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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.46 | 4.33 | 1.87 |
Shares | 97.52 | 97.52 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.60 | 16.36 |
Price to Book | 2.61 | 3.28 |
Price to Sales | 1.93 | 1.89 |
Price to Cash Flow | 11.57 | 11.41 |
Dividend Yield | 2.64 | 2.43 |
5 Years Earnings Growth | 8.66 | 9.23 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.64 | 19.09 |
Healthcare | 15.94 | 12.77 |
Industrials | 13.25 | 9.02 |
Technology | 9.87 | 21.91 |
Consumer Defensive | 8.69 | 7.43 |
Consumer Cyclical | 8.23 | 8.72 |
Energy | 6.33 | 6.91 |
Utilities | 4.73 | 6.00 |
Real Estate | 2.85 | 3.87 |
Communication Services | 2.44 | 6.42 |
Basic Materials | 2.02 | 3.26 |
Number of long holdings: 159
Number of short holdings: 22
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.66 | 74.78 | +0.36% | |
Bank of America | US0605051046 | 2.72 | 44.13 | -0.25% | |
JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 2.51 | - | - | |
Philip Morris | US7181721090 | 2.46 | 180.59 | +1.53% | |
Charles Schwab | US8085131055 | 2.36 | 88.34 | +0.66% | |
UnitedHealth | US91324P1021 | 2.34 | 301.91 | +1.25% | |
ConocoPhillips | US20825C1045 | 2.08 | 85.35 | -0.29% | |
Eaton | IE00B8KQN827 | 2.00 | 320.20 | -1.42% | |
Air Products | US0091581068 | 1.97 | 278.91 | +2.10% | |
Chevron | US1667641005 | 1.92 | 136.70 | -0.88% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.45B | -7.25 | 2.14 | 9.81 | ||
JPM US Equity Income Fund B Net Inc | 2.45B | -7.26 | 2.12 | 9.81 | ||
JPM US Equity Income Fund C Net Acc | 2.45B | -7.14 | 2.49 | 10.17 | ||
JPM US Equity Income Fund X Net Acc | 2.45B | -6.96 | 3.19 | 11.03 | ||
JP Morgan Emerging Markets Fund I N | 2.19B | 0.98 | 0.47 | 5.78 |
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