Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.65 | 2.05 | 0.40 |
Shares | 46.44 | 46.44 | 0.00 |
Bonds | 46.34 | 46.39 | 0.05 |
Convertible | 2.00 | 2.00 | 0.00 |
Preferred | 3.48 | 3.48 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.80 | 16.99 |
Price to Book | 2.37 | 2.54 |
Price to Sales | 1.83 | 1.80 |
Price to Cash Flow | 10.41 | 10.74 |
Dividend Yield | 3.41 | 2.53 |
5 Years Earnings Growth | 9.75 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.15 | 19.41 |
Financial Services | 15.04 | 15.25 |
Consumer Cyclical | 9.72 | 8.89 |
Industrials | 8.83 | 10.96 |
Healthcare | 8.44 | 12.44 |
Consumer Defensive | 8.15 | 7.22 |
Communication Services | 7.25 | 6.26 |
Utilities | 6.67 | 3.75 |
Energy | 5.88 | 6.30 |
Basic Materials | 5.05 | 4.09 |
Real Estate | 4.81 | 6.61 |
Number of long holdings: 2,732
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 5.32 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 4.51 | - | - | |
Microsoft | US5949181045 | 1.09 | 428.02 | -0.76% | |
Taiwan Semicon | TW0002330008 | 0.85 | 1,000.00 | -1.48% | |
United States Treasury Notes 4.125% | - | 0.55 | - | - | |
Meta Platforms | US30303M1027 | 0.55 | 567.36 | -0.08% | |
JPMorgan Income ETF | - | 0.52 | - | - | |
UnitedHealth | US91324P1021 | 0.43 | 581.85 | +1.22% | |
Broadcom | US11135F1012 | 0.41 | 172.69 | -3.03% | |
Coca-Cola | US1912161007 | 0.41 | 71.79 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.84B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.97B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 22.93B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.23B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.49B | 13.40 | 6.90 | 9.72 |
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