
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.91 | 4.31 | 0.40 |
Shares | 47.76 | 47.76 | 0.00 |
Bonds | 48.04 | 48.85 | 0.81 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.12 | 0.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.70 | 17.24 |
Price to Book | 2.84 | 2.68 |
Price to Sales | 2.21 | 1.95 |
Price to Cash Flow | 11.36 | 10.66 |
Dividend Yield | 2.18 | 2.56 |
5 Years Earnings Growth | 9.15 | 9.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.23 | 19.37 |
Financial Services | 18.41 | 17.96 |
Consumer Cyclical | 14.67 | 9.81 |
Industrials | 11.77 | 11.84 |
Healthcare | 9.75 | 10.35 |
Communication Services | 8.30 | 7.25 |
Energy | 3.64 | 4.84 |
Consumer Defensive | 3.53 | 7.09 |
Utilities | 2.87 | 3.52 |
Basic Materials | 2.16 | 4.03 |
Real Estate | 1.66 | 4.98 |
Number of long holdings: 1,674
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Income R6 | - | 4.03 | - | - | |
JPMorgan Income ETF | - | 3.52 | - | - | |
Microsoft | US5949181045 | 2.00 | 524.24 | -1.74% | |
Amazon.com | US0231351067 | 1.67 | 214.86 | -8.22% | |
NVIDIA | US67066G1040 | 1.53 | 173.72 | -2.33% | |
Meta Platforms | US30303M1027 | 1.39 | 749.82 | -3.05% | |
United States Treasury Notes 4.25% | - | 1.29 | - | - | |
Apple | US0378331005 | 0.92 | 202.38 | -2.50% | |
Italy 2.95 01-Jul-2030 | IT0005637399 | 0.82 | 101.150 | +0.15% | |
Taiwan Semicon | TW0002330008 | 0.76 | 1,160.00 | +0.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.02B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.81B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 21.92B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.48B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.15B | 6.23 | 10.45 | 9.89 |
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