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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.95 | 3.98 | 0.03 |
Shares | 64.93 | 64.93 | 0.00 |
Bonds | 30.85 | 31.18 | 0.33 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.17 | 0.18 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 18.02 |
Price to Book | 2.80 | 3.06 |
Price to Sales | 1.87 | 2.04 |
Price to Cash Flow | 11.41 | 11.84 |
Dividend Yield | 1.91 | 2.02 |
5 Years Earnings Growth | 12.16 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.63 | 22.85 |
Financial Services | 15.15 | 14.96 |
Healthcare | 12.08 | 13.42 |
Consumer Cyclical | 11.77 | 10.08 |
Industrials | 11.71 | 10.86 |
Communication Services | 7.17 | 7.18 |
Consumer Defensive | 4.80 | 6.33 |
Energy | 4.66 | 5.45 |
Basic Materials | 3.25 | 3.51 |
Real Estate | 2.44 | 3.57 |
Utilities | 2.36 | 3.03 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 16.79 | - | - | |
JPMorgan US Equity R6 | - | 11.14 | - | - | |
JPMorgan Large Cap Growth R6 | - | 10.36 | - | - | |
JPMorgan Core Plus Bond R6 | - | 7.02 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 6.72 | - | - | |
JPMorgan Large Cap Value R6 | - | 5.74 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.68 | - | - | |
JPMorgan Income R6 | - | 4.06 | - | - | |
JPMorgan Market Expansion Enh Eq ETF | - | 3.86 | - | - | |
JPMorgan Value Advantage R6 | - | 3.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.2B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.15B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.88B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.48B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.33B | 11.22 | 12.03 | 13.57 |
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