
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.980 | 0.980 | 0.000 |
Shares | 99.020 | 100.260 | 1.240 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.434 | 19.986 |
Price to Book | 4.571 | 3.740 |
Price to Sales | 3.409 | 2.540 |
Price to Cash Flow | 14.899 | 13.210 |
Dividend Yield | 1.342 | 1.766 |
5 Years Earnings Growth | 10.295 | 9.931 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.500 | 26.885 |
Financial Services | 13.120 | 14.008 |
Consumer Cyclical | 11.810 | 10.210 |
Communication Services | 9.460 | 6.733 |
Healthcare | 8.870 | 12.665 |
Industrials | 7.740 | 9.104 |
Consumer Defensive | 4.310 | 6.902 |
Energy | 3.060 | 4.621 |
Utilities | 2.390 | 3.385 |
Basic Materials | 1.880 | 3.818 |
Real Estate | 1.860 | 1.818 |
Number of long holdings: 154
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.49 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 8.26 | 517.35 | +0.31% | |
Apple | US0378331005 | 5.78 | 258.02 | +0.35% | |
Amazon.com | US0231351067 | 4.57 | 219.51 | -1.30% | |
Meta Platforms | US30303M1027 | 3.66 | 710.56 | -2.27% | |
Broadcom | US11135F1012 | 2.53 | 338.37 | +0.06% | |
Alphabet A | US02079K3059 | 2.10 | 245.35 | -0.14% | |
Mastercard | US57636Q1040 | 1.69 | 580.45 | +0.54% | |
Tesla | US88160R1014 | 1.51 | 429.83 | -1.42% | |
Visa A | US92826C8394 | 1.49 | 349.84 | +1.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.12B | 3.45 | 11.87 | 8.97 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.14B | 3.60 | 12.14 | 9.24 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.56B | 8.99 | 9.29 | 5.55 | ||
JPMorgan Hedged Equity A | 1.49B | 3.28 | 11.59 | 8.70 | ||
JPMorgan SmartRetirement Income R6 | 892.76M | 8.65 | 9.20 | 5.41 |
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