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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.10 | 5.10 | 0.00 |
Shares | 29.57 | 29.57 | 0.00 |
Bonds | 65.08 | 65.85 | 0.77 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.11 | 0.11 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.90 | 16.97 |
Price to Book | 2.70 | 2.65 |
Price to Sales | 1.90 | 1.88 |
Price to Cash Flow | 10.84 | 11.63 |
Dividend Yield | 2.12 | 2.46 |
5 Years Earnings Growth | 9.39 | 10.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.31 | 19.74 |
Financial Services | 18.87 | 16.21 |
Consumer Cyclical | 12.14 | 9.18 |
Healthcare | 11.80 | 12.02 |
Industrials | 11.20 | 10.60 |
Communication Services | 7.07 | 6.70 |
Consumer Defensive | 5.57 | 7.10 |
Energy | 3.93 | 5.73 |
Utilities | 2.96 | 3.81 |
Basic Materials | 2.62 | 3.74 |
Real Estate | 2.51 | 6.05 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 32.73 | - | - | |
JPMorgan Core Plus Bond R6 | - | 14.98 | - | - | |
JPMorgan Income R6 | - | 6.49 | - | - | |
JPMorgan Limited Duration Bond ETF | - | 5.87 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 4.43 | - | - | |
JPMorgan High Yield R6 | - | 3.91 | - | - | |
JPMorgan US Equity R6 | - | 3.63 | - | - | |
JPMorgan Large Cap Growth R6 | - | 3.00 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 2.35 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 2.32 | - | - |
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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