Fund comparison · from official SEC filings
JPTBX vs JSBPX: how much do they overlap?
JPMorgan SmartRetirement Blend 2055 Fund and JPMorgan SmartRetirement Blend 2065 Fund
vs
JPTBX and JSBPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JPTBX
JSBPX
O
OGFAXJPMORGAN EQUITY INDEX-R6
48.83%
48.45%
B
BBINJPM BETABUILDERS INTL EQTY
22.71%
22.83%
B
BBMCJPM BETABUILDERS US MID CAP
5.47%
5.57%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.92%
4.71%
B
BBEMJPMORGAN BETABUILDERS EM EQT
4.19%
4.23%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
4.15%
3.96%
B
BBSCJPMORGAN BETABUILDERS US SC
2.72%
2.75%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.68%
2.20%
B
BBREJPM BETABLDRS MSCI US REIT
1.81%
1.87%
J
JCBUXJPMORGAN CORE BOND-R6
1.64%
1.57%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.46%
1.40%
T
T 4.125 01.31.27US TREASURY N/B
0.21%
0.25%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
0.24%
?
—N/A
0.00%
0.00%
O
OGW3Generic 3rd 'OGW' Future
-0.03%
-0.04%
Only in JPTBX
Nothing exclusive.
Only in JSBPX
Nothing exclusive.
Hold JPTBX and JSBPX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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JSBPX vs JAABXJPMorgan SmartRetirement Blend 2060 Fund
99% overlap
JSBPX vs JNABXJPMorgan SmartRetirement Blend 2050 Fund
99% overlap
JPTBX vs JMBRXJPMorgan SmartRetirement Blend 2045 Fund
94% overlap
JSBPX 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.