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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.830 | 1.830 | 0.000 |
Shares | 98.170 | 99.550 | 1.380 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.074 | 19.158 |
Price to Book | 4.449 | 3.636 |
Price to Sales | 3.392 | 2.450 |
Price to Cash Flow | 15.333 | 12.909 |
Dividend Yield | 1.414 | 1.813 |
5 Years Earnings Growth | 9.887 | 10.034 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.200 | 25.509 |
Financial Services | 13.460 | 13.654 |
Consumer Cyclical | 13.410 | 10.311 |
Healthcare | 10.630 | 13.235 |
Communication Services | 9.230 | 6.583 |
Industrials | 7.710 | 9.540 |
Consumer Defensive | 4.000 | 7.440 |
Energy | 3.170 | 4.723 |
Utilities | 2.330 | 3.604 |
Real Estate | 1.990 | 1.847 |
Basic Materials | 1.860 | 3.710 |
Number of long holdings: 164
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.81 | 470.38 | +0.58% | |
Apple | US0378331005 | 6.66 | 203.92 | +1.64% | |
NVIDIA | US67066G1040 | 6.20 | 141.72 | +1.24% | |
Amazon.com | US0231351067 | 4.88 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 3.43 | 697.71 | +1.91% | |
Alphabet A | US02079K3059 | 2.37 | 173.68 | +3.25% | |
Tesla | US88160R1014 | 2.04 | 295.14 | +3.67% | |
Mastercard | US57636Q1040 | 1.80 | 590.12 | +0.80% | |
Broadcom | US11135F1012 | 1.78 | 246.93 | -5.00% | |
Visa A | US92826C8394 | 1.65 | 370.22 | +0.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.86B | -5.20 | 9.51 | 7.72 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.03B | -5.13 | 9.79 | 7.98 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.51B | 1.54 | 5.65 | 4.48 | ||
JPMorgan Hedged Equity A | 1.45B | -5.28 | 9.25 | 7.45 | ||
JPMorgan SmartRetirement Income R6 | 868.52M | 3.45 | 6.26 | 4.53 |
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