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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.28 | 3.29 | 0.01 |
Stocks | 89.16 | 89.16 | 0.00 |
Bonds | 7.26 | 7.26 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.29 | 0.31 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.23 | 17.56 |
Price to Book | 2.76 | 2.54 |
Price to Sales | 2.09 | 1.78 |
Price to Cash Flow | 12.11 | 10.66 |
Dividend Yield | 2.03 | 2.20 |
5 Years Earnings Growth | 10.88 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.58 | 22.21 |
Financial Services | 16.49 | 14.94 |
Consumer Cyclical | 12.39 | 11.02 |
Healthcare | 11.30 | 12.61 |
Industrials | 11.28 | 11.60 |
Communication Services | 5.92 | 6.50 |
Consumer Defensive | 4.90 | 6.14 |
Energy | 4.86 | 4.61 |
Real Estate | 4.85 | 3.77 |
Basic Materials | 3.12 | 4.23 |
Utilities | 2.30 | 2.37 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan International Rsrch Enh Eq ETF | - | 13.29 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 11.89 | - | - | |
JPMorgan US Equity R6 | - | 11.73 | - | - | |
JPMorgan Value Advantage R6 | - | 11.52 | - | - | |
JPMorgan Growth Advantage R6 | - | 11.25 | - | - | |
JPMorgan Global Select Equity ETF | - | 9.14 | - | - | |
JPMorgan International Equity R6 | - | 7.05 | - | - | |
JPMorgan Core Plus Bond R6 | - | 4.98 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.01 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 3.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.57B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.44B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.64B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.64B | 0.52 | 0.60 | 1.60 |
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