# Portfolio overlap — JSIPX vs JOBEX

Comparing **JPMorgan SmartRetirement Income Fund** (2026-03-31) and **JPMorgan SmartRetirement Blend 2040 Fund** (2026-03-31).

- Shared positions: 8
- JPMorgan SmartRetirement Income Fund covered by JPMorgan SmartRetirement Blend 2040 Fund: 0.2496333954975565053539315462
- JPMorgan SmartRetirement Blend 2040 Fund covered by JPMorgan SmartRetirement Income Fund: 0.2496333954975565053539315463

## JPMorgan SmartRetirement Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.329080 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.109619 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.090831 |  |
| JPM-US EQTY-R6 | 0.089843 |  |
| JPMorgan High Yield Fund, Class R6 | 0.072298 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.054934 |  |
| JPMorgan Inflation Managed Bond ETF | 0.051985 |  |
| JPMorgan Global Select Equity ETF | 0.039370 |  |
| JPMorgan International Equity Fund, Class R6 | 0.029653 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.028789 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.027312 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.018165 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.017602 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.010483 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.007509 |  |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.007041 |  |
| JPMorgan Realty Income ETF | 0.005948 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.003806 |  |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.003777 |  |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.001954 | ✓ |

## JPMorgan SmartRetirement Blend 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.415737 |  |
| JPMorgan BetaBuilders International Equity ETF | 0.190649 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.139631 | ✓ |
| JPMorgan Core Bond R6 | 0.046537 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.044390 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.034906 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.034620 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.030106 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.022515 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.017012 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.015621 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.006611 | ✓ |
| US TREASURY N/B | 0.001568 |  |
| US ULTRA BOND CBT Sep25 | 0.000097 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012796` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012796/0002071691-26-012796-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012782` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012782/0002071691-26-012782-index.htm>

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