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SMTYX vs JSMOX

Shared holdings
22
SMTYX covered by JSMOX
85.65%
JSMOX covered by SMTYX
85.65%

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.

SMTYX (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%

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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