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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.50 | 4.51 | 0.01 |
Stocks | 49.23 | 49.23 | 0.00 |
Bonds | 46.02 | 46.43 | 0.41 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.85 | 18.13 |
Price to Book | 2.82 | 3.07 |
Price to Sales | 1.91 | 2.06 |
Price to Cash Flow | 11.62 | 11.91 |
Dividend Yield | 1.99 | 2.02 |
5 Years Earnings Growth | 11.42 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.73 | 22.90 |
Financial Services | 15.50 | 14.99 |
Consumer Cyclical | 12.38 | 10.05 |
Industrials | 12.16 | 10.84 |
Healthcare | 11.87 | 13.34 |
Communication Services | 6.43 | 7.23 |
Energy | 5.03 | 5.52 |
Consumer Defensive | 4.78 | 6.29 |
Basic Materials | 3.22 | 3.51 |
Real Estate | 2.56 | 3.52 |
Utilities | 2.34 | 3.08 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 23.29 | - | - | |
JPMorgan Core Plus Bond R6 | - | 11.49 | - | - | |
JPMorgan US Equity R6 | - | 8.83 | - | - | |
JPMorgan Large Cap Growth R6 | - | 5.62 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.54 | - | - | |
JPMorgan Income R6 | - | 5.27 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 4.95 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 3.45 | - | - | |
JPMorgan Value Advantage R6 | - | 3.26 | - | - | |
JPMorgan Large Cap Value R6 | - | 3.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.13B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.25B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.38B | 12.11 | 10.08 | 13.41 |
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