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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.94 | 2.95 | 0.01 |
Shares | 85.56 | 85.56 | 0.00 |
Bonds | 11.17 | 11.22 | 0.05 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.30 | 0.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.32 | 18.11 |
Price to Book | 3.09 | 2.65 |
Price to Sales | 2.14 | 1.90 |
Price to Cash Flow | 11.95 | 11.27 |
Dividend Yield | 1.87 | 2.10 |
5 Years Earnings Growth | 9.43 | 9.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.61 | 22.09 |
Financial Services | 17.23 | 17.35 |
Consumer Cyclical | 11.90 | 10.44 |
Industrials | 11.82 | 12.44 |
Healthcare | 9.67 | 10.03 |
Communication Services | 7.97 | 7.45 |
Consumer Defensive | 5.02 | 5.66 |
Energy | 3.42 | 3.75 |
Utilities | 2.85 | 2.68 |
Basic Materials | 2.43 | 3.68 |
Real Estate | 2.08 | 4.41 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.22 | - | - | |
JPMorgan Large Cap Growth R6 | - | 12.36 | - | - | |
JPMorgan Large Cap Value R6 | - | 9.58 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.89 | - | - | |
JPMorgan Core Bond R6 | - | 7.56 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 7.12 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 5.44 | - | - | |
JPMorgan International Equity R6 | - | 4.39 | - | - | |
JPMorgan Small & Mid Cap Enh Eq ETF | - | 4.14 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.46 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.34B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 30.95B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 21.59B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.29B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.01B | 6.56 | 8.67 | 9.76 |
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