Compare fund portfolios

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

vs

JRBYX vs JSMAX

Shared holdings
9
JRBYX covered by JSMAX
24.09%
JSMAX covered by JRBYX
24.09%

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.

JRBYX (March 31, 2026)

SecurityWeight
JPMorgan Equity Index Fund, Class R629.24%
JPMorgan BetaBuilders International Equity ETF13.36%
JPMorgan Core Plus Bond Fund, Class R69.22%
JPMorgan High Yield Fund, Class R65.59%
JPMorgan BetaBuilders US Mid Cap Equity ETF2.81%
JPMorgan BetaBuilders Emerging Markets Equity ETF2.44%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R62.42%
JPMorgan Inflation Managed Bond ETF2.08%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.60%
JPMorgan BetaBuilders U.S. Small Cap Equity ETF1.37%
JPMorgan Emerging Markets Debt Fund, Class R61.33%
JPMorgan BetaBuilders MSCI US REIT ETF1.08%
US TREASURY N/B0.93%
US TREASURY N/B0.78%
US TREASURY N/B0.61%
US TREASURY N/B0.53%
US TREASURY N/B0.48%
US TREASURY N/B0.47%
US TREASURY N/B0.44%
US TREASURY N/B0.44%
US TREASURY N/B0.30%
US TREASURY N/B0.28%
US TREASURY N/B0.27%
US TREASURY N/B0.24%
US TREASURY N/B0.22%
US TREASURY N/B0.18%
US TREASURY N/B0.18%
US TREASURY N/B0.18%
US TREASURY N/B0.17%
US TREASURY N/B0.17%
US TREASURY N/B0.17%
US TREASURY N/B0.16%
US TREASURY N/B0.14%
US TREASURY N/B0.13%
US TREASURY N/B0.12%
US TREASURY N/B0.12%
US TREASURY N/B0.12%
US TREASURY N/B0.11%
US TREASURY N/B0.11%
FNMA, Other0.11%
Progress Residential Trust, Series 2025-SFR5, Class B0.10%
FNMA ACES, Series 2024-M2, Class A20.09%
Progress Residential Trust, Series 2025-SFR5, Class A0.09%
PG&E RECOV FND0.09%
FNMA, Other0.09%
FNMA, REMIC, Series 2018-75, Class UZ0.08%
FNMA, Other0.08%
FNMA UMBS, 30 Year0.08%
Credit Acceptance Auto Loan Trust, Series 2024-2A, Class C0.08%
US TREASURY N/B0.08%

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%

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