# Portfolio overlap — JSMCX vs ONCFX

Comparing **JPMorgan SmartRetirement 2030 Fund** (2026-03-31) and **JPMorgan Investor Conservative Growth Fund** (2026-03-31).

- Shared positions: 14
- JPMorgan SmartRetirement 2030 Fund covered by JPMorgan Investor Conservative Growth Fund: 0.5715789440095110432452758487
- JPMorgan Investor Conservative Growth Fund covered by JPMorgan SmartRetirement 2030 Fund: 0.5715789440095110432452758487

## JPMorgan SmartRetirement 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.277164 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.126797 | ✓ |
| JPM-US EQTY-R6 | 0.125419 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.092402 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.076701 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.055954 | ✓ |
| JPMorgan Global Select Equity ETF | 0.054887 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.041403 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.037959 |  |
| JPMorgan Inflation Managed Bond ETF | 0.020856 |  |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.014914 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.014582 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.013342 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.012408 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.010439 | ✓ |
| JPMorgan Realty Income ETF | 0.008198 |  |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005234 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005175 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.002721 |  |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.002651 | ✓ |
| US TREASURY N/B | 0.000793 |  |

## JPMorgan Investor Conservative Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.353216 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.162997 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.066763 |  |
| JPMorgan International Research Enhanced Equity ETF | 0.041105 | ✓ |
| JPMorgan Limited Duration Bond ETF | 0.040072 |  |
| JPM-US EQTY-R6 | 0.040055 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.028852 | ✓ |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.026971 |  |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.025043 | ✓ |
| JPMorgan Equity Income Fund, Class R6 | 0.023301 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.022823 |  |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 0.022053 |  |
| JPMorgan Short Duration Core Plus Fund, Class R6 | 0.020125 |  |
| JPMorgan Large Cap Value Fund, Class R6 | 0.017025 |  |
| JPMorgan Global Select Equity ETF | 0.014686 | ✓ |
| JPMorgan Mid Cap Growth Fund, Class R6 | 0.013575 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.010860 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.010219 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.009770 | ✓ |
| JPMorgan Flexible Debt ETF | 0.009658 |  |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 0.009411 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.008970 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.007413 | ✓ |
| JPMorgan Europe Dynamic Fund, Class R6 | 0.005234 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005175 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.004626 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012790` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012790/0002071691-26-012790-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012774` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012774/0002071691-26-012774-index.htm>

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