Fund comparison · from official SEC filings
JFQUX vs JSMAX: how much do they overlap?
JPMorgan Investor Balanced Fund and JPMorgan SmartRetirement 2030 Fund
vs
JFQUX and JSMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JFQUX
JSMAX
J
JCBUXJPMORGAN CORE BOND-R6
23.03%
27.72%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
5.19%
12.68%
J
JUEMXJPMORGAN US EQUITY-R6
8.37%
12.54%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
12.24%
9.24%
J
JIREJPMORGAN INT RES ENH EQTY
5.26%
7.67%
J
JHYUXJPMORGAN HIGH YIELD-R6
2.71%
5.60%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
2.47%
5.49%
J
JNEMXJPMORGAN INTL EQTY-R6
1.21%
4.14%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.33%
1.46%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.06%
1.33%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.96%
1.24%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
0.45%
1.04%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.96%
0.27%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.55%
0.52%
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 JSMAX
B
BBMCJPM BETABUILDERS US MID CAP
3.80%
J
JCPIJP MORGAN INFLATION MGD BOND
2.09%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
1.49%
J
JPREJPMORGAN REALTY INCOME ETF
0.82%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.52%
B
BBREJPM BETABLDRS MSCI US REIT
0.27%
T
T 4.125 01.31.27US TREASURY N/B
0.08%
?
—N/A
-0.01%
Hold JFQUX and JSMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
JSMAX vs JNSAXJPMorgan SmartRetirement 2025 Fund
88% overlap
JSMAX vs JSIIXJPMorgan SmartRetirement Income Fund
86% overlap
JFQUX vs JFBUXJPMorgan Investor Growth & Income Fund
84% overlap
JFQUX vs JFLJXJPMorgan Investor Conservative Growth Fund
80% overlap
JSMAX vs JSAAXJPMorgan SmartRetirement 2045 Fund
65% 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.