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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.40 | 3.41 | 0.01 |
Stocks | 84.93 | 84.93 | 0.00 |
Bonds | 11.35 | 11.35 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.27 | 0.29 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.25 | 17.39 |
Price to Book | 2.77 | 2.59 |
Price to Sales | 2.09 | 1.81 |
Price to Cash Flow | 12.12 | 10.88 |
Dividend Yield | 2.03 | 2.07 |
5 Years Earnings Growth | 10.88 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 22.15 |
Financial Services | 16.45 | 15.00 |
Consumer Cyclical | 12.40 | 11.03 |
Healthcare | 11.30 | 12.57 |
Industrials | 11.28 | 11.53 |
Communication Services | 5.92 | 6.66 |
Consumer Defensive | 4.88 | 6.25 |
Real Estate | 4.86 | 3.59 |
Energy | 4.86 | 4.52 |
Basic Materials | 3.12 | 4.26 |
Utilities | 2.30 | 2.44 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan International Rsrch Enh Eq ETF | - | 12.55 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 11.34 | - | - | |
JPMorgan US Equity R6 | - | 11.28 | - | - | |
JPMorgan Value Advantage R6 | - | 10.83 | - | - | |
JPMorgan Growth Advantage R6 | - | 10.76 | - | - | |
JPMorgan Global Select Equity ETF | - | 8.70 | - | - | |
JPMorgan Core Plus Bond R6 | - | 7.87 | - | - | |
JPMorgan International Equity R6 | - | 6.78 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.86 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 3.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.57B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.44B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.64B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.64B | 0.52 | 0.60 | 1.60 |
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