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OGBCX vs JSMAX

Shared holdings
14
OGBCX covered by JSMAX
62.05%
JSMAX covered by OGBCX
62.05%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OGBCX (March 31, 2026)

SecurityWeight
JPMorgan Core Bond R623.03%
JPMorgan Core Plus Bond Fund, Class R612.24%
JPM-US EQTY-R68.37%
JPMorgan Income Fund, Class R65.42%
JPMorgan International Research Enhanced Equity ETF5.26%
JPMorgan U.S. Research Enhanced Equity Fund, Class R65.19%
JPMorgan Large Cap Growth Fund, Class R65.09%
JPMorgan Large Cap Value Fund, Class R64.04%
JPMorgan U.S. GARP Equity Fund, Class R63.56%
JPMorgan Value Advantage Fund, Class R63.21%
JPMorgan Equity Income Fund, Class R63.15%
JPMorgan Small & Mid Cap Enhanced Equity ETF3.02%
JPMorgan High Yield Fund, Class R62.71%
JPMorgan Global Select Equity ETF2.47%
JPMorgan Limited Duration Bond ETF2.02%
JPMorgan Short Duration Core Plus Fund, Class R61.46%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R61.33%
JPMorgan Mid Cap Growth Fund, Class R61.32%
JPMorgan International Equity Fund, Class R61.21%
JPMorgan Europe Dynamic Fund, Class R61.07%
JPMorgan Emerging Markets Debt Fund, Class R61.06%
JPMorgan Emerging Markets Equity Fund, Class R60.96%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD0.96%
JPMorgan Flexible Debt ETF0.85%
JPMorgan Small Cap Value Fund, Class R60.55%
JPMorgan Small Cap Equity Fund, Class R60.45%

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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