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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.750 | 1.750 | 0.000 |
Stocks | 98.240 | 98.970 | 0.730 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.024 | 20.107 |
Price to Book | 4.431 | 3.974 |
Price to Sales | 3.328 | 2.677 |
Price to Cash Flow | 15.381 | 14.054 |
Dividend Yield | 1.401 | 1.674 |
5 Years Earnings Growth | 12.909 | 11.422 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.470 | 30.004 |
Financial Services | 12.740 | 11.977 |
Consumer Cyclical | 11.700 | 11.053 |
Healthcare | 11.220 | 13.541 |
Communication Services | 8.330 | 7.651 |
Industrials | 7.870 | 8.400 |
Consumer Defensive | 4.480 | 7.431 |
Energy | 3.420 | 3.193 |
Utilities | 2.600 | 3.180 |
Real Estate | 2.190 | 1.530 |
Basic Materials | 1.980 | 2.039 |
Number of long holdings: 165
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.14 | 140.22 | +0.39% | |
Microsoft | US5949181045 | 6.83 | 439.33 | +0.94% | |
Apple | US0378331005 | 6.80 | 258.20 | +1.15% | |
Amazon.com | US0231351067 | 3.98 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 2.80 | 607.75 | +1.32% | |
Alphabet A | US02079K3059 | 2.04 | 196.11 | +0.76% | |
Mastercard | US57636Q1040 | 1.66 | 535.71 | +1.28% | |
Alphabet C | US02079K1079 | 1.56 | 197.57 | +0.81% | |
UnitedHealth | US91324P1021 | 1.54 | 506.10 | -0.05% | |
Berkshire Hathaway B | US0846707026 | 1.49 | 458.66 | +0.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17B | 20.33 | 9.25 | 8.71 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.23B | 20.65 | 9.53 | 8.98 | ||
JPMorgan Hedged Equity A | 1.5B | 20.07 | 8.99 | 8.44 | ||
JPMorgan SmartRetirement Blend Inc6 | 712.57M | 10.62 | 2.83 | 4.66 | ||
JPMorgan SmartRetirement Income R6 | 375.3M | 10.55 | 2.85 | 4.62 |
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