
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.23 | 3.24 | 0.01 |
Shares | 84.55 | 84.55 | 0.00 |
Bonds | 11.89 | 11.95 | 0.06 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.31 | 0.33 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.38 | - |
Price to Book | 2.82 | - |
Price to Sales | 1.90 | - |
Price to Cash Flow | 11.41 | - |
Dividend Yield | 2.00 | - |
5 Years Earnings Growth | 10.15 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 21.38 | - |
Financial Services | 18.41 | - |
Consumer Cyclical | 12.22 | - |
Healthcare | 11.67 | - |
Industrials | 10.99 | - |
Communication Services | 7.66 | - |
Consumer Defensive | 5.74 | - |
Energy | 3.72 | - |
Utilities | 2.80 | - |
Basic Materials | 2.73 | - |
Real Estate | 2.68 | - |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.25 | - | - | |
JPMorgan Large Cap Growth R6 | - | 11.59 | - | - | |
JPMorgan Large Cap Value R6 | - | 9.70 | - | - | |
JPMorgan Core Bond R6 | - | 8.97 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.90 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 7.13 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 5.06 | - | - | |
JPMorgan International Equity R6 | - | 4.47 | - | - | |
JPMorgan Small & Mid Cap Enh Eq ETF | - | 4.29 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.48B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 26.2B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.22B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 16.97B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 14.83B | -0.85 | 6.35 | 9.05 |
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