Fund comparison · from official SEC filings
JFQUX vs JSIIX: how much do they overlap?
JPMorgan Investor Balanced Fund and JPMorgan SmartRetirement Income Fund
vs
JFQUX and JSIIX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JFQUX
JSIIX
J
JCBUXJPMORGAN CORE BOND-R6
23.03%
32.91%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
12.24%
10.96%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
5.19%
9.08%
J
JUEMXJPMORGAN US EQUITY-R6
8.37%
8.98%
J
JHYUXJPMORGAN HIGH YIELD-R6
2.71%
7.23%
J
JIREJPMORGAN INT RES ENH EQTY
5.26%
5.49%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
2.47%
3.94%
J
JNEMXJPMORGAN INTL EQTY-R6
1.21%
2.97%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.96%
2.88%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.06%
1.82%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.33%
1.05%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.96%
0.70%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
0.45%
0.75%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.55%
0.38%
Only in JFQUX
J
JMSFXJPMORGAN INCOME FUND-R6
5.42%
J
JLGMXJPMORGAN LARGE CAP GROW-R6
5.09%
J
JLVMXJPMORGAN LARGE CAP VALUE-R6
4.04%
?
—JPMorgan U.S. GARP Equity Fund
3.56%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
3.21%
O
OIEJXJPMORGAN EQUITY INCOME-R6
3.15%
J
JMEEJPM SMA & MID CAP EN EQ ET-U
3.02%
J
JPLDJPMORGAN LTD DURATION ETF
2.02%
J
JSDRXJPM SHRT DUR CORE PLUS-R6
1.46%
J
JMGMXJPMORGAN MID CAP GROWTH-R6
1.32%
V
VEUVXJPMORGAN EUROPE DYNAMIC-R6
1.07%
J
JFLXJPMORGAN FLEXIBLE DEBT ETF
0.85%
Only in JSIIX
J
JCPIJP MORGAN INFLATION MGD BOND
5.20%
B
BBMCJPM BETABUILDERS US MID CAP
2.73%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
1.76%
J
JPREJPMORGAN REALTY INCOME ETF
0.59%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.38%
B
BBREJPM BETABLDRS MSCI US REIT
0.20%
Hold JFQUX and JSIIX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
JSIIX vs JNSAXJPMorgan SmartRetirement 2025 Fund
98% overlap
JSIIX vs JSMAXJPMorgan SmartRetirement 2030 Fund
86% overlap
JFQUX vs JFBUXJPMorgan Investor Growth & Income Fund
84% overlap
JFQUX vs JFLJXJPMorgan Investor Conservative Growth Fund
80% overlap
JSIIX vs JFLJXJPMorgan Investor Conservative Growth Fund
64% overlap
JFQUX vs JNSAXJPMorgan SmartRetirement 2025 Fund
64% 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.