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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.05 | 5.09 | 0.04 |
Shares | 46.09 | 46.09 | 0.00 |
Bonds | 48.60 | 48.62 | 0.02 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.13 | 0.14 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.75 | 16.93 |
Price to Book | 2.75 | 2.50 |
Price to Sales | 2.00 | 1.75 |
Price to Cash Flow | 11.29 | 10.48 |
Dividend Yield | 2.11 | 2.21 |
5 Years Earnings Growth | 11.56 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.62 | 20.94 |
Financial Services | 15.38 | 15.03 |
Consumer Cyclical | 12.16 | 10.57 |
Healthcare | 12.00 | 12.26 |
Industrials | 11.29 | 11.43 |
Communication Services | 5.44 | 6.54 |
Consumer Defensive | 5.17 | 6.50 |
Energy | 4.45 | 4.95 |
Real Estate | 4.22 | 4.64 |
Basic Materials | 3.42 | 4.42 |
Utilities | 2.84 | 2.71 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.29 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.89 | - | - | |
JPMorgan US Equity R6 | - | 10.70 | - | - | |
JPMorgan Core Plus Bond R6 | - | 9.87 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.47 | - | - | |
JPMorgan High Yield R6 | - | 4.83 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.73 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 4.03 | - | - | |
JPMorgan International Equity R6 | - | 3.59 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.34B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 20.18B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.54B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.45B | -0.10 | -1.78 | 2.03 |
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