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JATPX vs JSBSX

Shared holdings
14
JATPX covered by JSBSX
99.22%
JSBSX covered by JATPX
99.22%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

JATPX (March 31, 2026)

SecurityWeight
JPMorgan Equity Index Fund, Class R648.70%
JPMorgan BetaBuilders International Equity ETF22.90%
JPMorgan BetaBuilders US Mid Cap Equity ETF5.50%
JPMorgan Core Plus Bond Fund, Class R64.87%
JPMorgan BetaBuilders Emerging Markets Equity ETF4.15%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R64.12%
JPMorgan BetaBuilders U.S. Small Cap Equity ETF2.69%
JPMorgan BetaBuilders MSCI US REIT ETF1.80%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.72%
JPMorgan Core Bond R61.62%
JPMorgan High Yield Fund, Class R61.44%
JPMorgan Emerging Markets Debt Fund, Class R60.25%
US TREASURY N/B0.23%
US ULTRA BOND CBT Sep250.01%

JSBSX (March 31, 2026)

SecurityWeight
JPMorgan Equity Index Fund, Class R648.43%
JPMorgan BetaBuilders International Equity ETF22.82%
JPMorgan BetaBuilders US Mid Cap Equity ETF5.57%
JPMorgan Core Plus Bond Fund, Class R64.71%
JPMorgan BetaBuilders Emerging Markets Equity ETF4.23%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R63.96%
JPMorgan BetaBuilders U.S. Small Cap Equity ETF2.75%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD2.20%
JPMorgan BetaBuilders MSCI US REIT ETF1.87%
JPMorgan Core Bond R61.57%
JPMorgan High Yield Fund, Class R61.40%
US TREASURY N/B0.25%
JPMorgan Emerging Markets Debt Fund, Class R60.24%
US ULTRA BOND CBT Sep250.01%

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