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Fund comparison · from official SEC filings

JMBRX vs JSBPX: how much do they overlap?

JPMorgan SmartRetirement Blend 2045 Fund and JPMorgan SmartRetirement Blend 2065 Fund
Holdings overlap
94%
of assets, by weight
Shared positions
15
of 15 / 15 holdings
JMBRX expense ratio
0.27%
net, per year
JSBPX expense ratio
0.67%
net, per year
JMBRX and JSBPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JMBRX
JSBPX
O
OGFAXJPMORGAN EQUITY INDEX-R6
45.81%
48.45%
B
BBINJPM BETABUILDERS INTL EQTY
20.92%
22.83%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
8.73%
4.71%
B
BBMCJPM BETABUILDERS US MID CAP
5.11%
5.57%
B
BBEMJPMORGAN BETABUILDERS EM EQT
3.97%
4.23%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
3.78%
3.96%
J
JCBUXJPMORGAN CORE BOND-R6
2.91%
1.57%
B
BBSCJPMORGAN BETABUILDERS US SC
2.54%
2.75%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.85%
2.20%
J
JHYUXJPMORGAN HIGH YIELD-R6
2.10%
1.40%
B
BBREJPM BETABLDRS MSCI US REIT
1.71%
1.87%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.42%
0.24%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
0.25%
?
—N/A
0.00%
0.00%
O
OGW3Generic 3rd 'OGW' Future
-0.01%
-0.04%
Only in JMBRX
Nothing exclusive.
Only in JSBPX
Nothing exclusive.
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JMBRX vs JPTBXJPMorgan SmartRetirement Blend 2055 Fund
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JMBRX vs JAABXJPMorgan SmartRetirement Blend 2060 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.