# Portfolio overlap — JSRCX vs JSMOX

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

- Shared positions: 19
- JPMorgan SmartRetirement Income Fund covered by JPMorgan SmartRetirement 2065 Fund: 0.4897291023246888185013969291
- JPMorgan SmartRetirement 2065 Fund covered by JPMorgan SmartRetirement Income Fund: 0.4897291023246888185013969290

## JPMorgan SmartRetirement Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.329080 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.109619 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.090831 | ✓ |
| JPM-US EQTY-R6 | 0.089843 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.072298 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.054934 | ✓ |
| JPMorgan Inflation Managed Bond ETF | 0.051985 |  |
| JPMorgan Global Select Equity ETF | 0.039370 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.029653 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.028789 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.027312 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.018165 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.017602 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.010483 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.007509 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.007041 | ✓ |
| JPMorgan Realty Income ETF | 0.005948 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.003806 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.003777 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.001954 | ✓ |

## 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 `0002071691-26-012796` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012796/0002071691-26-012796-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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