Compare fund portfolios

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

vs

JSMIX vs SRJAX

Shared holdings
20
JSMIX covered by SRJAX
66.00%
SRJAX covered by JSMIX
66.00%

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.

JSMIX (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%

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.