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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.56 | 3.82 | 0.26 |
Shares | 48.47 | 48.47 | 0.00 |
Bonds | 47.77 | 48.68 | 0.91 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.12 | 0.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.61 | 17.58 |
Price to Book | 2.95 | 2.72 |
Price to Sales | 2.28 | 1.98 |
Price to Cash Flow | 11.88 | 10.85 |
Dividend Yield | 2.12 | 2.50 |
5 Years Earnings Growth | 9.26 | 9.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.06 | 20.09 |
Financial Services | 18.04 | 17.91 |
Consumer Cyclical | 13.22 | 9.69 |
Industrials | 11.46 | 11.97 |
Healthcare | 9.67 | 9.88 |
Communication Services | 8.50 | 7.37 |
Energy | 3.81 | 4.81 |
Consumer Defensive | 3.59 | 6.80 |
Utilities | 2.87 | 3.52 |
Basic Materials | 2.04 | 3.98 |
Real Estate | 1.75 | 5.12 |
Number of long holdings: 1,688
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Income R6 | - | 3.94 | - | - | |
JPMorgan Income ETF | - | 3.43 | - | - | |
Microsoft | US5949181045 | 2.23 | 506.92 | -0.53% | |
NVIDIA | US67066G1040 | 1.88 | 174.16 | -3.34% | |
Italy 2.95 01-Jul-2030 | IT0005637399 | 1.64 | 100.970 | -0.05% | |
Amazon.com | US0231351067 | 1.56 | 229.05 | -1.10% | |
Meta Platforms | US30303M1027 | 1.41 | 738.85 | -1.63% | |
United States Treasury Notes 4.25% | - | 1.25 | - | - | |
Apple | US0378331005 | 1.14 | 232.14 | -0.18% | |
Taiwan Semicon | TW0002330008 | 0.84 | 1,160.00 | -2.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.86B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.29B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.18B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.72B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.48B | 6.56 | 8.67 | 9.76 |
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