# Portfolio overlap — JSMMX vs OIBFX

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

- Shared positions: 15
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan Investor Balanced Fund: 0.3780696464096295611388462163
- JPMorgan Investor Balanced Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.3780696464096295611388462162

## 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 Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.230259 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.122405 | ✓ |
| JPM-US EQTY-R6 | 0.083730 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.054169 |  |
| JPMorgan International Research Enhanced Equity ETF | 0.052622 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.051874 | ✓ |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.050917 |  |
| JPMorgan Large Cap Value Fund, Class R6 | 0.040377 |  |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 0.035643 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.032137 | ✓ |
| JPMorgan Equity Income Fund, Class R6 | 0.031532 |  |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 0.030179 |  |
| JPMorgan High Yield Fund, Class R6 | 0.027094 | ✓ |
| JPMorgan Global Select Equity ETF | 0.024653 | ✓ |
| JPMorgan Limited Duration Bond ETF | 0.020195 |  |
| JPMorgan Short Duration Core Plus Fund, Class R6 | 0.014585 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.013280 | ✓ |
| JPMorgan Mid Cap Growth Fund, Class R6 | 0.013228 |  |
| JPMorgan International Equity Fund, Class R6 | 0.012076 | ✓ |
| JPMorgan Europe Dynamic Fund, Class R6 | 0.010690 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.010575 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.009612 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.009605 | ✓ |
| JPMorgan Flexible Debt ETF | 0.008535 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005506 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.004523 | ✓ |


## 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 `0002071691-26-012759` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012759/0002071691-26-012759-index.htm>

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