
Please try another search
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 | 17.583 |
Price to Book | 2.505 | 2.471 |
Price to Sales | 1.887 | 1.808 |
Price to Cash Flow | 10.801 | 10.116 |
Dividend Yield | 2.217 | 2.252 |
5 Years Earnings Growth | 10.009 | 10.483 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.140 | 19.830 |
Financial Services | 17.370 | 15.986 |
Industrials | 10.930 | 11.198 |
Consumer Cyclical | 10.630 | 10.716 |
Healthcare | 10.620 | 12.134 |
Communication Services | 7.460 | 6.988 |
Consumer Defensive | 6.160 | 6.772 |
Real Estate | 4.710 | 4.774 |
Energy | 3.840 | 4.342 |
Basic Materials | 3.380 | 4.119 |
Utilities | 2.760 | 3.169 |
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 | 24.57B | 2.66 | 2.05 | 1.94 | ||
JPMorgan Core Bond Select | 22.39B | 2.70 | 1.91 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 14.5B | 2.53 | 2.33 | 2.12 | ||
JPMorgan Short Duration Bond R6 | 7.82B | 2.27 | 3.94 | 2.16 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 1.71 | 4.50 | 2.83 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review