Fund comparison · from official SEC filings
JBBSX vs JPBRX: how much do they overlap?
JPMorgan SmartRetirement Blend 2025 Fund and JPMorgan SmartRetirement Blend 2035 Fund
vs
JBBSX and JPBRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JBBSX
JPBRX
O
OGFAXJPMORGAN EQUITY INDEX-R6
22.24%
36.05%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
10.11%
20.92%
B
BBINJPM BETABUILDERS INTL EQTY
10.13%
16.51%
J
JHYUXJPMORGAN HIGH YIELD-R6
6.96%
4.20%
B
BBMCJPM BETABUILDERS US MID CAP
2.93%
3.69%
B
BBEMJPMORGAN BETABUILDERS EM EQT
1.88%
3.01%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.87%
2.99%
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.54%
1.50%
B
BBSCJPMORGAN BETABUILDERS US SC
1.64%
1.83%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.75%
0.95%
B
BBREJPM BETABLDRS MSCI US REIT
0.84%
1.33%
T
T 3.875 08.15.34US TREASURY N/B
0.88%
0.16%
T
T 4.25 11.15.34US TREASURY N/B
0.70%
0.03%
T
T 3.875 02.15.43US TREASURY N/B
0.54%
0.02%
T
T 1.375 08.15.50US TREASURY N/B
0.39%
0.03%
T
T 4 02.15.34US TREASURY N/B
0.25%
0.11%
S
S 0 08.15.40STRIPS
0.25%
0.03%
S
S 0 08.15.34STRIPS
0.24%
0.01%
T
T 4.875 10.31.30US TREASURY N/B
0.22%
0.21%
S
S 0 05.15.37STRIPS
0.18%
0.04%
T
T 3.875 08.31.32US TREASURY N/B
0.16%
0.03%
F
FN BF0578FN BF0578
0.14%
0.02%
P
PROG 2025.SFR5 BPROG 2025-SFR5 B
0.13%
0.03%
P
PCG 5.231 06.01.42 A-2PG&E RECOVERY FND LLC
0.13%
0.03%
F
FNR 2018.75 UZFNR 2018-75 UZ
0.12%
0.02%
Only in JBBSX
J
JCPIJP MORGAN INFLATION MGD BOND
4.56%
T
T 4.125 02.29.32US TREASURY N/B
1.06%
T
T 3.625 03.31.30US TREASURY N/B
0.91%
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 4.125 08.15.44US TREASURY N/B
0.44%
T
T 3.875 08.15.33US TREASURY N/B
0.38%
T
T 3 08.15.52US TREASURY N/B
0.36%
T
T 4.375 08.15.43US TREASURY N/B
0.23%
T
T 3.5 01.31.30US TREASURY N/B
0.20%
T
T 3.125 08.31.29US TREASURY N/B
0.11%
F
FN FS4476FN FS4476
0.10%
T
T 3.75 04.30.27US TREASURY N/B
0.10%
W
WFC 4.3 07.22.27 GMTNWELLS FARGO & COMPANY
0.09%
F
FN BS7167FN BS7167
0.09%
F
FHR 5147 PCFHR 5147 PC
0.09%
T
T 3.875 09.30.29US TREASURY N/B
0.08%
F
FR SD7018FR SD7018
0.07%
F
FN CA8637FN CA8637
0.07%
F
FR QH9845FR QH9845
0.07%
O
OLIT 2024.HB2 M1OLIT 2024-HB2 M1
0.07%
O
OCTL 2024-2A COCTL 2024-2A C
0.07%
G
GCAR 2025-2A CGCAR 2025-2A C
0.07%
F
FN BM3226FN BM3226
0.07%
F
FR SD0781FR SD0781
0.07%
Only in JPBRX
T
T 4.125 01.31.27US TREASURY N/B
0.16%
T
T 4.5 11.15.33US TREASURY N/B
0.14%
T
T 3 08.15.48US TREASURY N/B
0.14%
T
T 4.25 01.31.30US TREASURY N/B
0.12%
T
T 3.5 11.15.28US TREASURY N/B
0.10%
T
T 1.375 10.31.28US TREASURY N/B
0.10%
T
T 3.625 12.31.30US TREASURY N/B
0.09%
T
T 1.375 11.15.31US TREASURY N/B
0.09%
T
T 4.25 11.30.26US TREASURY N/B
0.07%
T
T 3.75 04.15.28US TREASURY N/B
0.06%
T
T 4 11.15.35US TREASURY N/B
0.06%
T
T 4.125 08.15.53US TREASURY N/B
0.05%
F
FN BZ2434FN BZ2434
0.03%
T
T 4.25 05.15.35US TREASURY N/B
0.03%
F
FN BZ0896FN BZ0896
0.02%
F
FN BL1460FN BL1460
0.02%
T
T 4.625 02.15.40US TREASURY N/B
0.02%
G
G2 DB0470G2 DB0470
0.02%
F
FN BL2999FN BL2999
0.02%
D
DBSG 2024-ALTA ADBSG 2024-ALTA A
0.02%
F
FN CB1908FN CB1908
0.02%
F
FR QI5618FR QI5618
0.02%
F
FR SD3684FR SD3684
0.02%
T
T 4.25 02.15.54US TREASURY N/B
0.02%
P
PROG 2024.SFR3 DPROG 2024-SFR3 D
0.02%
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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.