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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.360 | 4.720 | 2.360 |
Shares | 97.640 | 98.930 | 1.290 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.164 | 19.704 |
Price to Book | 4.575 | 3.706 |
Price to Sales | 3.365 | 2.513 |
Price to Cash Flow | 14.703 | 13.063 |
Dividend Yield | 1.371 | 1.786 |
5 Years Earnings Growth | 9.738 | 9.937 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.650 | 26.192 |
Financial Services | 13.360 | 13.604 |
Consumer Cyclical | 11.770 | 10.279 |
Communication Services | 9.380 | 6.678 |
Healthcare | 9.280 | 12.793 |
Industrials | 7.850 | 9.577 |
Consumer Defensive | 4.580 | 7.314 |
Energy | 2.980 | 4.660 |
Utilities | 2.350 | 3.532 |
Basic Materials | 1.940 | 3.715 |
Real Estate | 1.850 | 1.804 |
Number of long holdings: 151
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.83 | 522.13 | +0.25% | |
NVIDIA | US67066G1040 | 7.62 | 182.75 | +1.10% | |
Apple | US0378331005 | 5.59 | 229.37 | +4.24% | |
Amazon.com | US0231351067 | 4.30 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 3.56 | 769.30 | +0.98% | |
Broadcom | US11135F1012 | 2.38 | 304.97 | +0.40% | |
Alphabet A | US02079K3059 | 1.93 | 201.42 | +2.49% | |
Mastercard | US57636Q1040 | 1.66 | 574.32 | +2.33% | |
Tesla | US88160R1014 | 1.56 | 329.68 | +2.30% | |
Visa A | US92826C8394 | 1.54 | 336.78 | +1.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.95B | 1.88 | 11.01 | 8.43 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.09B | 2.03 | 11.29 | 8.70 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.54B | 6.78 | 7.56 | 5.05 | ||
JPMorgan Hedged Equity A | 1.46B | 1.73 | 10.74 | 8.16 | ||
JPMorgan SmartRetirement Income R6 | 884.73M | 6.70 | 7.56 | 4.92 |
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