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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.90 | 4.91 | 0.01 |
Shares | 49.55 | 49.55 | 0.00 |
Bonds | 45.28 | 45.72 | 0.44 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.12 | 0.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.64 | 18.44 |
Price to Book | 3.06 | 3.22 |
Price to Sales | 2.15 | 2.21 |
Price to Cash Flow | 12.76 | 12.22 |
Dividend Yield | 1.78 | 1.94 |
5 Years Earnings Growth | 10.74 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.66 | 23.90 |
Financial Services | 17.14 | 15.86 |
Consumer Cyclical | 12.78 | 9.98 |
Industrials | 11.20 | 10.12 |
Healthcare | 10.44 | 13.10 |
Communication Services | 7.27 | 7.49 |
Consumer Defensive | 4.30 | 6.06 |
Energy | 3.92 | 4.98 |
Basic Materials | 2.54 | 3.18 |
Utilities | 2.45 | 3.22 |
Real Estate | 2.30 | 3.40 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 23.06 | - | - | |
JPMorgan Core Plus Bond R6 | - | 11.39 | - | - | |
JPMorgan US Equity R6 | - | 8.00 | - | - | |
JPMorgan Large Cap Growth R6 | - | 6.12 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.40 | - | - | |
JPMorgan Income R6 | - | 5.29 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 4.79 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 4.09 | - | - | |
JPMorgan Large Cap Value R6 | - | 3.77 | - | - | |
JPMorgan Equity Income R6 | - | 3.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.35B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 28.33B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.73B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.65B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.2B | -0.85 | 6.35 | 9.05 |
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