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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.07 | 1.62 | 0.55 |
Shares | 98.94 | 98.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.55 | 17.03 |
Price to Book | 2.79 | 3.42 |
Price to Sales | 2.07 | 2.00 |
Price to Cash Flow | 12.81 | 12.09 |
Dividend Yield | 2.51 | 2.35 |
5 Years Earnings Growth | 9.23 | 8.71 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.35 | 18.89 |
Healthcare | 15.79 | 12.27 |
Industrials | 13.37 | 9.44 |
Technology | 9.63 | 22.87 |
Consumer Defensive | 8.09 | 7.03 |
Consumer Cyclical | 7.50 | 8.59 |
Energy | 6.82 | 6.97 |
Utilities | 4.51 | 5.56 |
Real Estate | 2.71 | 3.70 |
Communication Services | 2.22 | 5.99 |
Basic Materials | 2.02 | 4.00 |
Number of long holdings: 254
Number of short holdings: 52
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.64 | 72.28 | -1.62% | |
Bank of America | US0605051046 | 2.81 | 42.56 | -0.61% | |
UnitedHealth | US91324P1021 | 2.46 | 515.72 | -0.48% | |
Chevron | US1667641005 | 2.14 | 166.65 | -0.79% | |
Charles Schwab | US8085131055 | 2.13 | 79.60 | -0.67% | |
Philip Morris | US7181721090 | 2.12 | 155.01 | +0.44% | |
ConocoPhillips | US20825C1045 | 2.07 | 102.82 | -0.37% | |
AbbVie | US00287Y1091 | 2.03 | 202.72 | +0.71% | |
Air Products | US0091581068 | 2.00 | 295.12 | -0.05% | |
Bristol-Myers Squibb | US1101221083 | 1.84 | 58.90 | -0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.57B | 7.01 | 8.98 | 11.35 | ||
JPM US Equity Income Fund B Net Inc | 2.91B | 4.65 | 8.36 | 10.99 | ||
JPM US Equity Income Fund C Net Acc | 2.91B | 4.70 | 8.74 | 11.35 | ||
JPM US Equity Income Fund X Net Acc | 2.57B | 7.09 | 10.13 | 12.59 | ||
JP Morgan Emerging Markets Fund I N | 2.2B | 4.95 | -0.23 | 6.31 |
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