Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Jpmorgan Investment Funds - Us Select Equity Fund X (acc) - Usd (0P00000DTZ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
934.730 +7.730    +0.83%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
ISIN:  LU0085143211 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.97B
JPMorgan Investment Funds - US Select Equity Fund 934.730 +7.730 +0.83%

0P00000DTZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the JPMorgan Investment Funds - US Select Equity Fund (0P00000DTZ) fund. Our JPMorgan Investment Funds - US Select Equity Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.210 1.920 0.710
Stocks 98.770 98.770 0.000
Bonds 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.083 20.360
Price to Book 4.492 3.922
Price to Sales 3.334 2.654
Price to Cash Flow 15.373 14.280
Dividend Yield 1.428 1.569
5 Years Earnings Growth 12.310 12.116

Sector Allocation

Name  Net % Category Average
Technology 29.630 28.533
Healthcare 15.240 12.801
Financial Services 13.080 16.702
Consumer Cyclical 12.820 10.054
Industrials 9.400 8.595
Communication Services 6.080 8.216
Energy 4.330 3.434
Utilities 3.130 2.382
Basic Materials 2.480 2.791
Real Estate 2.390 2.401
Consumer Defensive 1.430 5.610

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 64

Number of short holdings: 9

Name ISIN Weight % Last Change %
  Microsoft US5949181045 9.50 417.00 +1.00%
  NVIDIA US67066G1040 5.36 141.95 -3.22%
  Amazon.com US0231351067 5.26 197.12 -0.64%
  Apple US0378331005 4.95 229.87 +0.59%
  Meta Platforms US30303M1027 3.49 559.14 -0.70%
  UnitedHealth US91324P1021 2.79 590.87 -1.11%
  AbbVie US00287Y1091 2.69 176.95 +3.04%
  NXP NL0009538784 2.64 226.38 +0.81%
  McDonald’s US5801351017 2.54 290.28 +0.63%
  Alphabet A US02079K3059 2.52 164.76 -1.71%

Top Equity Funds by JPMorgan Asset Management (Europe) S.à r.l.

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPI Global Income Fund C dist USD h 17.93B 10.31 3.12 4.85
  JPI Global Income Fund C mth USD he 17.93B 10.32 3.13 4.85
  JPI Global Income Fund D acc USD he 17.93B 9.47 2.09 3.81
  JPI Global Income Fund D mth USD he 17.93B 9.44 2.05 3.79
  Global Income Fund C div USD hedged 17.93B 10.33 3.13 4.87
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00000DTZ Comments

Write your thoughts about Jpmorgan Investment Funds - Us Select Equity Fund X (acc) - Usd
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email