Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.00 | 2.82 | 0.82 |
| Shares | 98.00 | 98.00 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.62 | 16.96 |
| Price to Book | 2.73 | 3.33 |
| Price to Sales | 1.99 | 2.02 |
| Price to Cash Flow | 11.21 | 11.81 |
| Dividend Yield | 2.53 | 2.34 |
| 5 Years Earnings Growth | 9.02 | 8.51 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 26.50 | 19.12 |
| Industrials | 14.10 | 9.43 |
| Healthcare | 13.21 | 11.93 |
| Technology | 11.79 | 22.59 |
| Consumer Cyclical | 8.03 | 9.23 |
| Consumer Defensive | 8.01 | 7.14 |
| Energy | 6.14 | 6.93 |
| Utilities | 4.66 | 5.28 |
| Real Estate | 3.13 | 3.50 |
| Communication Services | 2.25 | 5.76 |
| Basic Materials | 2.17 | 3.44 |
Number of long holdings: 151
Number of short holdings: 20
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Wells Fargo&Co | US9497461015 | 3.78 | 86.26 | +0.08% | |
| Bank of America | US0605051046 | 3.07 | 54.11 | +0.90% | |
| JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 2.81 | - | - | |
| Eaton | IE00B8KQN827 | 2.41 | 369.47 | +0.42% | |
| Charles Schwab | US8085131055 | 2.30 | 97.71 | +1.65% | |
| Philip Morris | US7181721090 | 2.22 | 155.58 | -0.78% | |
| Microsoft | US5949181045 | 2.16 | 511.14 | +0.48% | |
| Air Products | US0091581068 | 2.12 | 261.55 | -0.26% | |
| ConocoPhillips | US20825C1045 | 2.09 | 89.07 | -1.79% | |
| Deere&Company | US2441991054 | 1.99 | 480.72 | +0.58% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| JPM US Equity Income Fund B Net Acc | 2.49B | 4.87 | 4.48 | 11.16 | ||
| JPM US Equity Income Fund C Net Inc | 2.49B | 5.15 | 4.84 | 11.52 | ||
| JPM US Equity Income Fund C Net Acc | 2.49B | 5.14 | 4.84 | 11.52 | ||
| JPM US Equity Income Fund B Net Inc | 2.49B | 4.85 | 4.48 | 11.15 | ||
| JP Morgan Emerging Markets B Net In | 2.6B | 32.62 | 15.18 | 10.19 |
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