# Portfolio overlap — JSIPX vs JRBEX

Comparing **JPMorgan SmartRetirement Income Fund** (2026-03-31) and **JPMorgan SmartRetirement Blend 2030 Fund** (2026-03-31).

- Shared positions: 8
- JPMorgan SmartRetirement Income Fund covered by JPMorgan SmartRetirement Blend 2030 Fund: 0.2379879794344765820881728381
- JPMorgan SmartRetirement Blend 2030 Fund covered by JPMorgan SmartRetirement Income Fund: 0.2379879794344765820881728381

## 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 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.292447 |  |
| JPMorgan BetaBuilders International Equity ETF | 0.133565 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.092233 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.055892 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.028125 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.024419 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.024219 | ✓ |
| JPMorgan Inflation Managed Bond ETF | 0.020818 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.015976 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.013739 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.013320 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.010791 | ✓ |
| US TREASURY N/B | 0.009257 |  |
| US TREASURY N/B | 0.007773 |  |
| US TREASURY N/B | 0.006143 |  |
| US TREASURY N/B | 0.005260 |  |
| US TREASURY N/B | 0.004800 |  |
| US TREASURY N/B | 0.004666 |  |
| US TREASURY N/B | 0.004403 |  |
| US TREASURY N/B | 0.004360 |  |
| US TREASURY N/B | 0.002963 |  |
| US TREASURY N/B | 0.002755 |  |
| US TREASURY N/B | 0.002701 |  |
| US TREASURY N/B | 0.002388 |  |
| US TREASURY N/B | 0.002221 |  |
| US TREASURY N/B | 0.001841 |  |
| US TREASURY N/B | 0.001802 |  |
| US TREASURY N/B | 0.001762 |  |
| US TREASURY N/B | 0.001749 |  |
| US TREASURY N/B | 0.001670 |  |
| US TREASURY N/B | 0.001663 |  |
| US TREASURY N/B | 0.001557 |  |
| US TREASURY N/B | 0.001380 |  |
| US TREASURY N/B | 0.001271 |  |
| US TREASURY N/B | 0.001199 |  |
| US TREASURY N/B | 0.001161 |  |
| US TREASURY N/B | 0.001150 |  |
| US TREASURY N/B | 0.001142 |  |
| US TREASURY N/B | 0.001084 |  |
| FNMA, Other | 0.001051 |  |
| Progress Residential Trust, Series 2025-SFR5, Class B | 0.001047 |  |
| FNMA ACES, Series 2024-M2, Class A2 | 0.000910 |  |
| Progress Residential Trust, Series 2025-SFR5, Class A | 0.000905 |  |
| PG&E RECOV FND | 0.000885 |  |
| FNMA, Other | 0.000880 |  |
| FNMA, REMIC, Series 2018-75, Class UZ | 0.000843 |  |
| FNMA, Other | 0.000827 |  |
| FNMA UMBS, 30 Year | 0.000791 |  |
| Credit Acceptance Auto Loan Trust, Series 2024-2A, Class C | 0.000782 |  |
| US TREASURY N/B | 0.000760 |  |


## 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 `0002071691-26-012762` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012762/0002071691-26-012762-index.htm>

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