# Portfolio overlap — SMTYX vs JSACX

Comparing **JPMorgan SmartRetirement 2040 Fund** (2026-03-31) and **JPMorgan SmartRetirement 2045 Fund** (2026-03-31).

- Shared positions: 22
- JPMorgan SmartRetirement 2040 Fund covered by JPMorgan SmartRetirement 2045 Fund: 0.9180510324299898907325574739
- JPMorgan SmartRetirement 2045 Fund covered by JPMorgan SmartRetirement 2040 Fund: 0.9180510324299898907325574739

## JPMorgan SmartRetirement 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Plus Bond Fund, Class R6 | 0.139851 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.109457 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.100302 | ✓ |
| JPM-US EQTY-R6 | 0.099214 | ✓ |
| JPMorgan Growth Advantage Fund, Class R6 | 0.096567 | ✓ |
| JPMorgan Value Advantage Fund, Class R6 | 0.096133 | ✓ |
| JPMorgan Global Select Equity ETF | 0.078182 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.059084 | ✓ |
| JPMorgan Core Bond R6 | 0.046610 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.033516 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.030181 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.025407 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.020803 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.016020 | ✓ |
| JPMorgan Realty Income ETF | 0.011840 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.009132 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.006792 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.006645 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.004619 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.004583 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.003931 | ✓ |
| US TREASURY N/B | 0.001129 | ✓ |

## JPMorgan SmartRetirement 2045 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan International Research Enhanced Equity ETF | 0.121848 | ✓ |
| JPM-US EQTY-R6 | 0.110790 | ✓ |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.110698 | ✓ |
| JPMorgan Growth Advantage Fund, Class R6 | 0.106201 | ✓ |
| JPMorgan Value Advantage Fund, Class R6 | 0.105722 | ✓ |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.087595 | ✓ |
| JPMorgan Global Select Equity ETF | 0.086010 | ✓ |
| JPMorgan International Equity Fund, Class R6 | 0.065008 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.036799 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.030223 | ✓ |
| JPMorgan Core Bond R6 | 0.029177 | ✓ |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.022791 | ✓ |
| JPMorgan High Yield Fund, Class R6 | 0.021055 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.015346 | ✓ |
| JPMorgan Realty Income ETF | 0.012965 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.009985 | ✓ |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.008111 | ✓ |
| JPMorgan Small Cap Value Fund, Class R6 | 0.005046 | ✓ |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.005007 | ✓ |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.004302 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.004186 | ✓ |
| US TREASURY N/B | 0.001133 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012795` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012795/0002071691-26-012795-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012746` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012746/0002071691-26-012746-index.htm>

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