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SMTSX vs JSMAX

Shared holdings
20
SMTSX covered by JSMAX
65.65%
JSMAX covered by SMTSX
65.65%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SMTSX (March 31, 2026)

SecurityWeight
JPMorgan Core Plus Bond Fund, Class R613.99%
JPMorgan International Research Enhanced Equity ETF10.95%
JPMorgan U.S. Research Enhanced Equity Fund, Class R610.03%
JPM-US EQTY-R69.92%
JPMorgan Growth Advantage Fund, Class R69.66%
JPMorgan Value Advantage Fund, Class R69.61%
JPMorgan Global Select Equity ETF7.82%
JPMorgan International Equity Fund, Class R65.91%
JPMorgan Core Bond R64.66%
JPMorgan BetaBuilders US Mid Cap Equity ETF3.35%
JPMorgan High Yield Fund, Class R63.02%
JPMorgan ActiveBuilders Emerging Markets Equity ETF2.54%
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R62.08%
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD1.60%
JPMorgan Realty Income ETF1.18%
JPMorgan Small Cap Equity Fund, Class R60.91%
JPMorgan Emerging Markets Equity Fund, Class R60.68%
JPMorgan Emerging Markets Debt Fund, Class R60.66%
JPMorgan Small Cap Value Fund, Class R60.46%
JPMorgan Small Cap Growth Fund, Class R60.46%
JPMorgan BetaBuilders MSCI US REIT ETF0.39%
US TREASURY N/B0.11%

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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