# Portfolio overlap — JSMLX vs JAKAX

Comparing **JPMorgan SmartRetirement 2065 Fund** (2026-03-31) and **JPMorgan SmartRetirement 2060 Fund** (2026-03-31).

- Shared positions: 22
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan SmartRetirement 2060 Fund: 0.9927804703783596161787936944
- JPMorgan SmartRetirement 2060 Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.9927804703783596161787936944

## JPMorgan SmartRetirement 2065 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan International Research Enhanced Equity ETF | 0.129057 | ✓ |
| JPM-US EQTY-R6 | 0.118726 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.117496 | ✓ |
| JPMorgan Value Advantage Fund, Class R6 | 0.113618 | ✓ |
| JPMorgan Growth Advantage Fund, Class R6 | 0.112581 | ✓ |
| JPMorgan Global Select Equity ETF | 0.092300 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.071581 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.047523 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.039055 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.031313 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.024632 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.019897 | ✓ |
| JPMorgan Core Bond R6 | 0.015813 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.014030 | ✓ |
| JPMorgan Realty Income ETF | 0.013296 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.011149 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.008709 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005092 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005033 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.004350 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.002404 | ✓ |
| US TREASURY N/B | 0.002347 | ✓ |

## JPMorgan SmartRetirement 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan International Research Enhanced Equity ETF | 0.128437 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.118849 | ✓ |
| JPM-US EQTY-R6 | 0.116865 | ✓ |
| JPMorgan Value Advantage Fund, Class R6 | 0.113857 | ✓ |
| JPMorgan Growth Advantage Fund, Class R6 | 0.111992 | ✓ |
| JPMorgan Global Select Equity ETF | 0.092187 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.069770 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.049191 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.040080 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.030916 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.024034 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.020164 | ✓ |
| JPMorgan Core Bond R6 | 0.016448 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.014615 | ✓ |
| JPMorgan Realty Income ETF | 0.013722 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.010468 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.009015 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005288 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005247 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.004553 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.002504 | ✓ |
| US TREASURY N/B | 0.001797 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012777` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1659326/000207169126012777/0002071691-26-012777-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012772` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012772/0002071691-26-012772-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_