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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.05 | 2.54 | 0.49 |
Shares | 97.94 | 97.94 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.97 | 16.76 |
Price to Book | 2.81 | 3.31 |
Price to Sales | 2.04 | 1.95 |
Price to Cash Flow | 11.25 | 11.35 |
Dividend Yield | 2.51 | 2.42 |
5 Years Earnings Growth | 9.01 | 8.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.73 | 18.99 |
Industrials | 14.04 | 9.44 |
Healthcare | 13.43 | 12.03 |
Technology | 11.82 | 21.76 |
Consumer Defensive | 8.36 | 7.60 |
Consumer Cyclical | 7.77 | 9.11 |
Energy | 5.92 | 6.97 |
Utilities | 4.46 | 5.98 |
Real Estate | 3.03 | 3.74 |
Communication Services | 2.36 | 6.21 |
Basic Materials | 2.09 | 3.66 |
Number of long holdings: 137
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.89 | 77.78 | -3.53% | |
Bank of America | US0605051046 | 3.05 | 45.66 | -3.41% | |
Philip Morris | US7181721090 | 2.48 | 162.96 | -0.66% | |
Charles Schwab | US8085131055 | 2.46 | 95.53 | -2.25% | |
JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 2.38 | - | - | |
Eaton | IE00B8KQN827 | 2.32 | 381.29 | -0.89% | |
Microsoft | US5949181045 | 2.27 | 524.11 | -1.76% | |
Air Products | US0091581068 | 2.05 | 281.75 | -2.13% | |
American Express | US0258161092 | 2.03 | 294.27 | -1.68% | |
Deere&Company | US2441991054 | 1.99 | 500.98 | -4.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Inc | 2.54B | -3.45 | 4.78 | 10.66 | ||
JPM US Equity Income Fund C Net Acc | 2.54B | -3.30 | 5.14 | 11.03 | ||
JPM US Equity Income Fund C Net Inc | 2.54B | -3.27 | 5.15 | 11.03 | ||
JPM US Equity Income Fund X Net Acc | 2.54B | -3.00 | 5.87 | 11.89 | ||
JP Morgan Emerging Markets B Net Ac | 2.33B | 7.27 | 3.75 | 7.17 |
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