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JSMAX vs JSMOX

Shared holdings
20
JSMAX covered by JSMOX
60.38%
JSMOX covered by JSMAX
60.38%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

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%

JSMOX (March 31, 2026)

SecurityWeight
JPMorgan International Research Enhanced Equity ETF12.91%
JPM-US EQTY-R611.87%
JPMorgan U.S. Research Enhanced Equity Fund, Class R611.75%
JPMorgan Value Advantage Fund, Class R611.36%
JPMorgan Growth Advantage Fund, Class R611.26%
JPMorgan Global Select Equity ETF9.23%
JPMorgan International Equity Fund, Class R67.16%
JPMorgan Core Plus Bond Fund, Class R64.75%
JPMorgan BetaBuilders US Mid Cap Equity ETF3.91%
JPMorgan ActiveBuilders Emerging Markets Equity ETF3.13%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R62.46%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.99%
JPMorgan Core Bond R61.58%
JPMorgan High Yield Fund, Class R61.40%
JPMorgan Realty Income ETF1.33%
JPMorgan Small Cap Equity Fund, Class R61.11%
JPMorgan Emerging Markets Equity Fund, Class R60.87%
JPMorgan Small Cap Value Fund, Class R60.51%
JPMorgan Small Cap Growth Fund, Class R60.50%
JPMorgan BetaBuilders MSCI US REIT ETF0.43%
JPMorgan Emerging Markets Debt Fund, Class R60.24%
US TREASURY N/B0.23%

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