Fund comparison · from official SEC filings
JPBRX vs JRBBX: how much do they overlap?
JPMorgan SmartRetirement Blend 2035 Fund and JPMorgan SmartRetirement Blend 2030 Fund
vs
JPBRX and JRBBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JPBRX
JRBBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
36.05%
29.26%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
20.92%
9.23%
B
BBINJPM BETABUILDERS INTL EQTY
16.51%
13.36%
J
JHYUXJPMORGAN HIGH YIELD-R6
4.20%
5.59%
B
BBMCJPM BETABUILDERS US MID CAP
3.69%
2.81%
B
BBEMJPMORGAN BETABUILDERS EM EQT
3.01%
2.44%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.99%
2.42%
B
BBSCJPMORGAN BETABUILDERS US SC
1.83%
1.37%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.50%
1.60%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.95%
1.33%
B
BBREJPM BETABLDRS MSCI US REIT
1.33%
1.08%
T
T 4.25 11.15.34US TREASURY N/B
0.03%
0.61%
T
T 4.25 01.31.30US TREASURY N/B
0.12%
0.48%
T
T 3.875 08.15.34US TREASURY N/B
0.16%
0.47%
T
T 1.375 08.15.50US TREASURY N/B
0.03%
0.30%
T
T 4 02.15.34US TREASURY N/B
0.11%
0.24%
T
T 3.875 12.31.32US TREASURY N/B
0.06%
0.22%
T
T 4.5 11.15.33US TREASURY N/B
0.14%
0.18%
T
T 4 11.15.35US TREASURY N/B
0.06%
0.17%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
0.14%
T
T 4.25 05.15.35US TREASURY N/B
0.03%
0.16%
T
T 3.625 12.31.30US TREASURY N/B
0.09%
0.12%
T
T 4.25 11.30.26US TREASURY N/B
0.07%
0.12%
T
T 3.125 02.15.43US TREASURY N/B
0.11%
0.06%
F
FN BM6491FN BM6491
0.02%
0.11%
Only in JPBRX
T
T 4.875 10.31.30US TREASURY N/B
0.21%
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 1.375 11.15.31US TREASURY N/B
0.09%
T
T 3.75 04.15.28US TREASURY N/B
0.06%
T
T 4.125 08.15.53US TREASURY N/B
0.05%
T
T 3.875 08.31.32US TREASURY N/B
0.03%
F
FN FM7957FN FM7957
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%
T
T 4.25 02.15.54US TREASURY N/B
0.02%
G
GSMBS 2025-RPL3 A1GSMBS 2025-RPL3 A1
0.02%
P
PROG 2024.SFR3 DPROG 2024-SFR3 D
0.02%
F
FN DB3885FN DB3885
0.02%
F
FN BS7290FN BS7290
0.02%
P
PREF 2024-1A CPREF 2024-1A C
0.02%
G
GNR 2024.57 PTGNR 2024-57 PT
0.02%
S
SBALT 2024-B A3SBALT 2024-B A3
0.02%
Only in JRBBX
J
JCPIJP MORGAN INFLATION MGD BOND
2.08%
T
T 2.875 04.30.29US TREASURY N/B
0.93%
T
T 4.125 02.29.32US TREASURY N/B
0.78%
T
T 3.625 03.31.30US TREASURY N/B
0.53%
T
T 3.875 08.15.33US TREASURY N/B
0.44%
T
T 4.125 08.15.44US TREASURY N/B
0.44%
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 05.15.43US TREASURY N/B
0.18%
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 1.125 08.15.40US TREASURY N/B
0.17%
T
T 3 08.15.52US TREASURY N/B
0.13%
T
T 4.375 08.15.43US TREASURY N/B
0.12%
T
T 3.5 04.30.30US TREASURY N/B
0.11%
T
T 3.625 03.31.28US TREASURY N/B
0.11%
F
FN FS4476FN FS4476
0.08%
T
T 3.5 01.31.30US TREASURY N/B
0.08%
F
FN BZ6187FN BZ6187
0.07%
F
FHR 4995 QEFHR 4995 QE
0.07%
F
FN FS9143FN FS9143
0.07%
P
PROG 2025-SFR3 APROG 2025-SFR3 A
0.07%
F
FHR 5147 PCFHR 5147 PC
0.07%
T
T 1.875 02.15.51US TREASURY N/B
0.06%
T
T 3.625 08.15.43US TREASURY N/B
0.06%
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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.