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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 | 18.53 |
Price to Book | 3.16 | 3.22 |
Price to Sales | 2.41 | 2.20 |
Price to Cash Flow | 12.65 | 12.19 |
Dividend Yield | 1.84 | 1.94 |
5 Years Earnings Growth | 11.10 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.41 | 23.94 |
Financial Services | 18.45 | 15.90 |
Consumer Cyclical | 13.74 | 9.98 |
Industrials | 11.73 | 10.17 |
Healthcare | 10.37 | 12.98 |
Communication Services | 6.97 | 7.51 |
Energy | 4.38 | 4.94 |
Consumer Defensive | 3.90 | 6.08 |
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 | 495.94 | -0.30% | |
JPMorgan Large Cap Value R6 | - | 1.98 | - | - | |
Amazon.com | US0231351067 | 1.93 | 223.30 | +2.85% | |
NVIDIA | US67066G1040 | 1.69 | 157.75 | +1.76% | |
United States Treasury Notes 4.25% | - | 1.61 | - | - | |
Meta Platforms | US30303M1027 | 1.56 | 733.63 | +1.04% | |
United States Treasury Notes 3.125% | - | 1.35 | - | - | |
Apple | US0378331005 | 1.22 | 201.08 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 71.95B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 29.6B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 21.98B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 18.14B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.4B | 2.24 | 6.58 | 9.25 |
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