# Portfolio overlap — JSMMX vs ONIFX

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

- Shared positions: 15
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan Investor Growth Fund: 0.4820281988260999749101940706
- JPMorgan Investor Growth Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.4820281988260999749101940706

## 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 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPM-US EQTY-R6 | 0.126266 | ✓ |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.113841 |  |
| JPMorgan Large Cap Value Fund, Class R6 | 0.100420 |  |
| JPMorgan International Research Enhanced Equity ETF | 0.080116 | ✓ |
| JPMorgan Core Bond R6 | 0.078863 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.075562 | ✓ |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 0.052156 |  |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 0.044348 |  |
| JPMorgan International Equity Fund, Class R6 | 0.044157 | ✓ |
| JPMorgan Global Select Equity ETF | 0.033294 | ✓ |
| JPMorgan Equity Income Fund, Class R6 | 0.031263 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.030247 | ✓ |
| JPMorgan International Focus Fund, Class R6 | 0.028976 |  |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.028223 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.025146 | ✓ |
| JPMorgan Europe Dynamic Fund, Class R6 | 0.023513 |  |
| JPMorgan Mid Cap Growth Fund, Class R6 | 0.017500 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.014577 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.014064 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.013639 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.011444 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.004874 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.004287 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.003225 | ✓ |


## 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 `0002071691-26-012758` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012758/0002071691-26-012758-index.htm>

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