Fund comparison · from official SEC filings
JIBBX vs JPBRX: how much do they overlap?
JPMorgan SmartRetirement Blend Income Fund and JPMorgan SmartRetirement Blend 2035 Fund
vs
JIBBX and JPBRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JIBBX
JPBRX
O
OGFAXJPMORGAN EQUITY INDEX-R6
20.83%
36.05%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
11.03%
20.92%
B
BBINJPM BETABUILDERS INTL EQTY
9.51%
16.51%
J
JHYUXJPMORGAN HIGH YIELD-R6
7.32%
4.20%
B
BBMCJPM BETABUILDERS US MID CAP
2.71%
3.69%
M
MGMXXJPMORGAN US GOVT MMKT-IM
3.23%
1.50%
B
BBEMJPMORGAN BETABUILDERS EM EQT
1.74%
3.01%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.73%
2.99%
B
BBSCJPMORGAN BETABUILDERS US SC
1.52%
1.83%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.80%
0.95%
T
T 4.25 11.15.34US TREASURY N/B
1.38%
0.03%
B
BBREJPM BETABLDRS MSCI US REIT
0.78%
1.33%
T
T 1.375 08.15.50US TREASURY N/B
0.39%
0.03%
T
T 3.875 08.15.34US TREASURY N/B
0.36%
0.16%
T
T 4.25 01.31.30US TREASURY N/B
0.33%
0.12%
S
S 0 08.15.40STRIPS
0.27%
0.03%
T
T 3.875 02.15.43US TREASURY N/B
0.23%
0.02%
T
T 4 02.15.34US TREASURY N/B
0.23%
0.11%
T
T 4.5 11.15.33US TREASURY N/B
0.23%
0.14%
T
T 3.125 02.15.43US TREASURY N/B
0.18%
0.11%
S
S 0 05.15.37STRIPS
0.16%
0.04%
N
NRMLT 2024-RTL1 A1NRMLT 2024-RTL1 A1
0.16%
0.02%
F
FN BF0578FN BF0578
0.14%
0.02%
P
PCG 5.231 06.01.42 A-2PG&E RECOVERY FND LLC
0.13%
0.03%
P
PROG 2025.SFR5 BPROG 2025-SFR5 B
0.13%
0.03%
Only in JIBBX
J
JCPIJP MORGAN INFLATION MGD BOND
5.16%
T
T 4.125 02.29.32US TREASURY N/B
1.08%
T
T 4.625 02.15.35US TREASURY N/B
0.85%
T
T 1.125 08.31.28US TREASURY N/B
0.62%
T
T 4.125 08.15.44US TREASURY N/B
0.29%
T
T 1.625 05.15.31US TREASURY N/B
0.29%
T
T 1.125 08.15.40US TREASURY N/B
0.28%
T
T 3.625 03.31.30US TREASURY N/B
0.25%
T
T 3.875 05.15.43US TREASURY N/B
0.19%
T
T 3 08.15.52US TREASURY N/B
0.18%
T
T 3.875 08.15.33US TREASURY N/B
0.18%
T
T 3.625 02.15.53US TREASURY N/B
0.16%
T
T 3.625 03.31.28US TREASURY N/B
0.11%
A
ACAR 2024-3 DACAR 2024-3 D
0.11%
F
FN CA8637FN CA8637
0.11%
T
T 2.25 02.15.52US TREASURY N/B
0.10%
T
T 4.25 08.15.54US TREASURY N/B
0.10%
T
T 3.125 08.31.27US TREASURY N/B
0.09%
T
T 3.625 08.15.43US TREASURY N/B
0.09%
F
FR QB4026FR QB4026
0.08%
F
FHMS KJ45 A2FHMS KJ45 A2
0.08%
C
CAALT 2024-3A BCAALT 2024-3A B
0.08%
F
FHR 4257 DZFHR 4257 DZ
0.08%
T
T 4.375 08.15.43US TREASURY N/B
0.08%
A
AMT 1.875 10.15.30AMERICAN TOWER CORP
0.08%
Only in JPBRX
T
T 4.875 10.31.30US TREASURY N/B
0.21%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
T
T 3 08.15.48US TREASURY N/B
0.14%
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 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%
T
T 1.625 11.15.50US TREASURY N/B
0.04%
F
FN BZ2434FN BZ2434
0.03%
T
T 4.25 05.15.35US TREASURY N/B
0.03%
F
FN BZ2030FN BZ2030
0.02%
F
FN BZ0896FN BZ0896
0.02%
G
GALC 2024.1 A4GALC 2024-1 A4
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%
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Unwrap your portfolio →Other comparisons you might like
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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.