# Portfolio overlap — JSMSX vs JSMOX

Comparing **JPMorgan SmartRetirement 2030 Fund** (2026-03-31) and **JPMorgan SmartRetirement 2065 Fund** (2026-03-31).

- Shared positions: 20
- JPMorgan SmartRetirement 2030 Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.6037726234344723215949778363
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan SmartRetirement 2030 Fund: 0.6037726234344723215949778364

## JPMorgan SmartRetirement 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.277164 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.126797 | ✓ |
| JPM-US EQTY-R6 | 0.125419 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.092402 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.076701 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.055954 | ✓ |
| JPMorgan Global Select Equity ETF | 0.054887 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.041403 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.037959 | ✓ |
| JPMorgan Inflation Managed Bond ETF | 0.020856 |  |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.014914 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.014582 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.013342 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.012408 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.010439 | ✓ |
| JPMorgan Realty Income ETF | 0.008198 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005234 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005175 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.002721 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.002651 | ✓ |
| US TREASURY N/B | 0.000793 | ✓ |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012790` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012790/0002071691-26-012790-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012777` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1659326/000207169126012777/0002071691-26-012777-index.htm>

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