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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.900 | 4.900 | 0.000 |
Stocks | 95.100 | 95.800 | 0.700 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.834 | 20.042 |
Price to Book | 4.265 | 3.916 |
Price to Sales | 2.915 | 2.543 |
Price to Cash Flow | 15.379 | 13.819 |
Dividend Yield | 1.354 | 1.680 |
5 Years Earnings Growth | 12.250 | 11.138 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.310 | 27.673 |
Healthcare | 12.480 | 14.007 |
Financial Services | 12.390 | 12.698 |
Consumer Cyclical | 12.140 | 10.674 |
Communication Services | 8.190 | 7.162 |
Industrials | 7.980 | 9.815 |
Consumer Defensive | 4.980 | 7.315 |
Energy | 4.020 | 3.812 |
Utilities | 2.250 | 3.231 |
Basic Materials | 2.210 | 1.865 |
Real Estate | 2.070 | 1.752 |
Number of long holdings: 173
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.52 | - | - | |
Apple Inc | - | 5.33 | - | - | |
NVIDIA Corp | - | 5.30 | - | - | |
Amazon.com Inc | - | 4.14 | - | - | |
Meta Platforms Inc Class A | - | 2.62 | - | - | |
Alphabet Inc Class A | - | 1.95 | - | - | |
Exxon Mobil Corp | - | 1.62 | - | - | |
Mastercard Inc Class A | - | 1.56 | - | - | |
Alphabet Inc Class C | - | 1.46 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15B | 3.13 | 5.27 | 7.73 | ||
JPMorgan Hedged Equity A | 1.36B | 3.04 | 5.00 | 7.45 | ||
JPMorgan SmartRetirement Blend Inc6 | 633.41M | 0.46 | 0.11 | 3.99 | ||
JPMorgan Hedged Equity Fund Class C | 489.66M | 2.90 | 4.48 | 6.92 | ||
JPMorgan SmartRetirement Income R6 | 370.04M | 0.81 | 0.14 | - |
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