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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.82 | 5.83 | 0.01 |
Shares | 28.92 | 28.92 | 0.00 |
Bonds | 64.99 | 65.66 | 0.67 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.58 | 16.98 |
Price to Book | 2.86 | 2.54 |
Price to Sales | 2.05 | 1.80 |
Price to Cash Flow | 12.31 | 10.74 |
Dividend Yield | 1.99 | 2.53 |
5 Years Earnings Growth | 11.77 | 10.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.41 | 19.42 |
Financial Services | 16.03 | 15.24 |
Healthcare | 11.72 | 12.43 |
Consumer Cyclical | 11.39 | 8.90 |
Industrials | 11.35 | 10.96 |
Communication Services | 6.52 | 6.27 |
Consumer Defensive | 5.30 | 7.22 |
Energy | 4.85 | 6.31 |
Basic Materials | 3.00 | 4.09 |
Real Estate | 2.87 | 6.61 |
Utilities | 2.56 | 3.75 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 34.00 | - | - | |
JPMorgan Core Plus Bond R6 | - | 15.08 | - | - | |
JPMorgan Income R6 | - | 6.54 | - | - | |
JPMorgan Limited Duration Bond ETF | - | 5.86 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 4.26 | - | - | |
JPMorgan US Equity R6 | - | 3.72 | - | - | |
JPMorgan Large Cap Growth R6 | - | 2.90 | - | - | |
JPMorgan High Yield R6 | - | 2.90 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 2.38 | - | - | |
JPMorgan Value Advantage R6 | - | 2.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.25B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.71B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 23.03B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.94B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.55B | 13.40 | 6.90 | 9.72 |
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