Fund comparison · from official SEC filings
JBBSX vs JIBBX: how much do they overlap?
JPMorgan SmartRetirement Blend 2025 Fund and JPMorgan SmartRetirement Blend Income Fund
vs
JBBSX and JIBBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JBBSX
JIBBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
22.24%
20.83%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
10.11%
11.03%
B
BBINJPM BETABUILDERS INTL EQTY
10.13%
9.51%
J
JHYUXJPMORGAN HIGH YIELD-R6
6.96%
7.32%
J
JCPIJP MORGAN INFLATION MGD BOND
4.56%
5.16%
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.54%
3.23%
B
BBMCJPM BETABUILDERS US MID CAP
2.93%
2.71%
B
BBEMJPMORGAN BETABUILDERS EM EQT
1.88%
1.74%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.87%
1.73%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.75%
1.80%
B
BBSCJPMORGAN BETABUILDERS US SC
1.64%
1.52%
T
T 4.25 11.15.34US TREASURY N/B
0.70%
1.38%
T
T 4.125 02.29.32US TREASURY N/B
1.06%
1.08%
T
T 3.625 03.31.30US TREASURY N/B
0.91%
0.25%
T
T 3.875 08.15.34US TREASURY N/B
0.88%
0.36%
B
BBREJPM BETABLDRS MSCI US REIT
0.84%
0.78%
T
T 3.875 02.15.43US TREASURY N/B
0.54%
0.23%
T
T 4.125 08.15.44US TREASURY N/B
0.44%
0.29%
T
T 1.375 08.15.50US TREASURY N/B
0.39%
0.39%
T
T 3.875 08.15.33US TREASURY N/B
0.38%
0.18%
T
T 3 08.15.52US TREASURY N/B
0.36%
0.18%
S
S 0 08.15.40STRIPS
0.25%
0.27%
T
T 4 02.15.34US TREASURY N/B
0.25%
0.23%
S
S 0 08.15.34STRIPS
0.24%
0.03%
T
T 4.375 08.15.43US TREASURY N/B
0.23%
0.08%
Only in JBBSX
T
T 1 07.31.28US TREASURY N/B
0.72%
T
T 4.125 08.31.30US TREASURY N/B
0.46%
T
T 4.875 10.31.30US TREASURY N/B
0.22%
T
T 3.5 01.31.30US TREASURY N/B
0.20%
T
T 3.875 12.31.32US TREASURY N/B
0.11%
T
T 3.125 08.31.29US TREASURY N/B
0.11%
F
FN BS7361FN BS7361
0.10%
T
T 3.75 04.30.27US TREASURY N/B
0.10%
F
FN BS7167FN BS7167
0.09%
T
T 3.875 09.30.29US TREASURY N/B
0.08%
O
OLIT 2024.HB2 M1OLIT 2024-HB2 M1
0.07%
F
FR RA6815FR RA6815
0.07%
F
FN CB1566FN CB1566
0.06%
B
BRDGE 2024.SFR1 CBRDGE 2024-SFR1 C
0.06%
D
DELL 6.2 07.15.30DELL INT LLC / EMC CORP
0.06%
G
GSMBS 2025-RPL3 A1GSMBS 2025-RPL3 A1
0.05%
T
T 3.5 02.15.33US TREASURY N/B
0.05%
F
FN BS7437FN BS7437
0.05%
D
DUK 5.404 03.01.44 ADUKE ENERGY PROG SC STOR
0.05%
H
HYNMTR 2.375 10.15.27 144AHYUNDAI CAPITAL AMERICA
0.04%
?
—Street Capital Group, Inc.
0.04%
G
G2 CV0172G2 CV0172
0.04%
V
VZMT 2024.7 AVZMT 2024-7 A
0.04%
F
FREMF 2019.K97 BFREMF 2019-K97 B
0.04%
F
FNR 2022.46 GZFNR 2022-46 GZ
0.04%
Only in JIBBX
T
T 4.625 02.15.35US TREASURY N/B
0.85%
T
T 1.125 08.31.28US TREASURY N/B
0.62%
T
T 4.25 01.31.30US TREASURY N/B
0.33%
T
T 1.625 05.15.31US TREASURY N/B
0.29%
T
T 1.125 08.15.40US TREASURY N/B
0.28%
T
T 4.5 11.15.33US TREASURY N/B
0.23%
T
T 3.625 02.15.53US TREASURY N/B
0.16%
T
T 3.625 03.31.28US TREASURY N/B
0.11%
A
ACAR 2024-3 DACAR 2024-3 D
0.11%
T
T 2.25 02.15.52US TREASURY N/B
0.10%
T
T 4.25 08.15.54US TREASURY N/B
0.10%
F
FN BS7290FN BS7290
0.10%
F
FN BS6802FN BS6802
0.10%
T
T 3.125 08.31.27US TREASURY N/B
0.09%
T
T 3.625 08.15.43US TREASURY N/B
0.09%
F
FHMS KJ45 A2FHMS KJ45 A2
0.08%
C
CAALT 2024-3A BCAALT 2024-3A B
0.08%
A
AMSR 2024.SFR1 CAMSR 2024-SFR1 C
0.07%
M
MEXPCP 5.5 08.17.30 144AEAGLE FUNDING LUXCO SARL
0.07%
F
FN BS7385FN BS7385
0.07%
S
S 0 05.15.27STRIPS
0.06%
T
T 4.25 11.30.26US TREASURY N/B
0.06%
G
G2 CI8525G2 CI8525
0.06%
F
FN BL9652FN BL9652
0.05%
F
FN CB2635FN CB2635
0.05%
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12% overlap
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.