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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.27 | 6.31 | 0.04 |
Stocks | 44.52 | 44.52 | 0.00 |
Bonds | 49.05 | 49.07 | 0.02 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.95 | 16.99 |
Price to Book | 2.56 | 2.51 |
Price to Sales | 1.85 | 1.76 |
Price to Cash Flow | 11.29 | 10.54 |
Dividend Yield | 2.15 | 2.20 |
5 Years Earnings Growth | 10.89 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.58 | 20.95 |
Financial Services | 15.02 | 15.03 |
Healthcare | 11.46 | 12.23 |
Industrials | 11.38 | 11.45 |
Consumer Cyclical | 11.31 | 10.57 |
Communication Services | 6.89 | 6.54 |
Consumer Defensive | 6.21 | 6.49 |
Real Estate | 4.72 | 4.65 |
Energy | 4.18 | 4.97 |
Basic Materials | 3.97 | 4.43 |
Utilities | 2.28 | 2.70 |
Number of long holdings: 798
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 23.63 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 11.11 | - | - | |
JPMorgan Core Plus Bond R6 | - | 9.89 | - | - | |
JPMorgan High Yield R6 | - | 4.76 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.95 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 3.95 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.18 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 2.05 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 2.04 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 1.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.45B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.26B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.58B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.59B | 0.52 | 0.60 | 1.60 |
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