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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.15 | 6.18 | 0.03 |
Stocks | 44.38 | 44.38 | 0.00 |
Bonds | 49.22 | 49.25 | 0.03 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 16.94 |
Price to Book | 2.78 | 2.51 |
Price to Sales | 2.08 | 1.76 |
Price to Cash Flow | 11.62 | 10.57 |
Dividend Yield | 2.20 | 2.24 |
5 Years Earnings Growth | 11.05 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.72 | 21.00 |
Financial Services | 15.21 | 15.07 |
Consumer Cyclical | 12.43 | 10.49 |
Industrials | 11.63 | 11.52 |
Healthcare | 11.45 | 12.12 |
Communication Services | 5.51 | 6.64 |
Consumer Defensive | 5.07 | 6.43 |
Energy | 4.74 | 5.01 |
Real Estate | 4.16 | 4.59 |
Basic Materials | 3.56 | 4.40 |
Utilities | 2.52 | 2.73 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.28 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.29 | - | - | |
JPMorgan US Equity R6 | - | 10.28 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.11 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.47 | - | - | |
JPMorgan High Yield R6 | - | 4.94 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.45 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 4.08 | - | - | |
JPMorgan International Equity R6 | - | 3.47 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.74B | -0.87 | -2.42 | 1.67 | ||
JPMorgan Core Bond Select | 20.45B | -1.04 | -2.62 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 12.82B | -0.50 | -2.30 | 1.88 | ||
JPMorgan Strategic Income Opps Sel | 7.02B | 2.58 | 2.83 | 2.46 | ||
JPMorgan Short Duration Bond R6 | 5.99B | 1.35 | 0.84 | 1.66 |
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