Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

JMSSX vs SRJAX

Shared holdings
9
JMSSX covered by SRJAX
20.83%
SRJAX covered by JMSSX
20.83%

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.

JMSSX (March 31, 2026)

SecurityWeight
JPMorgan Equity Index Fund, Class R645.81%
JPMorgan BetaBuilders International Equity ETF20.92%
JPMorgan Core Plus Bond Fund, Class R68.73%
JPMorgan BetaBuilders US Mid Cap Equity ETF5.11%
JPMorgan BetaBuilders Emerging Markets Equity ETF3.97%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R63.78%
JPMorgan Core Bond R62.91%
JPMorgan BetaBuilders U.S. Small Cap Equity ETF2.54%
JPMorgan High Yield Fund, Class R62.09%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.85%
JPMorgan BetaBuilders MSCI US REIT ETF1.71%
JPMorgan Emerging Markets Debt Fund, Class R60.42%
US TREASURY N/B0.16%
US ULTRA BOND CBT Sep250.01%

SRJAX (March 31, 2026)

SecurityWeight
JPMorgan Core Plus Bond Fund, Class R620.88%
JPMorgan International Research Enhanced Equity ETF9.45%
JPMorgan U.S. Research Enhanced Equity Fund, Class R68.70%
JPM-US EQTY-R68.60%
JPMorgan Growth Advantage Fund, Class R68.33%
JPMorgan Value Advantage Fund, Class R68.29%
JPMorgan Core Bond R66.96%
JPMorgan Global Select Equity ETF6.75%
JPMorgan International Equity Fund, Class R65.10%
JPMorgan High Yield Fund, Class R64.19%
JPMorgan BetaBuilders US Mid Cap Equity ETF2.87%
JPMorgan ActiveBuilders Emerging Markets Equity ETF2.06%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R61.79%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.57%
JPMorgan Realty Income ETF1.01%
JPMorgan Emerging Markets Debt Fund, Class R60.96%
JPMorgan Small Cap Equity Fund, Class R60.77%
JPMorgan Emerging Markets Equity Fund, Class R60.49%
JPMorgan Small Cap Value Fund, Class R60.39%
JPMorgan Small Cap Growth Fund, Class R60.39%
JPMorgan BetaBuilders MSCI US REIT ETF0.33%
US TREASURY N/B0.11%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.