Fund comparison · from official SEC filings
JBBSX vs JRBBX: how much do they overlap?
JPMorgan SmartRetirement Blend 2025 Fund and JPMorgan SmartRetirement Blend 2030 Fund
vs
JBBSX and JRBBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JBBSX
JRBBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
22.24%
29.26%
B
BBINJPM BETABUILDERS INTL EQTY
10.13%
13.36%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
10.11%
9.23%
J
JHYUXJPMORGAN HIGH YIELD-R6
6.96%
5.59%
J
JCPIJP MORGAN INFLATION MGD BOND
4.56%
2.08%
B
BBMCJPM BETABUILDERS US MID CAP
2.93%
2.81%
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.54%
1.60%
B
BBEMJPMORGAN BETABUILDERS EM EQT
1.88%
2.44%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.87%
2.42%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.75%
1.33%
B
BBSCJPMORGAN BETABUILDERS US SC
1.64%
1.37%
B
BBREJPM BETABLDRS MSCI US REIT
0.84%
1.08%
T
T 4.125 02.29.32US TREASURY N/B
1.06%
0.78%
T
T 3.625 03.31.30US TREASURY N/B
0.91%
0.53%
T
T 3.875 08.15.34US TREASURY N/B
0.88%
0.47%
T
T 1 07.31.28US TREASURY N/B
0.72%
0.03%
T
T 4.25 11.15.34US TREASURY N/B
0.70%
0.61%
T
T 3.875 02.15.43US TREASURY N/B
0.54%
0.02%
T
T 4.125 08.15.44US TREASURY N/B
0.44%
0.44%
T
T 3.875 08.15.33US TREASURY N/B
0.38%
0.44%
T
T 1.375 08.15.50US TREASURY N/B
0.39%
0.30%
T
T 3 08.15.52US TREASURY N/B
0.36%
0.13%
T
T 4 02.15.34US TREASURY N/B
0.25%
0.24%
S
S 0 08.15.40STRIPS
0.25%
0.07%
T
T 4.375 08.15.43US TREASURY N/B
0.23%
0.12%
Only in JBBSX
T
T 4.125 08.31.30US TREASURY N/B
0.46%
S
S 0 08.15.34STRIPS
0.24%
T
T 4.875 10.31.30US TREASURY N/B
0.22%
T
T 3.875 08.31.32US TREASURY N/B
0.16%
F
FN FM7957FN FM7957
0.12%
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%
S
S 0 11.15.34STRIPS
0.09%
T
T 3.875 09.30.29US TREASURY N/B
0.08%
G
GCAR 2025-2A CGCAR 2025-2A C
0.07%
F
FN BS0025FN BS0025
0.05%
G
GSMBS 2025-RPL3 A1GSMBS 2025-RPL3 A1
0.05%
P
PROG 2025.SFR3 CPROG 2025-SFR3 C
0.04%
G
G2 CV0172G2 CV0172
0.04%
G
G2 CV6673G2 CV6673
0.04%
G
GNR 2009.35 BZGNR 2009-35 BZ
0.03%
C
CFMT 2024-HB15 M1CFMT 2024-HB15 M1
0.03%
F
FN DB6039FN DB6039
0.03%
T
T 3.25 06.30.29US TREASURY N/B
0.03%
N
NRG 4.734 10.15.30 144ANRG ENERGY INC
0.03%
G
GALC 2024.1 A4GALC 2024-1 A4
0.03%
B
BACR V6.224 05.09.34BARCLAYS PLC
0.03%
F
FN BM6898FN BM6898
0.03%
O
OCTL 2023-3A BOCTL 2023-3A B
0.03%
Only in JRBBX
T
T 2.875 04.30.29US TREASURY N/B
0.93%
T
T 4.25 01.31.30US TREASURY N/B
0.48%
T
T 1.25 04.30.28US TREASURY N/B
0.28%
T
T 4.75 02.15.45US TREASURY N/B
0.27%
T
T 4.5 11.15.33US TREASURY N/B
0.18%
T
T 2.75 02.15.28US TREASURY N/B
0.18%
T
T 1.125 05.15.40US TREASURY N/B
0.17%
T
T 1.125 08.15.40US TREASURY N/B
0.17%
T
T 4 11.15.35US TREASURY N/B
0.17%
T
T 4.25 05.15.35US TREASURY N/B
0.16%
T
T 4.125 01.31.27US TREASURY N/B
0.14%
T
T 3.625 12.31.30US TREASURY N/B
0.12%
T
T 4.25 11.30.26US TREASURY N/B
0.12%
T
T 3.5 04.30.30US TREASURY N/B
0.11%
T
T 3.625 03.31.28US TREASURY N/B
0.11%
F
FN BZ2434FN BZ2434
0.08%
F
FN BZ6187FN BZ6187
0.07%
F
FN FS9143FN FS9143
0.07%
P
PROG 2025-SFR3 APROG 2025-SFR3 A
0.07%
T
T 1.875 02.15.51US TREASURY N/B
0.06%
T
T 3.625 08.15.43US TREASURY N/B
0.06%
F
FN BS8528FN BS8528
0.06%
F
FR SD3684FR SD3684
0.06%
F
FN FS0331FN FS0331
0.06%
E
ESART 2025-1 CESART 2025-1 C
0.05%
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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.