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Jpmorgan Hedged Equity Fund Class R5 (0P0000ZNC5)

US Funds

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34.230 +0.300 +0.88%

22/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Other

Morningstar Rating:
Total Assets: 3.27M

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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	1.830	1.830	0.000
Shares	98.170	99.550	1.380

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.074	19.704
Price to Book	4.449	3.706
Price to Sales	3.392	2.513
Price to Cash Flow	15.333	13.063
Dividend Yield	1.414	1.786
5 Years Earnings Growth	9.887	9.937

Sector Allocation

Name	Net %	Category Average
Technology	32.200	26.192
Financial Services	13.460	13.604
Consumer Cyclical	13.410	10.279
Healthcare	10.630	12.793
Communication Services	9.230	6.678
Industrials	7.710	9.577
Consumer Defensive	4.000	7.314
Energy	3.170	4.660
Utilities	2.330	3.532
Real Estate	1.990	1.804
Basic Materials	1.860	3.715

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 164

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.81	507.23	+0.59%
Apple	US0378331005	6.66	227.76	+1.27%
NVIDIA	US67066G1040	6.20	177.99	+1.72%
Amazon.com	US0231351067	4.88	228.84	+3.10%
Meta Platforms	US30303M1027	3.43	754.79	+2.12%
Alphabet A	US02079K3059	2.37	206.09	+3.17%
Tesla	US88160R1014	2.04	340.01	+6.22%
Mastercard	US57636Q1040	1.80	598.96	+1.19%
Broadcom	US11135F1012	1.78	294.00	+1.52%
Visa A	US92826C8394	1.65	350.04	+1.85%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	16.95B	1.88	11.01	8.43
JPMorgan Hedged Equity Fund Class 6	2.11B	2.03	11.29	8.70
JPMorgan SmartRetirement Blend Inc6	1.54B	6.78	7.56	5.05
JPMorgan Hedged Equity A	1.47B	1.73	10.74	8.16
JPMorgan SmartRetirement Income R6	892.59M	6.70	7.56	4.92

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