Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JATUX vs JSMAX
Shared holdings
9
JATUX covered by JSMAX
15.03%
JSMAX covered by JATUX
15.03%
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.
JATUX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMorgan Equity Index Fund, Class R6 | 48.70% | |
| JPMorgan BetaBuilders International Equity ETF | 22.90% | |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 5.50% | |
| JPMorgan Core Plus Bond Fund, Class R6 | 4.87% | |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 4.15% | |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 4.12% | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2.69% | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.80% | |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 1.72% | |
| JPMorgan Core Bond R6 | 1.62% | |
| JPMorgan High Yield Fund, Class R6 | 1.44% | |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.25% | |
| US TREASURY N/B | 0.23% | |
| US ULTRA BOND CBT Sep25 | 0.01% |
JSMAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMorgan Core Bond R6 | 27.72% | |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 12.68% | |
| JPM-US EQTY-R6 | 12.54% | |
| JPMorgan Core Plus Bond Fund, Class R6 | 9.24% | |
| JPMorgan International Research Enhanced Equity ETF | 7.67% | |
| JPMorgan High Yield Fund, Class R6 | 5.60% | |
| JPMorgan Global Select Equity ETF | 5.49% | |
| JPMorgan International Equity Fund, Class R6 | 4.14% | |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 3.80% | |
| JPMorgan Inflation Managed Bond ETF | 2.09% | |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 1.49% | |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 1.46% | |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 1.33% | |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 1.24% | |
| JPMorgan Small Cap Equity Fund, Class R6 | 1.04% | |
| JPMorgan Realty Income ETF | 0.82% | |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.52% | |
| JPMorgan Small Cap Value Fund, Class R6 | 0.52% | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.27% | |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.27% | |
| US TREASURY N/B | 0.08% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.