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    | Name | Net % | Long % | Short % | 
|---|---|---|---|
| Cash | 0.39 | 3.39 | 3.00 | 
| Shares | 99.58 | 99.58 | 0.00 | 
| Bonds | 0.03 | 0.03 | 0.00 | 
| Ratios | Value | Category Average | 
|---|---|---|
| P/E Ratio | 18.07 | 15.91 | 
| Price to Book | 3.09 | 2.68 | 
| Price to Sales | 2.85 | 1.86 | 
| Price to Cash Flow | 11.58 | 10.29 | 
| Dividend Yield | 2.59 | 3.34 | 
| 5 Years Earnings Growth | 8.45 | 8.00 | 
| Name | Net % | Category Average | 
|---|---|---|
| Technology | 25.82 | 15.48 | 
| Financial Services | 20.36 | 19.12 | 
| Industrials | 12.67 | 12.65 | 
| Communication Services | 9.60 | 6.54 | 
| Healthcare | 8.32 | 12.06 | 
| Consumer Cyclical | 7.09 | 8.93 | 
| Utilities | 6.55 | 5.86 | 
| Energy | 4.57 | 5.86 | 
| Consumer Defensive | 3.66 | 11.45 | 
| Basic Materials | 0.80 | 4.19 | 
| Real Estate | 0.56 | 3.32 | 
Number of long holdings: 417
Number of short holdings: 144
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 7.46 | 519.79 | -1.14% | |
| Taiwan Semiconductor | TW0002330008 | 4.10 | 1,505.00 | 0.00% | |
| Meta Platforms | US30303M1027 | 3.26 | 655.13 | -1.70% | |
| Fidelity National Info | US31620M1062 | 2.81 | 62.38 | -0.02% | |
| Southern | US8425871071 | 2.37 | 93.96 | -1.17% | |
| Walt Disney | US2546871060 | 2.34 | 112.30 | +0.41% | |
| J&J | US4781601046 | 2.18 | 188.02 | -0.54% | |
| Relx | GB00B2B0DG97 | 2.03 | 3,354.00 | -0.59% | |
| Bank of America | US0605051046 | 1.97 | 53.15 | +0.22% | |
| Analog Devices | US0326541051 | 1.90 | 234.74 | +0.79% | 
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| JPM US Equity Income Fund X Net Acc | 2.48B | 3.05 | 5.46 | 12.69 | ||
| JPM US Equity Income Fund B Net Acc | 2.48B | 3.73 | 5.63 | 11.95 | ||
| JPM US Equity Income Fund B Net Inc | 2.48B | 3.71 | 5.62 | 11.95 | ||
| JPM US Equity Income Fund C Net Acc | 2.48B | 3.97 | 5.98 | 12.32 | ||
| JPM US Equity Income Fund C Net Inc | 2.48B | 4.00 | 5.99 | 12.33 | 
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