Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.45 | 2.45 | 0.00 |
Shares | 45.67 | 45.67 | 0.00 |
Bonds | 46.19 | 46.22 | 0.03 |
Convertible | 2.31 | 2.31 | 0.00 |
Preferred | 3.25 | 3.25 | 0.00 |
Other | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.82 | 16.59 |
Price to Book | 2.15 | 2.49 |
Price to Sales | 1.39 | 1.75 |
Price to Cash Flow | 8.61 | 10.43 |
Dividend Yield | 3.70 | 2.60 |
5 Years Earnings Growth | 9.21 | 10.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.20 | 18.58 |
Financial Services | 15.97 | 15.09 |
Industrials | 9.61 | 11.09 |
Healthcare | 9.26 | 12.46 |
Utilities | 8.51 | 3.90 |
Consumer Cyclical | 8.49 | 8.95 |
Consumer Defensive | 8.17 | 7.42 |
Communication Services | 7.91 | 6.18 |
Energy | 7.79 | 6.40 |
Basic Materials | 4.21 | 4.25 |
Real Estate | 3.89 | 6.93 |
Number of long holdings: 3,080
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 6.79 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 2.39 | - | - | |
United States Treasury Notes 4.125% | - | 0.96 | - | - | |
AbbVie | US00287Y1091 | 0.53 | 162.73 | -0.65% | |
Exxon Mobil | US30231G1022 | 0.51 | 116.72 | +0.62% | |
JPMorgan Income ETF | - | 0.50 | - | - | |
Coca-Cola | US1912161007 | 0.44 | 62.36 | +0.31% | |
Taiwan Semicon | TW0002330008 | 0.42 | 780.00 | +0.00% | |
Chevron | US1667641005 | 0.38 | 162.30 | +1.28% | |
J&J | US4781601046 | 0.37 | 148.57 | -0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
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