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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.73 | 1.04 | 0.31 |
Shares | 99.26 | 99.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.66 | 20.99 |
Price to Book | 4.81 | 4.05 |
Price to Sales | 4.02 | 2.80 |
Price to Cash Flow | 16.75 | 14.61 |
Dividend Yield | 1.24 | 1.54 |
5 Years Earnings Growth | 10.55 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.08 | 29.27 |
Financial Services | 14.43 | 14.82 |
Consumer Cyclical | 12.75 | 10.74 |
Healthcare | 10.38 | 12.46 |
Industrials | 8.42 | 8.70 |
Communication Services | 6.43 | 8.92 |
Energy | 4.62 | 3.51 |
Utilities | 4.00 | 2.59 |
Basic Materials | 1.91 | 2.72 |
Consumer Defensive | 1.19 | 5.65 |
Real Estate | 0.79 | 2.26 |
Number of long holdings: 56
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.59 | 371.17 | -0.52% | |
Apple | US0378331005 | 8.07 | 196.28 | -3.40% | |
NVIDIA | US67066G1040 | 7.39 | 95.80 | -5.89% | |
Amazon.com | US0231351067 | 4.83 | 176.81 | -0.90% | |
Meta Platforms | US30303M1027 | 3.58 | 513.24 | -3.46% | |
Wells Fargo&Co | US9497461015 | 2.89 | 61.64 | -6.14% | |
Broadcom | US11135F1012 | 2.82 | 145.33 | -5.64% | |
Alphabet A | US02079K3059 | 2.81 | 149.85 | -0.58% | |
Baker Hughes | US05722G1004 | 2.68 | 37.68 | -7.78% | |
American Express | US0258161092 | 2.55 | 235.37 | -4.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.43B | 7.01 | 8.98 | 11.35 | ||
JPM US Equity Income Fund B Net Inc | 2.43B | 4.65 | 8.36 | 10.99 | ||
JPM US Equity Income Fund C Net Acc | 2.43B | 4.70 | 8.74 | 11.35 | ||
JPM US Equity Income Fund C Net Inc | 2.43B | 4.72 | 8.75 | 11.36 | ||
JPM US Equity Income Fund X Net Acc | 2.43B | 7.09 | 10.13 | 12.59 |
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