Fund comparison · from official SEC filings
JNABX vs JPTBX: how much do they overlap?
JPMorgan SmartRetirement Blend 2050 Fund and JPMorgan SmartRetirement Blend 2055 Fund
vs
JNABX and JPTBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JNABX
JPTBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
48.98%
48.83%
B
BBINJPM BETABUILDERS INTL EQTY
22.40%
22.71%
B
BBMCJPM BETABUILDERS US MID CAP
5.48%
5.47%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.93%
4.92%
B
BBEMJPMORGAN BETABUILDERS EM EQT
4.20%
4.19%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
4.01%
4.15%
B
BBSCJPMORGAN BETABUILDERS US SC
2.72%
2.72%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.93%
1.68%
B
BBREJPM BETABLDRS MSCI US REIT
1.82%
1.81%
J
JCBUXJPMORGAN CORE BOND-R6
1.64%
1.64%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.46%
1.46%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
0.25%
T
T 4.125 01.31.27US TREASURY N/B
0.19%
0.21%
?
—N/A
0.00%
0.00%
O
OGW3Generic 3rd 'OGW' Future
-0.02%
-0.03%
Only in JNABX
Nothing exclusive.
Only in JPTBX
Nothing exclusive.
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99% overlap
JNABX vs JSBPXJPMorgan SmartRetirement Blend 2065 Fund
99% overlap
JNABX vs JMBRXJPMorgan SmartRetirement Blend 2045 Fund
94% overlap
JPTBX vs JMBRXJPMorgan SmartRetirement Blend 2045 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.