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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.24 | 1.69 | 1.45 |
Shares | 99.76 | 99.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.05 | 21.14 |
Price to Book | 4.48 | 4.03 |
Price to Sales | 3.80 | 2.81 |
Price to Cash Flow | 15.39 | 13.99 |
Dividend Yield | 1.33 | 1.56 |
5 Years Earnings Growth | 9.61 | 10.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.35 | 29.81 |
Financial Services | 16.07 | 14.91 |
Consumer Cyclical | 12.61 | 10.54 |
Industrials | 9.54 | 9.12 |
Healthcare | 8.60 | 11.66 |
Communication Services | 7.69 | 9.11 |
Utilities | 5.02 | 2.65 |
Energy | 4.21 | 3.37 |
Consumer Defensive | 3.25 | 5.62 |
Basic Materials | 1.99 | 2.67 |
Real Estate | 0.66 | 2.24 |
Number of long holdings: 54
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.84 | 503.72 | -0.42% | |
NVIDIA | US67066G1040 | 6.29 | 170.02 | -0.40% | |
Apple | US0378331005 | 5.98 | 212.16 | +1.46% | |
Amazon.com | US0231351067 | 4.75 | 225.21 | -0.50% | |
Meta Platforms | US30303M1027 | 4.14 | 709.03 | -0.19% | |
Wells Fargo&Co | US9497461015 | 3.39 | 79.33 | +0.59% | |
Broadcom | US11135F1012 | 3.17 | 278.40 | -0.91% | |
Mastercard | US57636Q1040 | 2.89 | 553.51 | +0.57% | |
American Express | US0258161092 | 2.43 | 310.36 | -0.09% | |
Alphabet A | US02079K3059 | 2.38 | 183.81 | +0.99% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.55B | -3.45 | 4.78 | 10.66 | ||
JPM US Equity Income Fund B Net Inc | 2.55B | -3.46 | 4.77 | 10.66 | ||
JPM US Equity Income Fund C Net Acc | 2.55B | -3.30 | 5.14 | 11.03 | ||
JPM US Equity Income Fund C Net Inc | 2.55B | -3.27 | 5.15 | 11.03 | ||
JPM US Equity Income Fund X Net Acc | 2.55B | -3.00 | 5.87 | 11.89 |
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