# Portfolio overlap — SMTYX vs JSMAX

Comparing **JPMorgan SmartRetirement 2040 Fund** (2026-03-31) and **JPMorgan SmartRetirement 2030 Fund** (2026-03-31).

- Shared positions: 20
- JPMorgan SmartRetirement 2040 Fund covered by JPMorgan SmartRetirement 2030 Fund: 0.6564622183491117153845425843
- JPMorgan SmartRetirement 2030 Fund covered by JPMorgan SmartRetirement 2040 Fund: 0.6564622183491117153845425844

## 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 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 | ✓ |


## 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 `0002071691-26-012790` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012790/0002071691-26-012790-index.htm>

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