Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SRJSX vs SMTAX
Shared holdings
22
SRJSX covered by SMTAX
89.33%
SMTAX covered by SRJSX
89.33%
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.
SRJSX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMorgan Core Plus Bond Fund, Class R6 | 20.88% | |
| JPMorgan International Research Enhanced Equity ETF | 9.45% | |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 8.70% | |
| JPM-US EQTY-R6 | 8.60% | |
| JPMorgan Growth Advantage Fund, Class R6 | 8.33% | |
| JPMorgan Value Advantage Fund, Class R6 | 8.29% | |
| JPMorgan Core Bond R6 | 6.96% | |
| JPMorgan Global Select Equity ETF | 6.75% | |
| JPMorgan International Equity Fund, Class R6 | 5.10% | |
| JPMorgan High Yield Fund, Class R6 | 4.19% | |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 2.87% | |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 2.06% | |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 1.79% | |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 1.57% | |
| JPMorgan Realty Income ETF | 1.01% | |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.96% | |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.77% | |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.49% | |
| JPMorgan Small Cap Value Fund, Class R6 | 0.39% | |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.39% | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.33% | |
| US TREASURY N/B | 0.11% |
SMTAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMorgan Core Plus Bond Fund, Class R6 | 13.99% | |
| JPMorgan International Research Enhanced Equity ETF | 10.95% | |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 10.03% | |
| JPM-US EQTY-R6 | 9.92% | |
| JPMorgan Growth Advantage Fund, Class R6 | 9.66% | |
| JPMorgan Value Advantage Fund, Class R6 | 9.61% | |
| JPMorgan Global Select Equity ETF | 7.82% | |
| JPMorgan International Equity Fund, Class R6 | 5.91% | |
| JPMorgan Core Bond R6 | 4.66% | |
| JPMorgan BetaBuilders US Mid Cap Equity ETF | 3.35% | |
| JPMorgan High Yield Fund, Class R6 | 3.02% | |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | 2.54% | |
| JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | 2.08% | |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 1.60% | |
| JPMorgan Realty Income ETF | 1.18% | |
| JPMorgan Small Cap Equity Fund, Class R6 | 0.91% | |
| JPMorgan Emerging Markets Equity Fund, Class R6 | 0.68% | |
| JPMorgan Emerging Markets Debt Fund, Class R6 | 0.66% | |
| JPMorgan Small Cap Value Fund, Class R6 | 0.46% | |
| JPMorgan Small Cap Growth Fund, Class R6 | 0.46% | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.39% | |
| US TREASURY N/B | 0.11% |
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