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OGGCX vs OIBFX

Shared holdings
23
OGGCX covered by OIBFX
62.54%
OIBFX covered by OGGCX
62.54%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 24 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OGGCX (March 31, 2026)

SecurityWeight
JPM-US EQTY-R612.63%
JPMorgan Large Cap Growth Fund, Class R611.38%
JPMorgan Large Cap Value Fund, Class R610.04%
JPMorgan International Research Enhanced Equity ETF8.01%
JPMorgan Core Bond R67.89%
JPMorgan U.S. Research Enhanced Equity Fund, Class R67.56%
JPMorgan U.S. GARP Equity Fund, Class R65.22%
JPMorgan Small & Mid Cap Enhanced Equity ETF4.43%
JPMorgan International Equity Fund, Class R64.42%
JPMorgan Global Select Equity ETF3.33%
JPMorgan Equity Income Fund, Class R63.13%
JPMorgan Value Advantage Fund, Class R63.02%
JPMorgan International Focus Fund, Class R62.90%
JPMorgan Emerging Markets Equity Fund, Class R62.82%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R62.51%
JPMorgan Europe Dynamic Fund, Class R62.35%
JPMorgan Mid Cap Growth Fund, Class R61.75%
JPMorgan Core Plus Bond Fund, Class R61.46%
JPMorgan High Yield Fund, Class R61.41%
JPMorgan Small Cap Value Fund, Class R61.36%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.14%
JPMorgan Income Fund, Class R60.49%
JPMorgan Emerging Markets Debt Fund, Class R60.43%
JPMorgan Small Cap Equity Fund, Class R60.32%

OIBFX (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%

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