Fund comparison · from official SEC filings

JAJKX vs JSMAX: how much do they overlap?

Name: JAJKX vs JSMAX holdings overlap
Creator: Unwrap.Fund

JPMorgan SmartRetirement 2070 Fund and JPMorgan SmartRetirement 2030 Fund

Fund A

Fund B

Holdings overlap

55%

of assets, by weight

Shared positions

of 23 / 22 holdings

JAJKX expense ratio

0.84%

net, per year

JSMAX expense ratio

0.79%

net, per year

JAJKX and JSMAX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JAJKX

JSMAX

JCBUXJPMORGAN CORE BOND-R6

1.67%

27.72%

JIREJPMORGAN INT RES ENH EQTY

13.07%

7.67%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

10.89%

12.68%

JUEMXJPMORGAN US EQUITY-R6

11.13%

12.54%

JCPUXJPMORGAN CORE PLUS BOND-R6

5.00%

9.24%

JGLOJPMORGAN GLBL SLCT EQ ETF

9.23%

5.49%

JNEMXJPMORGAN INTL EQTY-R6

6.97%

4.14%

JHYUXJPMORGAN HIGH YIELD-R6

1.49%

5.60%

JEMAJPMORGAN ACTIVEBUILDERS EMER

4.11%

1.49%

EMRSXJPM EMG MRKT RES ENH EQ-R6

2.46%

1.46%

JEMWXJPMORGAN EMERG MRKT EQ-R6

1.66%

0.27%

JPREJPMORGAN REALTY INCOME ETF

1.40%

0.82%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

0.26%

1.33%

MGMXXJPMORGAN US GOVT MMKT-IM

0.95%

1.24%

VSENXJPMORGAN SMALL CAP EQTY-R6

1.07%

1.04%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.55%

0.52%

JGSMXJPMORGAN SMALL CAP GROW-R6

0.54%

0.52%

BBREJPM BETABLDRS MSCI US REIT

0.46%

0.27%

T 4.125 01.31.27US TREASURY N/B

0.32%

0.08%

—N/A

-0.06%

-0.01%

Only in JAJKX

JGVVXJPMORGAN GROWTH ADVANTAG-R6

11.49%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

11.36%

SPMDSS SPDR P S&P 400 MIDCAP ETF

3.99%

Only in JSMAX

BBMCJPM BETABUILDERS US MID CAP

3.80%

JCPIJP MORGAN INFLATION MGD BOND

2.09%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.