Fund comparison · from official SEC filings

JIBBX vs JRBBX: how much do they overlap?

JPMorgan SmartRetirement Blend Income Fund and JPMorgan SmartRetirement Blend 2030 Fund
Holdings overlap
76%
of assets, by weight
Shared positions
835
of 961 / 1,103 holdings
JIBBX expense ratio
0.27%
net, per year
JRBBX expense ratio
0.27%
net, per year
JIBBX and JRBBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JIBBX
JRBBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
20.83%
29.26%
B
BBINJPM BETABUILDERS INTL EQTY
9.51%
13.36%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
11.03%
9.23%
J
JHYUXJPMORGAN HIGH YIELD-R6
7.32%
5.59%
J
JCPIJP MORGAN INFLATION MGD BOND
5.16%
2.08%
M
MGMXXJPMORGAN US GOVT MMKT-IM
3.23%
1.60%
B
BBMCJPM BETABUILDERS US MID CAP
2.71%
2.81%
B
BBEMJPMORGAN BETABUILDERS EM EQT
1.74%
2.44%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.73%
2.42%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.80%
1.33%
B
BBSCJPMORGAN BETABUILDERS US SC
1.52%
1.37%
T
T 4.25 11.15.34US TREASURY N/B
1.38%
0.61%
B
BBREJPM BETABLDRS MSCI US REIT
0.78%
1.08%
T
T 4.125 02.29.32US TREASURY N/B
1.08%
0.78%
T
T 3.625 03.31.30US TREASURY N/B
0.25%
0.53%
T
T 4.25 01.31.30US TREASURY N/B
0.33%
0.48%
T
T 3.875 08.15.34US TREASURY N/B
0.36%
0.47%
T
T 3.875 08.15.33US TREASURY N/B
0.18%
0.44%
T
T 4.125 08.15.44US TREASURY N/B
0.29%
0.44%
T
T 1.375 08.15.50US TREASURY N/B
0.39%
0.30%
T
T 1.125 08.15.40US TREASURY N/B
0.28%
0.17%
S
S 0 08.15.40STRIPS
0.27%
0.07%
T
T 4 02.15.34US TREASURY N/B
0.23%
0.24%
T
T 3.875 02.15.43US TREASURY N/B
0.23%
0.02%
T
T 4.5 11.15.33US TREASURY N/B
0.23%
0.18%
Only in JIBBX
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 1.625 05.15.31US TREASURY N/B
0.29%
F
FN FM7957FN FM7957
0.11%
A
ACAR 2024-3 DACAR 2024-3 D
0.11%
T
T 3.875 08.31.32US TREASURY N/B
0.11%
T
T 4.25 08.15.54US TREASURY N/B
0.10%
F
FN BS7290FN BS7290
0.10%
F
FN BS6802FN BS6802
0.10%
T
T 3.125 08.31.27US TREASURY N/B
0.09%
F
FHMS KJ45 A2FHMS KJ45 A2
0.08%
F
FHR 4257 DZFHR 4257 DZ
0.08%
G
GCAR 2025-2A CGCAR 2025-2A C
0.07%
A
AMSR 2024.SFR1 CAMSR 2024-SFR1 C
0.07%
F
FN BS7385FN BS7385
0.07%
S
S 0 05.15.27STRIPS
0.06%
G
G2 CI8525G2 CI8525
0.06%
F
FN BL9652FN BL9652
0.05%
F
FN CB2635FN CB2635
0.05%
F
FN BF0189FN BF0189
0.05%
T
T 3.25 05.15.42US TREASURY N/B
0.05%
P
PROG 2025.SFR3 CPROG 2025-SFR3 C
0.04%
F
FN BS3939FN BS3939
0.04%
F
FN CB3874FN CB3874
0.04%
F
FR QJ5547FR QJ5547
0.04%
Only in JRBBX
T
T 2.875 04.30.29US TREASURY N/B
0.93%
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 3.875 12.31.32US TREASURY N/B
0.22%
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 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 3.5 04.30.30US TREASURY N/B
0.11%
F
FN BZ2434FN BZ2434
0.08%
T
T 3.5 01.31.30US TREASURY N/B
0.08%
F
FN BZ6187FN BZ6187
0.07%
T
T 3.5 02.15.33US TREASURY N/B
0.07%
F
FN BZ2030FN BZ2030
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%
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%
F
FN BS7167FN BS7167
0.05%
F
FR RA6815FR RA6815
0.05%
Hold JIBBX and JRBBX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.