# Portfolio overlap — JSMMX vs JSBSX

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

- Shared positions: 9
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan SmartRetirement Blend 2065 Fund: 0.1694344007708717039042451036
- JPMorgan SmartRetirement Blend 2065 Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.1694344007708717039042451037

## 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 Blend 2065 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.484292 |  |
| JPMorgan BetaBuilders International Equity ETF | 0.228202 |  |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.055700 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.047091 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.042315 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.039579 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.027460 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.022006 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.018657 | ✓ |
| JPMorgan Core Bond R6 | 0.015695 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.013970 | ✓ |
| US TREASURY N/B | 0.002541 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.002399 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.000093 |  |


## 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 `0002071691-26-012752` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1659326/000207169126012752/0002071691-26-012752-index.htm>

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