
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.27 | 3.28 | 0.01 |
Shares | 84.45 | 84.45 | 0.00 |
Bonds | 11.94 | 12.00 | 0.06 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.06 | 17.24 |
Price to Book | 2.76 | 2.56 |
Price to Sales | 1.88 | 1.85 |
Price to Cash Flow | 10.98 | 10.88 |
Dividend Yield | 2.06 | 2.13 |
5 Years Earnings Growth | 9.54 | 9.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.52 | 21.76 |
Financial Services | 18.40 | 17.13 |
Consumer Cyclical | 12.21 | 10.58 |
Healthcare | 11.62 | 10.59 |
Industrials | 11.05 | 12.04 |
Communication Services | 7.75 | 7.25 |
Consumer Defensive | 5.71 | 5.72 |
Energy | 3.63 | 4.01 |
Utilities | 2.81 | 2.67 |
Basic Materials | 2.66 | 3.68 |
Real Estate | 2.63 | 4.59 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.11 | - | - | |
JPMorgan Large Cap Growth R6 | - | 11.98 | - | - | |
JPMorgan Large Cap Value R6 | - | 9.74 | - | - | |
JPMorgan Core Bond R6 | - | 8.11 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.94 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 7.06 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 5.11 | - | - | |
JPMorgan International Equity R6 | - | 4.54 | - | - | |
JPMorgan Small & Mid Cap Enh Eq ETF | - | 4.17 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.41 | - | - |
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 |
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