Fund comparison · from official SEC filings
JMBRX vs JPTBX: how much do they overlap?
JPMorgan SmartRetirement Blend 2045 Fund and JPMorgan SmartRetirement Blend 2055 Fund
vs
JMBRX and JPTBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JMBRX
JPTBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
45.81%
48.83%
B
BBINJPM BETABUILDERS INTL EQTY
20.92%
22.71%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
8.73%
4.92%
B
BBMCJPM BETABUILDERS US MID CAP
5.11%
5.47%
B
BBEMJPMORGAN BETABUILDERS EM EQT
3.97%
4.19%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
3.78%
4.15%
J
JCBUXJPMORGAN CORE BOND-R6
2.91%
1.64%
B
BBSCJPMORGAN BETABUILDERS US SC
2.54%
2.72%
J
JHYUXJPMORGAN HIGH YIELD-R6
2.10%
1.46%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.85%
1.68%
B
BBREJPM BETABLDRS MSCI US REIT
1.71%
1.81%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.42%
0.25%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
0.21%
?
—N/A
0.00%
0.00%
O
OGW3Generic 3rd 'OGW' Future
-0.01%
-0.03%
Only in JMBRX
Nothing exclusive.
Only in JPTBX
Nothing exclusive.
Hold JMBRX and JPTBX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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JMBRX vs JNABXJPMorgan SmartRetirement Blend 2050 Fund
94% overlap
JMBRX vs JAABXJPMorgan SmartRetirement Blend 2060 Fund
94% overlap
JMBRX vs JSBPXJPMorgan SmartRetirement Blend 2065 Fund
94% 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.