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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.110 | 3.140 | 0.030 |
Stocks | 89.500 | 89.500 | 0.000 |
Bonds | 7.330 | 7.330 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.924 | 17.612 |
Price to Book | 2.562 | 2.551 |
Price to Sales | 1.860 | 1.779 |
Price to Cash Flow | 11.338 | 10.685 |
Dividend Yield | 2.165 | 2.195 |
5 Years Earnings Growth | 10.906 | 11.434 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.620 | 22.265 |
Financial Services | 15.140 | 14.932 |
Healthcare | 11.410 | 12.597 |
Industrials | 11.300 | 11.574 |
Consumer Cyclical | 11.100 | 11.038 |
Communication Services | 7.000 | 6.475 |
Consumer Defensive | 6.250 | 6.145 |
Real Estate | 4.610 | 3.794 |
Energy | 4.260 | 4.581 |
Basic Materials | 3.990 | 4.222 |
Utilities | 2.320 | 2.374 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 48.74 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 23.02 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.49 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.28 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.17 | - | - | |
JPMorgan Core Plus Bond R6 | - | 3.97 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.71 | - | - | |
JPMorgan Core Bond R6 | - | 1.99 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.82 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 0.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.39B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.25B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.53B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.61B | 0.52 | 0.60 | 1.60 |
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