
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.62 | 3.63 | 0.01 |
Stocks | 68.81 | 68.81 | 0.00 |
Bonds | 27.42 | 27.42 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.05 | 0.06 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.99 | 17.56 |
Price to Book | 2.66 | 2.67 |
Price to Sales | 2.01 | 1.94 |
Price to Cash Flow | 11.86 | 11.28 |
Dividend Yield | 2.14 | 2.07 |
5 Years Earnings Growth | 10.01 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.26 | 22.51 |
Financial Services | 16.46 | 15.93 |
Consumer Cyclical | 11.28 | 10.92 |
Industrials | 10.72 | 11.22 |
Healthcare | 10.12 | 11.63 |
Communication Services | 7.53 | 7.25 |
Consumer Defensive | 5.87 | 5.94 |
Real Estate | 4.40 | 3.89 |
Energy | 3.45 | 4.11 |
Basic Materials | 3.33 | 3.87 |
Utilities | 2.56 | 2.73 |
Number of long holdings: 902
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 37.20 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 18.05 | - | - | |
JPMorgan Core Plus Bond R6 | - | 14.99 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.00 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 3.25 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 3.22 | - | - | |
JPMorgan High Yield R6 | - | 2.59 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 2.49 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 1.93 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.81B | 2.85 | 0.16 | 1.96 | ||
JPMorgan Core Bond Select | 22.07B | 2.93 | 0.03 | 1.80 | ||
JPMorgan Core Plus Bond R6 | 13.81B | 2.91 | 0.47 | 2.18 | ||
JPMorgan Short Duration Bond R6 | 7.7B | 1.24 | 3.09 | 2.10 | ||
JPMorgan Strategic Income Opps Sel | 7.57B | 0.59 | 3.98 | 2.76 |
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