# Portfolio overlap — SRJCX vs JIJSX

Comparing **JPMorgan SmartRetirement 2035 Fund** (2026-03-31) and **JPMorgan SmartRetirement Blend Income Fund** (2026-03-31).

- Shared positions: 7
- JPMorgan SmartRetirement 2035 Fund covered by JPMorgan SmartRetirement Blend Income Fund: 0.2251816706185793179655473198
- JPMorgan SmartRetirement Blend Income Fund covered by JPMorgan SmartRetirement 2035 Fund: 0.2251816706185793179655473198

## JPMorgan SmartRetirement 2035 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Core Plus Bond Fund, Class R6 | 0.208845 | ✓ |
| JPMorgan International Research Enhanced Equity ETF | 0.094468 |  |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 0.086959 |  |
| JPM-US EQTY-R6 | 0.086015 |  |
| JPMorgan Growth Advantage Fund, Class R6 | 0.083289 |  |
| JPMorgan Value Advantage Fund, Class R6 | 0.082915 |  |
| JPMorgan Core Bond R6 | 0.069604 |  |
| JPMorgan Global Select Equity ETF | 0.067460 |  |
| JPMorgan International Equity Fund, Class R6 | 0.050993 |  |
| JPMorgan High Yield Fund, Class R6 | 0.041932 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.028723 | ✓ |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 0.020602 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.017910 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.015735 | ✓ |
| JPMorgan Realty Income ETF | 0.010060 |  |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.009570 | ✓ |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.007748 |  |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.004883 |  |
| JPMorgan Small Cap Value Fund, Class R6 | 0.003926 |  |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.003896 |  |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.003340 | ✓ |
| US TREASURY N/B | 0.001127 |  |

## JPMorgan SmartRetirement Blend Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Equity Index Fund, Class R6 | 0.208170 |  |
| JPMorgan Core Plus Bond Fund, Class R6 | 0.110253 | ✓ |
| JPMorgan BetaBuilders International Equity ETF | 0.095110 |  |
| JPMorgan High Yield Fund, Class R6 | 0.073195 | ✓ |
| JPMorgan Inflation Managed Bond ETF | 0.051552 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.032300 | ✓ |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 0.027085 | ✓ |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.017992 | ✓ |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 0.017411 |  |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 0.017268 | ✓ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.015176 |  |
| US TREASURY N/B | 0.013792 |  |
| US TREASURY N/B | 0.010771 |  |
| US TREASURY N/B | 0.008526 |  |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.007773 | ✓ |
| US TREASURY N/B | 0.006242 |  |
| US TREASURY N/B | 0.003904 |  |
| US TREASURY N/B | 0.003613 |  |
| US TREASURY N/B | 0.003332 |  |
| US TREASURY N/B | 0.002904 |  |
| US TREASURY N/B | 0.002855 |  |
| US TREASURY N/B | 0.002778 |  |
| U.S. Treasury STRIPS Coupon | 0.002695 |  |
| US TREASURY N/B | 0.002536 |  |
| US TREASURY N/B | 0.002343 |  |
| US TREASURY N/B | 0.002331 |  |
| US TREASURY N/B | 0.002319 |  |
| US TREASURY N/B | 0.001852 |  |
| US TREASURY N/B | 0.001812 |  |
| US TREASURY N/B | 0.001811 |  |
| US TREASURY N/B | 0.001788 |  |
| US TREASURY N/B | 0.001635 |  |
| U.S. Treasury STRIPS Coupon | 0.001596 |  |
| NRMLT 2024-RTL1 A1 | 0.001573 |  |
| FNMA, Other | 0.001359 |  |
| PG&E RECOV FND | 0.001334 |  |
| Progress Residential Trust, Series 2025-SFR5, Class B | 0.001302 |  |
| GNMA II, 30 Year | 0.001260 |  |
| FNMA ACES, Series 2024-M2, Class A2 | 0.001223 |  |
| FNMA, REMIC, Series 2018-75, Class UZ | 0.001220 |  |
| GNMA II, 30 Year | 0.001210 |  |
| FNMA UMBS, 30 Year | 0.001125 |  |
| TPMT 2021-R1 A1 | 0.001123 |  |
| Progress Residential Trust, Series 2025-SFR5, Class A | 0.001122 |  |
| US TREASURY N/B | 0.001114 |  |
| U.S. Treasury STRIPS Coupon | 0.001098 |  |
| NRMLT 2024-RTL2 A1 | 0.001091 |  |
| American Credit Acceptance Receivables Trust, Series 2024-3, Class D | 0.001089 |  |
| BOEING CO | 0.001072 |  |
| FNMA, Other | 0.001065 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012778` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012778/0002071691-26-012778-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012764` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012764/0002071691-26-012764-index.htm>

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