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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.070 | 4.070 | 0.000 |
Shares | 49.560 | 49.560 | 0.000 |
Bonds | 46.040 | 46.400 | 0.360 |
Convertible | 0.210 | 0.210 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.207 | 15.727 |
Price to Book | 3.016 | 2.287 |
Price to Sales | 2.284 | 1.670 |
Price to Cash Flow | 11.838 | 9.420 |
Dividend Yield | 2.002 | 2.849 |
5 Years Earnings Growth | 11.747 | 10.553 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.870 | 18.415 |
Financial Services | 18.420 | 14.938 |
Consumer Cyclical | 13.960 | 8.888 |
Healthcare | 10.790 | 10.456 |
Industrials | 9.570 | 11.264 |
Communication Services | 7.810 | 6.948 |
Consumer Defensive | 4.140 | 7.371 |
Energy | 4.140 | 6.936 |
Basic Materials | 3.250 | 4.587 |
Utilities | 2.410 | 5.583 |
Real Estate | 1.640 | 7.729 |
Number of long holdings: 1,749
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Income R6 | - | 4.41 | - | - | |
Microsoft | US5949181045 | 2.04 | 534.84 | +4.21% | |
Amazon.com | US0231351067 | 1.98 | 234.43 | +1.84% | |
Meta Platforms | US30303M1027 | 1.64 | 776.15 | +11.64% | |
United States Treasury Notes 4.25% | - | 1.46 | - | - | |
NVIDIA | US67066G1040 | 1.41 | 179.30 | +0.02% | |
Louis Vuitton | FR0000121014 | 0.92 | 472.35 | -1.75% | |
Taiwan Semicon | TW0002330008 | 0.92 | 1,155.00 | +1.76% | |
Apple | US0378331005 | 0.82 | 209.01 | -0.02% | |
Broadcom | US11135F1012 | 0.69 | 294.50 | -2.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.88B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.63B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 22.04B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.66B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.37B | 6.23 | 10.45 | 9.89 |
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