# Portfolio overlap — JSMSX vs PFJDX

Comparing **JPMorgan SmartRetirement 2030 Fund** (2026-03-31) and **PFG JP Morgan Tactical Moderate Strategy Fund** (2026-01-31).

- Shared positions: 6
- JPMorgan SmartRetirement 2030 Fund covered by PFG JP Morgan Tactical Moderate Strategy Fund: 0.3173966279972990085535791107
- PFG JP Morgan Tactical Moderate Strategy Fund covered by JPMorgan SmartRetirement 2030 Fund: 0.3173966279972990085535791107

## 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 |  |

## PFG JP Morgan Tactical Moderate Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMORGAN BETABUI | 0.162341 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.120682 | ✓ |
| JPM ACT BD ETF | 0.098731 |  |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.088576 |  |
| JPM-US EQTY-R6 | 0.086002 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.079404 | ✓ |
| JPMorgan Large Cap Value Fund, Class R6 | 0.075192 |  |
| JPMORGAN BETABUI | 0.062291 |  |
| JPMorgan Global Select Equity ETF | 0.045058 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.034616 |  |
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 0.029904 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.027732 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.026305 | ✓ |
| JPM INT VAL ETF | 0.021431 |  |
| JPM INTL GROWTH | 0.020428 |  |
| JPMorgan Equity Index Fund, Class R6 | 0.016867 |  |
| BlackRock Liquidity FedFund - Institutional Class | 0.004439 |  |


## 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 `0000910472-26-004377` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1314414/000091047226004377/0000910472-26-004377-index.htm>

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