Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JPSRX vs JSMAX
Shared holdings
8
JPSRX covered by JSMAX
21.13%
JSMAX covered by JPSRX
21.13%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
JPSRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMorgan Equity Index Fund, Class R6 | 36.05% | |
| JPMorgan Core Plus Bond Fund, Class R6 | 20.91% | |
| JPMorgan BetaBuilders International Equity ETF | 16.50% | |
| JPMorgan High Yield Fund, Class R6 | 4.19% | |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 3.69% | |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | 3.01% | |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 2.99% | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.83% | |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 1.50% | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 1.33% | |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.95% | |
| US TREASURY N/B | 0.21% | |
| US TREASURY N/B | 0.16% | |
| US TREASURY N/B | 0.16% | |
| US TREASURY N/B | 0.14% | |
| US TREASURY N/B | 0.14% | |
| US TREASURY N/B | 0.12% | |
| US TREASURY N/B | 0.11% | |
| US TREASURY N/B | 0.11% | |
| US TREASURY N/B | 0.10% | |
| US TREASURY N/B | 0.10% | |
| US TREASURY N/B | 0.09% | |
| US TREASURY N/B | 0.09% | |
| US TREASURY N/B | 0.07% | |
| United States Treasury Strip Coupon | 0.06% | |
| US TREASURY N/B | 0.06% | |
| US TREASURY N/B | 0.06% | |
| US TREASURY N/B | 0.06% | |
| US TREASURY N/B | 0.05% | |
| U.S. Treasury STRIPS Coupon | 0.04% | |
| US TREASURY N/B | 0.04% | |
| U.S. Treasury STRIPS 0.000%, Due 02/15/2037 | 0.03% | |
| U.S. Treasury STRIPS Coupon | 0.03% | |
| FNMA, Other | 0.03% | |
| US TREASURY N/B | 0.03% | |
| US TREASURY N/B | 0.03% | |
| US TREASURY N/B | 0.03% | |
| US TREASURY N/B | 0.03% | |
| PG&E RECOV FND | 0.03% | |
| U.S. Treasury STRIPS Coupon | 0.03% | |
| FNMA, Other | 0.03% | |
| Progress Residential Trust, Series 2025-SFR5, Class B | 0.03% | |
| FNMA UMBS, 30 Year | 0.02% | |
| FNMA, REMIC, Series 2018-75, Class UZ | 0.02% | |
| FNMA UMBS, 30 Year | 0.02% | |
| NRMLT 2024-RTL2 A1 | 0.02% | |
| FNMA, Other | 0.02% | |
| FNMA ACES, Series 2024-M2, Class A2 | 0.02% | |
| FNMA, Other | 0.02% | |
| GreatAmerica Leasing Receivables Funding LLC, Series 2024-1, Class A4 | 0.02% |
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% |
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