Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.08 | 4.10 | 0.02 |
Stocks | 76.95 | 76.95 | 0.00 |
Bonds | 18.65 | 18.65 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.25 | 0.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.68 | 17.23 |
Price to Book | 2.68 | 2.52 |
Price to Sales | 2.03 | 1.75 |
Price to Cash Flow | 11.64 | 10.60 |
Dividend Yield | 2.21 | 2.19 |
5 Years Earnings Growth | 11.26 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.49 | 21.59 |
Financial Services | 16.45 | 14.92 |
Consumer Cyclical | 12.20 | 10.91 |
Healthcare | 11.42 | 12.48 |
Industrials | 11.21 | 11.70 |
Communication Services | 5.94 | 6.55 |
Consumer Defensive | 5.03 | 6.32 |
Energy | 4.96 | 4.69 |
Real Estate | 4.79 | 3.96 |
Basic Materials | 3.13 | 4.33 |
Utilities | 2.37 | 2.56 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 12.91 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 11.56 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.22 | - | - | |
JPMorgan US Equity R6 | - | 10.21 | - | - | |
JPMorgan Value Advantage R6 | - | 9.81 | - | - | |
JPMorgan Growth Advantage R6 | - | 9.61 | - | - | |
JPMorgan Global Select Equity ETF | - | 7.94 | - | - | |
JPMorgan International Equity R6 | - | 6.20 | - | - | |
JPMorgan Core Bond R6 | - | 4.30 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.39 | - | - |
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 |
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.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review