# Portfolio overlap — JSIPX vs ONIFX

Comparing **JPMorgan SmartRetirement Income Fund** (2026-03-31) and **JPMorgan Investor Growth Fund** (2026-03-31).

- Shared positions: 14
- JPMorgan SmartRetirement Income Fund covered by JPMorgan Investor Growth Fund: 0.4310756613615050867067266811
- JPMorgan Investor Growth Fund covered by JPMorgan SmartRetirement Income Fund: 0.4310756613615050867067266810

## 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 Investor Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPM-US EQTY-R6 | 0.126266 | ✓ |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.113841 |  |
| JPMorgan Large Cap Value Fund, Class R6 | 0.100420 |  |
| JPMorgan International Research Enhanced Equity ETF | 0.080116 | ✓ |
| JPMorgan Core Bond R6 | 0.078863 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.075562 | ✓ |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 0.052156 |  |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 0.044348 |  |
| JPMorgan International Equity Fund, Class R6 | 0.044157 | ✓ |
| JPMorgan Global Select Equity ETF | 0.033294 | ✓ |
| JPMorgan Equity Income Fund, Class R6 | 0.031263 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.030247 |  |
| JPMorgan International Focus Fund, Class R6 | 0.028976 |  |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.028223 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.025146 | ✓ |
| JPMorgan Europe Dynamic Fund, Class R6 | 0.023513 |  |
| JPMorgan Mid Cap Growth Fund, Class R6 | 0.017500 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.014577 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.014064 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.013639 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.011444 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.004874 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.004287 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.003225 | ✓ |


## 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 `0002071691-26-012758` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012758/0002071691-26-012758-index.htm>

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