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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 | 19.114 |
Price to Book | 4.449 | 3.620 |
Price to Sales | 3.392 | 2.442 |
Price to Cash Flow | 15.333 | 12.797 |
Dividend Yield | 1.414 | 1.821 |
5 Years Earnings Growth | 9.887 | 10.030 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.200 | 25.333 |
Financial Services | 13.460 | 13.719 |
Consumer Cyclical | 13.410 | 10.234 |
Healthcare | 10.630 | 13.286 |
Communication Services | 9.230 | 6.607 |
Industrials | 7.710 | 9.557 |
Consumer Defensive | 4.000 | 7.498 |
Energy | 3.170 | 4.726 |
Utilities | 2.330 | 3.621 |
Real Estate | 1.990 | 1.862 |
Basic Materials | 1.860 | 3.715 |
Number of long holdings: 164
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.81 | 498.55 | +0.53% | |
Apple | US0378331005 | 6.66 | 205.71 | +2.30% | |
NVIDIA | US67066G1040 | 6.20 | 158.42 | +0.42% | |
Amazon.com | US0231351067 | 4.88 | 219.80 | -1.57% | |
Meta Platforms | US30303M1027 | 3.43 | 739.07 | +0.74% | |
Alphabet A | US02079K3059 | 2.37 | 176.44 | -1.17% | |
Tesla | US88160R1014 | 2.04 | 318.21 | -1.68% | |
Mastercard | US57636Q1040 | 1.80 | 562.09 | +2.14% | |
Broadcom | US11135F1012 | 1.78 | 275.83 | +2.40% | |
Visa A | US92826C8394 | 1.65 | 354.98 | +1.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.9B | -1.66 | 10.89 | 7.97 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.04B | -1.56 | 11.16 | 8.23 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.53B | 3.64 | 6.27 | 4.68 | ||
JPMorgan Hedged Equity A | 1.45B | -1.79 | 10.60 | 7.69 | ||
JPMorgan SmartRetirement Income R6 | 879.15M | 3.45 | 6.26 | 4.53 |
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