# Portfolio overlap — JSMLX vs ONGFX

Comparing **JPMorgan SmartRetirement 2065 Fund** (2026-03-31) and **JPMorgan Investor Growth & Income Fund** (2026-03-31).

- Shared positions: 15
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan Investor Growth & Income Fund: 0.4289013353367835848781836686
- JPMorgan Investor Growth & Income Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.4289013353367835848781836686

## 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 Investor Growth & Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.165958 | ✓ |
| JPM-US EQTY-R6 | 0.098551 | ✓ |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.091682 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.077919 | ✓ |
| JPMorgan Large Cap Value Fund, Class R6 | 0.070890 |  |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.064554 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.056821 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.043249 |  |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 0.037996 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.035271 | ✓ |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 0.034486 |  |
| JPMorgan Equity Income Fund, Class R6 | 0.034474 |  |
| JPMorgan Global Select Equity ETF | 0.028530 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.027431 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.019820 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.016835 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.016596 | ✓ |
| JPMorgan Mid Cap Growth Fund, Class R6 | 0.014599 |  |
| JPMorgan Europe Dynamic Fund, Class R6 | 0.013770 |  |
| JPMorgan International Focus Fund, Class R6 | 0.013512 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.010213 | ✓ |
| JPMorgan Short Duration Core Plus Fund, Class R6 | 0.009887 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.006772 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.005123 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.004975 | ✓ |
| JPMorgan Limited Duration Bond ETF | 0.000086 |  |


## 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 `0002071691-26-012793` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012793/0002071691-26-012793-index.htm>

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