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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.36 | 4.72 | 2.36 |
Shares | 97.64 | 98.93 | 1.29 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.16 | 19.48 |
Price to Book | 4.58 | 3.66 |
Price to Sales | 3.36 | 2.49 |
Price to Cash Flow | 14.70 | 12.88 |
Dividend Yield | 1.37 | 1.80 |
5 Years Earnings Growth | 9.74 | 9.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.65 | 25.83 |
Financial Services | 13.36 | 13.73 |
Consumer Cyclical | 11.77 | 10.34 |
Communication Services | 9.38 | 6.65 |
Healthcare | 9.28 | 12.84 |
Industrials | 7.85 | 9.57 |
Consumer Defensive | 4.58 | 7.42 |
Energy | 2.98 | 4.67 |
Utilities | 2.35 | 3.60 |
Basic Materials | 1.94 | 3.70 |
Real Estate | 1.85 | 1.82 |
Number of long holdings: 151
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.83 | 520.84 | -0.78% | |
NVIDIA | US67066G1040 | 7.62 | 180.77 | +0.75% | |
Apple | US0378331005 | 5.59 | 220.03 | +3.18% | |
Amazon.com | US0231351067 | 4.30 | 223.13 | +0.37% | |
Meta Platforms | US30303M1027 | 3.56 | 761.83 | -1.32% | |
Broadcom | US11135F1012 | 2.38 | 303.76 | +0.69% | |
Alphabet A | US02079K3059 | 1.93 | 196.52 | +0.22% | |
Mastercard | US57636Q1040 | 1.66 | 561.22 | -1.39% | |
Tesla | US88160R1014 | 1.56 | 322.27 | +0.74% | |
Visa A | US92826C8394 | 1.54 | 332.09 | -2.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Fund Class 6 | 2.08B | 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 | 884.22M | 6.25 | 8.87 | 4.95 | ||
JPMorgan Hedged Equity Fund Class C | 599.6M | -0.09 | 11.06 | 7.53 |
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