# Portfolio overlap — JSMSX vs ONIFX

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

- Shared positions: 14
- JPMorgan SmartRetirement 2030 Fund covered by JPMorgan Investor Growth Fund: 0.5012472755086635886553633437
- JPMorgan Investor Growth Fund covered by JPMorgan SmartRetirement 2030 Fund: 0.5012472755086635886553633436

## 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 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 `0002071691-26-012790` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012790/0002071691-26-012790-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012758` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012758/0002071691-26-012758-index.htm>

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