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Jpmorgan Opportunistic Equity Long/short Fund Class I (JOEQX)

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JPMorgan Opportunistic Equity L/S Select historical data, for real-time data please try another search

18.00 0.00 0%

19/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

Morningstar Rating:
Total Assets: 95.4M

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JOEQX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Opportunistic Equity L/S Select (JOEQX) fund. Our JPMorgan Opportunistic Equity L/S Select portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	18.91	18.93	0.02
Shares	81.09	112.85	31.76

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.39	16.89
Price to Book	3.79	2.75
Price to Sales	2.06	1.92
Price to Cash Flow	11.41	10.07
Dividend Yield	0.96	1.93
5 Years Earnings Growth	11.11	10.87

Sector Allocation

Name	Net %	Category Average
Technology	35.21	22.40
Healthcare	13.65	12.98
Utilities	12.77	4.16
Consumer Defensive	11.41	4.07
Consumer Cyclical	7.77	8.28
Industrials	7.14	9.29
Communication Services	6.16	10.09
Financial Services	5.88	21.13

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 32

Number of short holdings: 17

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	10.40	311.97	+0.93%
PG E	US69331C1080	9.32	13.94	-0.18%
Fiserv	US3377381088	8.10	172.41	+0.05%
Berkshire Hathaway B	US0846707026	6.08	485.77	+0.02%
Alphabet A	US02079K3059	5.95	176.23	-1.29%
Adobe	US00724F1012	5.51	386.88	+0.27%
Walmart	US9311421039	5.48	97.78	+0.52%
NXP	NL0009538784	5.41	218.49	+0.67%
Constellation Brands A	US21036P1084	4.93	162.63	+0.81%
Taiwan Semiconductor	US8740391003	4.78	226.49	-0.91%

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	71.95B	0.30	19.54	17.00
JPMorgan Large Cap Growth Select	29.6B	0.19	19.24	16.70
JPMorgan Equity Income R6	21.98B	2.30	6.83	9.54
JPMorgan US Equity R6	18.14B	-0.51	13.83	13.03
JPMorgan Equity Income Select	15.4B	2.24	6.58	9.25

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