
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.34 | 0.14 |
Shares | 46.59 | 46.59 | 0.00 |
Bonds | 48.31 | 48.36 | 0.05 |
Convertible | 2.04 | 2.04 | 0.00 |
Preferred | 2.80 | 2.80 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.47 | 18.04 |
Price to Book | 2.48 | 2.55 |
Price to Sales | 1.86 | 1.94 |
Price to Cash Flow | 9.79 | 11.08 |
Dividend Yield | 3.19 | 2.52 |
5 Years Earnings Growth | 7.81 | 9.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.95 | 20.24 |
Financial Services | 16.31 | 18.14 |
Communication Services | 10.54 | 6.49 |
Industrials | 9.24 | 11.45 |
Consumer Cyclical | 8.62 | 8.77 |
Consumer Defensive | 6.58 | 5.96 |
Healthcare | 6.52 | 9.11 |
Utilities | 6.38 | 4.92 |
Energy | 5.94 | 4.75 |
Real Estate | 3.21 | 8.50 |
Basic Materials | 2.70 | 3.43 |
Number of long holdings: 2,767
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Nasdaq Equity Premium Inc ETF | - | 8.41 | - | - | |
JPMorgan Equity Premium Income ETF | - | 1.82 | - | - | |
Jpmorgan Prime Var 12/49 | - | 1.66 | - | - | |
Microsoft | US5949181045 | 1.24 | 528.57 | +2.17% | |
Taiwan Semiconductor | TW0002330008 | 0.92 | 1,400.00 | +2.56% | |
United States Treasury Notes 4.25% | - | 0.85 | - | - | |
Meta Platforms | US30303M1027 | 0.62 | 715.66 | +0.72% | |
Fidelity National Info | US31620M1062 | 0.44 | 67.15 | +0.66% | |
Walt Disney | US2546871060 | 0.44 | 112.75 | +0.25% | |
Apple | US0378331005 | 0.41 | 256.69 | -0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 79.62B | 9.98 | 24.01 | 18.46 | ||
JPMorgan Large Cap Growth Select | 33.3B | 9.80 | 23.70 | 18.15 | ||
JPMorgan Equity Income R6 | 22.26B | 10.65 | 11.11 | 11.10 | ||
JPMorgan US Equity R6 | 19.12B | 10.19 | 19.12 | 14.94 | ||
JPMorgan Equity Income Select | 15.49B | 10.47 | 10.84 | 10.81 |
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