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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.59 | 4.62 | 0.03 |
Stocks | 50.00 | 50.00 | 0.00 |
Bonds | 45.14 | 45.54 | 0.40 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.12 | 0.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.31 | 18.15 |
Price to Book | 2.91 | 3.08 |
Price to Sales | 1.97 | 2.06 |
Price to Cash Flow | 12.04 | 11.93 |
Dividend Yield | 1.85 | 2.01 |
5 Years Earnings Growth | 11.46 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.73 | 22.92 |
Financial Services | 15.40 | 14.97 |
Consumer Cyclical | 12.43 | 10.09 |
Industrials | 12.36 | 10.85 |
Healthcare | 11.78 | 13.37 |
Communication Services | 6.52 | 7.19 |
Energy | 4.96 | 5.45 |
Consumer Defensive | 4.69 | 6.31 |
Basic Materials | 3.27 | 3.52 |
Real Estate | 2.61 | 3.56 |
Utilities | 2.26 | 3.04 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 22.95 | - | - | |
JPMorgan Core Plus Bond R6 | - | 11.34 | - | - | |
JPMorgan US Equity R6 | - | 9.45 | - | - | |
JPMorgan Large Cap Growth R6 | - | 5.75 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.62 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 5.32 | - | - | |
JPMorgan Income R6 | - | 5.13 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 3.49 | - | - | |
JPMorgan Value Advantage R6 | - | 3.29 | - | - | |
JPMorgan Large Cap Value R6 | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.77B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.51B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.42B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.67B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 15.99B | 6.63 | 8.17 | 13.14 |
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