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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.15 | 1.66 | 0.51 |
Stocks | 98.81 | 98.81 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.79 | 15.26 |
Price to Book | 3.02 | 2.56 |
Price to Sales | 2.40 | 1.73 |
Price to Cash Flow | 12.06 | 9.76 |
Dividend Yield | 2.69 | 3.56 |
5 Years Earnings Growth | 9.65 | 8.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.89 | 14.59 |
Financial Services | 19.00 | 18.26 |
Consumer Cyclical | 10.51 | 8.41 |
Healthcare | 10.14 | 14.13 |
Industrials | 9.99 | 12.45 |
Communication Services | 6.20 | 6.64 |
Energy | 5.55 | 5.73 |
Consumer Defensive | 5.49 | 11.90 |
Utilities | 4.92 | 5.60 |
Real Estate | 2.81 | 3.77 |
Basic Materials | 2.49 | 3.97 |
Number of long holdings: 565
Number of short holdings: 134
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.20 | - | - | |
CME Group Inc Class A | - | 3.02 | - | - | |
UnitedHealth Group Inc | - | 2.96 | - | - | |
Meta Platforms Inc Class A | - | 2.91 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 2.90 | - | - | |
Prologis Inc | - | 2.77 | - | - | |
Coca-Cola Co | - | 2.45 | - | - | |
Vinci | FR0000125486 | 2.28 | 102.30 | -2.39% | |
AbbVie Inc | - | 2.17 | - | - | |
Exxon Mobil Corp | - | 2.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.41B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.41B | 4.18 | 7.38 | 11.55 | ||
JPM US Equity Income Fund B Net Inc | 3.41B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Acc | 3.41B | 4.33 | 7.76 | 11.90 | ||
JPM US Equity Income Fund C Net Inc | 3.41B | 4.34 | 7.76 | 11.91 |
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