Fund comparison · from official SEC filings
JCBPX vs JPBRX: how much do they overlap?
JPMorgan Core Bond Fund and JPMorgan SmartRetirement Blend 2035 Fund
vs
Shared holdings
Company
JCBPX
JPBRX
T
T 4.5 11.15.33US TREASURY N/B
2.35%
0.14%
T
T 4 02.15.34US TREASURY N/B
1.80%
0.11%
T
T 3.875 08.15.34US TREASURY N/B
1.51%
0.16%
T
T 4.25 11.15.34US TREASURY N/B
0.85%
0.03%
S
S 0 08.15.35STRIPS
0.65%
0.02%
T
T 4.875 10.31.30US TREASURY N/B
0.62%
0.21%
T
T 1.375 08.15.50US TREASURY N/B
0.44%
0.03%
S
S 0 11.15.34STRIPS
0.42%
0.01%
S
S 0 02.15.37STRIPS
0.35%
0.03%
S
S 0 11.15.36STRIPS
0.28%
0.01%
S
S 0 08.15.34STRIPS
0.28%
0.01%
S
S 0 05.15.37STRIPS
0.27%
0.04%
S
S 0 08.15.36STRIPS
0.24%
0.03%
S
S 0 05.15.36STRIPS
0.24%
0.01%
S
S 0 08.15.37STRIPS
0.24%
0.06%
F
FN BY4714FN BY4714
0.23%
0.01%
T
T 3.125 02.15.43US TREASURY N/B
0.21%
0.11%
F
FNA 2024.M2 A2FNA 2024-M2 A2
0.20%
0.02%
S
S 0 11.15.40STRIPS
0.20%
0.00%
F
FNR 2025-18 MAFNR 2025-18 MA
0.19%
0.01%
S
S 0 02.15.36STRIPS
0.19%
0.00%
S
S 0 02.15.35STRIPS
0.19%
0.01%
W
WFC V5.211 12.03.35WELLS FARGO & COMPANY
0.18%
0.01%
W
WFC V5.605 04.23.36WELLS FARGO & COMPANY
0.18%
0.00%
M
MEXPCP 5.5 08.17.30 144AEAGLE FUNDING LUXCO SARL
0.18%
0.01%
Only in JCBPX
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 3.25 06.30.29US TREASURY N/B
0.50%
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%
T
T 3.875 09.30.29US TREASURY N/B
0.33%
?
—Ygrene Frn
0.33%
Only in JPBRX
O
OGFAXJPMORGAN EQUITY INDEX-R6
36.05%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
20.92%
B
BBINJPM BETABUILDERS INTL EQTY
16.51%
J
JHYUXJPMORGAN HIGH YIELD-R6
4.20%
B
BBMCJPM BETABUILDERS US MID CAP
3.69%
B
BBEMJPMORGAN BETABUILDERS EM EQT
3.01%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.99%
B
BBSCJPMORGAN BETABUILDERS US SC
1.83%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.50%
B
BBREJPM BETABLDRS MSCI US REIT
1.33%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.95%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
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 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 3.875 12.31.32US 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 3.875 08.31.32US TREASURY N/B
0.03%
F
FN BZ0884FN BZ0884
0.03%
P
PROG 2025.SFR5 BPROG 2025-SFR5 B
0.03%
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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.