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JNEAX vs JSMAX

Shared holdings
9
JNEAX covered by JSMAX
15.13%
JSMAX covered by JNEAX
15.13%

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.

JNEAX (March 31, 2026)

SecurityWeight
JPMorgan Equity Index Fund, Class R648.97%
JPMorgan BetaBuilders International Equity ETF22.40%
JPMorgan BetaBuilders US Mid Cap Equity ETF5.48%
JPMorgan Core Plus Bond Fund, Class R64.93%
JPMorgan BetaBuilders Emerging Markets Equity ETF4.20%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R64.01%
JPMorgan BetaBuilders U.S. Small Cap Equity ETF2.72%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.93%
JPMorgan BetaBuilders MSCI US REIT ETF1.82%
JPMorgan Core Bond R61.64%
JPMorgan High Yield Fund, Class R61.46%
JPMorgan Emerging Markets Debt Fund, Class R60.25%
US TREASURY N/B0.19%
US ULTRA BOND CBT Sep250.01%

JSMAX (March 31, 2026)

SecurityWeight
JPMorgan Core Bond R627.72%
JPMorgan U.S. Research Enhanced Equity Fund, Class R612.68%
JPM-US EQTY-R612.54%
JPMorgan Core Plus Bond Fund, Class R69.24%
JPMorgan International Research Enhanced Equity ETF7.67%
JPMorgan High Yield Fund, Class R65.60%
JPMorgan Global Select Equity ETF5.49%
JPMorgan International Equity Fund, Class R64.14%
JPMorgan BetaBuilders US Mid Cap Equity ETF3.80%
JPMorgan Inflation Managed Bond ETF2.09%
JPMorgan ActiveBuilders Emerging Markets Equity ETF1.49%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R61.46%
JPMorgan Emerging Markets Debt Fund, Class R61.33%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.24%
JPMorgan Small Cap Equity Fund, Class R61.04%
JPMorgan Realty Income ETF0.82%
JPMorgan Small Cap Growth Fund, Class R60.52%
JPMorgan Small Cap Value Fund, Class R60.52%
JPMorgan BetaBuilders MSCI US REIT ETF0.27%
JPMorgan Emerging Markets Equity Fund, Class R60.27%
US TREASURY N/B0.08%

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