Fund comparison · from official SEC filings
JBBSX vs JCBPX: how much do they overlap?
JPMorgan SmartRetirement Blend 2025 Fund and JPMorgan Core Bond Fund
vs
Shared holdings
Company
JBBSX
JCBPX
T
T 4 02.15.34US TREASURY N/B
0.25%
1.80%
T
T 3.875 08.15.34US TREASURY N/B
0.88%
1.51%
T
T 4.125 02.29.32US TREASURY N/B
1.06%
0.06%
T
T 4.25 11.15.34US TREASURY N/B
0.70%
0.85%
T
T 1 07.31.28US TREASURY N/B
0.72%
0.27%
S
S 0 08.15.35STRIPS
0.08%
0.65%
T
T 4.875 10.31.30US TREASURY N/B
0.22%
0.62%
T
T 3.875 02.15.43US TREASURY N/B
0.54%
0.01%
T
T 3.25 06.30.29US TREASURY N/B
0.03%
0.50%
T
T 1.375 08.15.50US TREASURY N/B
0.39%
0.44%
S
S 0 11.15.34STRIPS
0.09%
0.42%
T
T 3.875 08.15.33US TREASURY N/B
0.38%
0.03%
T
T 3 08.15.52US TREASURY N/B
0.36%
0.23%
S
S 0 02.15.37STRIPS
0.04%
0.35%
T
T 3.875 09.30.29US TREASURY N/B
0.08%
0.33%
G
G2 MA8148G2 MA8148
0.00%
0.28%
S
S 0 11.15.36STRIPS
0.04%
0.28%
S
S 0 08.15.34STRIPS
0.24%
0.28%
S
S 0 05.15.37STRIPS
0.18%
0.27%
S
S 0 08.15.40STRIPS
0.25%
0.03%
S
S 0 08.15.36STRIPS
0.08%
0.24%
S
S 0 05.15.36STRIPS
0.10%
0.24%
S
S 0 08.15.37STRIPS
0.02%
0.24%
F
FN BY4714FN BY4714
0.05%
0.23%
T
T 4.375 08.15.43US TREASURY N/B
0.23%
0.08%
Only in JBBSX
O
OGFAXJPMORGAN EQUITY INDEX-R6
22.24%
B
BBINJPM BETABUILDERS INTL EQTY
10.13%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
10.11%
J
JHYUXJPMORGAN HIGH YIELD-R6
6.96%
J
JCPIJP MORGAN INFLATION MGD BOND
4.56%
B
BBMCJPM BETABUILDERS US MID CAP
2.93%
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.54%
B
BBEMJPMORGAN BETABUILDERS EM EQT
1.88%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.87%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.75%
B
BBSCJPMORGAN BETABUILDERS US SC
1.64%
T
T 3.625 03.31.30US TREASURY N/B
0.91%
B
BBREJPM BETABLDRS MSCI US REIT
0.84%
T
T 4.125 08.31.30US TREASURY N/B
0.46%
T
T 4.125 08.15.44US TREASURY N/B
0.44%
T
T 3.5 01.31.30US TREASURY N/B
0.20%
T
T 3.875 08.31.32US TREASURY N/B
0.16%
F
FN BF0578FN BF0578
0.14%
P
PROG 2025.SFR5 BPROG 2025-SFR5 B
0.13%
F
FNR 2018.75 UZFNR 2018-75 UZ
0.12%
F
FN FM7957FN FM7957
0.12%
P
PROG 2025-SFR5 APROG 2025-SFR5 A
0.11%
T
T 3.875 12.31.32US TREASURY N/B
0.11%
F
FN BS7361FN BS7361
0.10%
F
FN FS4476FN FS4476
0.10%
Only in JCBPX
T
T 4.5 11.15.33US TREASURY N/B
2.35%
J
JINXXJPM PRIME MMKT-INST
1.74%
T
T 1.25 06.30.28US TREASURY N/B
1.40%
T
T 2.875 04.30.29US TREASURY N/B
1.13%
S
S 0 08.15.31STRIPS
0.86%
T
T 3.625 08.15.43US TREASURY N/B
0.85%
T
T 3.875 04.15.29US TREASURY N/B
0.74%
S
S 0 02.15.31STRIPS
0.70%
T
T 4.125 10.31.27US TREASURY N/B
0.60%
T
T 4.125 05.31.32US TREASURY N/B
0.50%
T
T 1.875 02.15.32US TREASURY N/B
0.49%
F
FNCL 2.5 6.11FNCL 2.5 6/11
0.48%
T
T 4.125 02.28.27US TREASURY N/B
0.47%
T
T 4.125 03.31.31US TREASURY N/B
0.44%
T
T 4 07.31.32US TREASURY N/B
0.43%
T
T 3.75 11.15.43US TREASURY N/B
0.42%
T
T 2.75 11.15.42US TREASURY N/B
0.41%
S
S 0 05.15.31STRIPS
0.40%
T
T 1.875 02.28.29US TREASURY N/B
0.39%
T
T 4.375 05.15.40US TREASURY N/B
0.38%
T
T 2.625 05.31.27US TREASURY N/B
0.37%
?
—Triad Holdings III LLC
0.33%
?
—CFIN 2022-RTL1 Issuer LLC
0.33%
?
—Ygrene Frn
0.33%
T
T 3.625 02.15.44US TREASURY N/B
0.32%
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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.
Informational and educational only — not investment advice.