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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.57 | 2.57 | 0.00 |
Shares | 97.42 | 98.46 | 1.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.78 | 19.15 |
Price to Book | 4.14 | 3.63 |
Price to Sales | 3.07 | 2.45 |
Price to Cash Flow | 13.80 | 12.85 |
Dividend Yield | 1.49 | 1.82 |
5 Years Earnings Growth | 9.81 | 10.01 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.00 | 25.45 |
Financial Services | 13.94 | 13.67 |
Consumer Cyclical | 11.88 | 10.28 |
Healthcare | 10.74 | 13.24 |
Communication Services | 8.83 | 6.61 |
Industrials | 7.91 | 9.55 |
Consumer Defensive | 4.86 | 7.48 |
Energy | 3.18 | 4.71 |
Utilities | 2.58 | 3.61 |
Real Estate | 2.14 | 1.85 |
Basic Materials | 1.95 | 3.71 |
Number of long holdings: 160
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.95 | 477.40 | -0.59% | |
Apple | US0378331005 | 6.41 | 201.00 | +2.25% | |
NVIDIA | US67066G1040 | 5.90 | 143.85 | -1.12% | |
Amazon.com | US0231351067 | 4.00 | 209.69 | -1.33% | |
Meta Platforms | US30303M1027 | 2.92 | 682.35 | -1.93% | |
Alphabet A | US02079K3059 | 1.93 | 166.64 | -3.85% | |
Broadcom | US11135F1012 | 1.84 | 249.99 | -0.51% | |
Spxw Put Usd 06/30/2025 | - | 1.79 | - | - | |
Berkshire Hathaway B | US0846707026 | 1.78 | 484.85 | -0.06% | |
Mastercard | US57636Q1040 | 1.72 | 532.97 | -1.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Fund Class 6 | 2.03B | -1.56 | 11.16 | 8.23 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.51B | 3.64 | 6.27 | 4.68 | ||
JPMorgan Hedged Equity A | 1.44B | -1.79 | 10.60 | 7.69 | ||
JPMorgan SmartRetirement Income R6 | 868.14M | 3.45 | 6.26 | 4.53 | ||
JPMorgan Hedged Equity Fund Class C | 586.1M | -1.99 | 10.05 | 7.16 |
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