
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.290 | 1.350 | 0.060 |
Shares | 98.710 | 100.660 | 1.950 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.142 | 19.387 |
Price to Book | 4.315 | 3.653 |
Price to Sales | 3.233 | 2.476 |
Price to Cash Flow | 13.838 | 12.844 |
Dividend Yield | 1.437 | 1.807 |
5 Years Earnings Growth | 9.578 | 9.926 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.190 | 25.621 |
Financial Services | 13.950 | 13.732 |
Consumer Cyclical | 12.040 | 10.303 |
Healthcare | 9.410 | 12.973 |
Communication Services | 9.160 | 6.686 |
Industrials | 7.870 | 9.567 |
Consumer Defensive | 4.960 | 7.469 |
Energy | 2.970 | 4.672 |
Utilities | 2.550 | 3.602 |
Real Estate | 2.010 | 1.829 |
Basic Materials | 1.900 | 3.701 |
Number of long holdings: 155
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.88 | 503.02 | -0.06% | |
NVIDIA | US67066G1040 | 7.08 | 164.07 | -0.52% | |
Apple | US0378331005 | 5.93 | 208.62 | -1.20% | |
Amazon.com | US0231351067 | 4.35 | 225.69 | +0.30% | |
Meta Platforms | US30303M1027 | 3.42 | 720.92 | +0.48% | |
Broadcom | US11135F1012 | 2.27 | 275.60 | +0.44% | |
Alphabet A | US02079K3059 | 2.04 | 181.56 | +0.76% | |
Mastercard | US57636Q1040 | 1.87 | 553.02 | +0.52% | |
Tesla | US88160R1014 | 1.84 | 316.90 | +1.08% | |
Visa A | US92826C8394 | 1.71 | 350.50 | +0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.14B | 0.27 | 11.89 | 8.34 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.06B | 0.40 | 12.18 | 8.61 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.53B | 6.40 | 8.92 | 5.10 | ||
JPMorgan Hedged Equity A | 1.46B | 0.15 | 11.61 | 8.07 | ||
JPMorgan SmartRetirement Income R6 | 883.52M | 6.25 | 8.87 | 4.95 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review