# Portfolio overlap — OGBCX vs JFFAX

Comparing **JPMorgan Investor Balanced Fund** (2026-03-31) and **JPMorgan SmartRetirement 2055 Fund** (2026-03-31).

- Shared positions: 15
- JPMorgan Investor Balanced Fund covered by JPMorgan SmartRetirement 2055 Fund: 0.3823249486400062182385218431
- JPMorgan SmartRetirement 2055 Fund covered by JPMorgan Investor Balanced Fund: 0.3823249486400062182385218431

## JPMorgan Investor Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Bond R6 | 0.230259 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.122405 | ✓ |
| JPM-US EQTY-R6 | 0.083730 | ✓ |
| JPMorgan Income Fund, Class R6 | 0.054169 |  |
| JPMorgan International Research Enhanced Equity ETF | 0.052622 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.051874 | ✓ |
| JPMorgan Large Cap Growth Fund, Class R6 | 0.050917 |  |
| JPMorgan Large Cap Value Fund, Class R6 | 0.040377 |  |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 0.035643 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.032137 | ✓ |
| JPMorgan Equity Income Fund, Class R6 | 0.031532 |  |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 0.030179 |  |
| JPMorgan High Yield Fund, Class R6 | 0.027094 | ✓ |
| JPMorgan Global Select Equity ETF | 0.024653 | ✓ |
| JPMorgan Limited Duration Bond ETF | 0.020195 |  |
| JPMorgan Short Duration Core Plus Fund, Class R6 | 0.014585 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.013280 | ✓ |
| JPMorgan Mid Cap Growth Fund, Class R6 | 0.013228 |  |
| JPMorgan International Equity Fund, Class R6 | 0.012076 | ✓ |
| JPMorgan Europe Dynamic Fund, Class R6 | 0.010690 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.010575 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.009612 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.009605 | ✓ |
| JPMorgan Flexible Debt ETF | 0.008535 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005506 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.004523 | ✓ |

## JPMorgan SmartRetirement 2055 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan International Research Enhanced Equity ETF | 0.130248 | ✓ |
| JPM-US EQTY-R6 | 0.118732 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.117571 | ✓ |
| JPMorgan Value Advantage Fund, Class R6 | 0.114291 | ✓ |
| JPMorgan Growth Advantage Fund, Class R6 | 0.112816 |  |
| JPMorgan Global Select Equity ETF | 0.091360 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.069091 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.049585 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.039169 |  |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.031153 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.024217 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.017623 | ✓ |
| JPMorgan Core Bond R6 | 0.016576 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.014717 | ✓ |
| JPMorgan Realty Income ETF | 0.013837 |  |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.010551 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.009078 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005332 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005291 |  |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.004585 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.002537 | ✓ |
| US TREASURY N/B | 0.001640 |  |
| British Pound | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012759` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012759/0002071691-26-012759-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012788` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012788/0002071691-26-012788-index.htm>

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