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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.71 | 4.73 | 0.02 |
Stocks | 67.18 | 67.18 | 0.00 |
Bonds | 27.78 | 27.78 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.22 | 0.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.69 | 17.42 |
Price to Book | 2.68 | 2.58 |
Price to Sales | 2.03 | 1.81 |
Price to Cash Flow | 11.64 | 10.88 |
Dividend Yield | 2.20 | 2.09 |
5 Years Earnings Growth | 11.25 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.48 | 21.72 |
Financial Services | 16.42 | 15.04 |
Consumer Cyclical | 12.19 | 10.89 |
Healthcare | 11.45 | 12.46 |
Industrials | 11.22 | 11.64 |
Communication Services | 5.94 | 6.74 |
Consumer Defensive | 5.02 | 6.22 |
Energy | 4.97 | 4.60 |
Real Estate | 4.79 | 3.98 |
Basic Materials | 3.13 | 4.24 |
Utilities | 2.38 | 2.47 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 19.26 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 10.12 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 8.95 | - | - | |
JPMorgan US Equity R6 | - | 8.95 | - | - | |
JPMorgan Value Advantage R6 | - | 8.59 | - | - | |
JPMorgan Growth Advantage R6 | - | 8.41 | - | - | |
JPMorgan Global Select Equity ETF | - | 6.95 | - | - | |
JPMorgan Core Bond R6 | - | 6.41 | - | - | |
JPMorgan International Equity R6 | - | 5.43 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.74B | -0.87 | -2.42 | 1.67 | ||
JPMorgan Core Bond Select | 20.5B | -1.04 | -2.62 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 12.8B | -0.50 | -2.30 | 1.88 | ||
JPMorgan Strategic Income Opps Sel | 6.98B | 2.58 | 2.83 | 2.46 | ||
JPMorgan Short Duration Bond R6 | 5.85B | 1.35 | 0.84 | 1.66 |
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