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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.64 | 4.68 | 0.04 |
Stocks | 67.75 | 67.75 | 0.00 |
Bonds | 27.47 | 27.47 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.92 | 17.39 |
Price to Book | 2.56 | 2.57 |
Price to Sales | 1.86 | 1.80 |
Price to Cash Flow | 11.34 | 10.81 |
Dividend Yield | 2.17 | 2.09 |
5 Years Earnings Growth | 10.89 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.65 | 21.64 |
Financial Services | 15.15 | 15.01 |
Healthcare | 11.41 | 12.56 |
Industrials | 11.25 | 11.53 |
Consumer Cyclical | 11.08 | 10.93 |
Communication Services | 7.03 | 6.67 |
Consumer Defensive | 6.27 | 6.29 |
Real Estate | 4.57 | 4.01 |
Energy | 4.27 | 4.57 |
Basic Materials | 3.99 | 4.28 |
Utilities | 2.32 | 2.50 |
Number of long holdings: 737
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 37.01 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 17.55 | - | - | |
JPMorgan Core Plus Bond R6 | - | 15.09 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.89 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 3.30 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 3.16 | - | - | |
JPMorgan High Yield R6 | - | 2.59 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 2.52 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 1.97 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.41B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 20.25B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.58B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.94B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.48B | -0.10 | -1.78 | 2.03 |
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