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Jpmorgan Hedged Equity Fund Class R5 (0P0000ZNC5)

US Funds

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34.010 +0.110 +0.32%

19/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Other

Morningstar Rating:
Total Assets: 5.51M

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0P0000ZNC5 Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Hedged Equity Fund Class R5 (0P0000ZNC5) fund. Our JPMorgan Hedged Equity Fund Class R5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.750	1.750	0.000
Shares	98.240	98.970	0.730

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.024	19.319
Price to Book	4.431	3.701
Price to Sales	3.328	2.499
Price to Cash Flow	15.381	13.381
Dividend Yield	1.401	1.788
5 Years Earnings Growth	12.909	10.435

Sector Allocation

Name	Net %	Category Average
Technology	33.470	26.501
Financial Services	12.740	13.245
Consumer Cyclical	11.700	11.035
Healthcare	11.220	12.904
Communication Services	8.330	6.536
Industrials	7.870	9.196
Consumer Defensive	4.480	6.917
Energy	3.420	4.760
Utilities	2.600	3.543
Real Estate	2.190	1.830
Basic Materials	1.980	3.688

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 165

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	7.14	139.23	-0.12%
Microsoft	US5949181045	6.83	414.77	+1.25%
Apple	US0378331005	6.80	244.87	+0.16%
Amazon.com	US0231351067	3.98	226.63	-0.01%
Meta Platforms	US30303M1027	2.80	703.77	-1.76%
Alphabet A	US02079K3059	2.04	185.27	+0.82%
Mastercard	US57636Q1040	1.66	568.50	-0.02%
Alphabet C	US02079K1079	1.56	187.13	+0.72%
UnitedHealth	US91324P1021	1.54	511.04	+2.06%
Berkshire Hathaway B	US0846707026	1.49	483.77	+0.20%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	17.39B	1.18	9.42	8.65
JPMorgan Hedged Equity Fund Class 6	2.07B	1.20	9.70	8.92
JPMorgan Hedged Equity A	1.51B	1.15	9.14	8.38
JPMorgan SmartRetirement Blend Inc6	699.15M	1.77	3.15	4.67
JPMorgan Hedged Equity Fund Class C	599.21M	1.13	8.61	7.85

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Hedged E.	34.010	+0.110	+0.32%