfolio overlap — JPRRX vs JSACX

Comparing **JPMorgan SmartRetirement Blend 2035 Fund** (2026-03-31) and **JPMorgan SmartRetirement 2045 Fund** (2026-03-31).

- Shared positions: 8
- JPMorgan SmartRetirement Blend 2035 Fund covered by JPMorgan SmartRetirement 2045 Fund: 0.1928644050932064037331719864
- JPMorgan SmartRetirement 2045 Fund covered by JPMorgan SmartRetirement Blend 2035 Fund: 0.1928644050932064037331719865

## JPMorgan SmartRetirement Blend 2035 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.360457 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.209105 | ✓ |
| JPMorgan BetaBuilders International Equity ETF | 0.165032 |  |
| JPMorgan High Yield Fund, Class R6 | 0.041949 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.036906 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.030130 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.029884 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.018280 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.015004 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.013310 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.009534 | ✓ |
| US TREASURY N/B | 0.002106 |  |
| US TREASURY N/B | 0.001617 |  |
| US TREASURY N/B | 0.001568 | ✓ |
| US TREASURY N/B | 0.001384 |  |
| US TREASURY N/B | 0.001380 |  |
| US TREASURY N/B | 0.001212 |  |
| US TREASURY N/B | 0.001124 |  |
| US TREASURY N/B | 0.001094 |  |
| US TREASURY N/B | 0.001004 |  |
| US TREASURY N/B | 0.000985 |  |
| US TREASURY N/B | 0.000896 |  |
| US TREASURY N/B | 0.000886 |  |
| US TREASURY N/B | 0.000660 |  |
| United States Treasury Strip Coupon | 0.000617 |  |
| US TREASURY N/B | 0.000581 |  |
| US TREASURY N/B | 0.000580 |  |
| US TREASURY N/B | 0.000553 |  |
| US TREASURY N/B | 0.000521 |  |
| U.S. Treasury STRIPS Coupon | 0.000423 |  |
| US TREASURY N/B | 0.000385 |  |
| U.S. Treasury STRIPS 0.000%, Due 02/15/2037 | 0.000348 |  |
| U.S. Treasury STRIPS Coupon | 0.000345 |  |
| FNMA, Other | 0.000329 |  |
| US TREASURY N/B | 0.000315 |  |
| US TREASURY N/B | 0.000314 |  |
| US TREASURY N/B | 0.000303 |  |
| US TREASURY N/B | 0.000294 |  |
| PG&E RECOV FND | 0.000290 |  |
| U.S. Treasury STRIPS Coupon | 0.000283 |  |
| FNMA, Other | 0.000278 |  |
| Progress Residential Trust, Series 2025-SFR5, Class B | 0.000270 |  |
| FNMA UMBS, 30 Year | 0.000250 |  |
| FNMA, REMIC, Series 2018-75, Class UZ | 0.000248 |  |
| FNMA UMBS, 30 Year | 0.000246 |  |
| NRMLT 2024-RTL2 A1 | 0.000240 |  |
| FNMA, Other | 0.000237 |  |
| FNMA ACES, Series 2024-M2, Class A2 | 0.000236 |  |
| FNMA, Other | 0.000234 |  |
| GreatAmerica Leasing Receivables Funding LLC, Series 2024-1, Class A4 | 0.000226 |  |

## 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 `0002071691-26-012735` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012735/0002071691-26-012735-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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