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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.090 | 6.110 | 0.020 |
Shares | 39.980 | 39.980 | 0.000 |
Bonds | 53.800 | 53.820 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.112 | 17.481 |
Price to Book | 2.505 | 2.459 |
Price to Sales | 1.887 | 1.801 |
Price to Cash Flow | 10.801 | 10.056 |
Dividend Yield | 2.217 | 2.255 |
5 Years Earnings Growth | 10.009 | 10.567 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.140 | 19.802 |
Financial Services | 17.370 | 15.998 |
Industrials | 10.930 | 11.149 |
Consumer Cyclical | 10.630 | 10.741 |
Healthcare | 10.620 | 12.150 |
Communication Services | 7.460 | 6.986 |
Consumer Defensive | 6.160 | 6.733 |
Real Estate | 4.710 | 4.779 |
Energy | 3.840 | 4.382 |
Basic Materials | 3.380 | 4.126 |
Utilities | 2.760 | 3.184 |
Number of long holdings: 683
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.40 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.48 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 9.96 | - | - | |
JPMorgan High Yield R6 | - | 6.64 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.03 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.81 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.85 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.85 | - | - | |
United States Treasury Notes 4.25% | - | 1.82 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.22B | 3.51 | 2.40 | 2.02 | ||
JPMorgan Core Bond Select | 22.09B | 3.46 | 2.23 | 1.84 | ||
JPMorgan Core Plus Bond R6 | 14.23B | 3.25 | 2.65 | 2.19 | ||
JPMorgan Short Duration Bond R6 | 8.1B | 2.38 | 4.14 | 2.18 | ||
JPMorgan Strategic Income Opps Sel | 7.58B | 1.27 | 4.20 | 2.80 |
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