
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.61 | 4.62 | 0.01 |
Shares | 53.12 | 53.12 | 0.00 |
Bonds | 41.92 | 42.34 | 0.42 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.33 | 0.35 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.89 | 18.45 |
Price to Book | 3.16 | 3.22 |
Price to Sales | 2.41 | 2.21 |
Price to Cash Flow | 12.65 | 12.24 |
Dividend Yield | 1.84 | 1.94 |
5 Years Earnings Growth | 11.10 | 11.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.41 | 23.87 |
Financial Services | 18.45 | 15.86 |
Consumer Cyclical | 13.74 | 9.98 |
Industrials | 11.73 | 10.13 |
Healthcare | 10.37 | 13.12 |
Communication Services | 6.97 | 7.49 |
Energy | 4.38 | 4.99 |
Consumer Defensive | 3.90 | 6.06 |
Basic Materials | 3.74 | 3.18 |
Utilities | 2.39 | 3.22 |
Real Estate | 1.92 | 3.40 |
Number of long holdings: 850
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 11.02 | - | - | |
JPMorgan Income R6 | - | 5.15 | - | - | |
Microsoft | US5949181045 | 2.23 | 460.98 | +0.13% | |
JPMorgan Large Cap Value R6 | - | 1.98 | - | - | |
Amazon.com | US0231351067 | 1.93 | 206.45 | +0.70% | |
NVIDIA | US67066G1040 | 1.69 | 137.15 | +1.49% | |
United States Treasury Notes 4.25% | - | 1.61 | - | - | |
Meta Platforms | US30303M1027 | 1.56 | 670.66 | +3.58% | |
United States Treasury Notes 3.125% | - | 1.35 | - | - | |
Apple | US0378331005 | 1.22 | 201.50 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.03B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 27.76B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.51B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.41B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.07B | -0.85 | 6.35 | 9.05 |
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