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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.31 | 5.33 | 0.02 |
Shares | 44.38 | 44.38 | 0.00 |
Bonds | 50.02 | 50.04 | 0.02 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.17 | 0.18 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.06 | 17.17 |
Price to Book | 2.85 | 2.59 |
Price to Sales | 2.27 | 1.90 |
Price to Cash Flow | 11.74 | 10.84 |
Dividend Yield | 2.08 | 2.18 |
5 Years Earnings Growth | 10.42 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.60 | 21.86 |
Financial Services | 17.55 | 16.21 |
Consumer Cyclical | 13.03 | 10.50 |
Industrials | 10.85 | 11.07 |
Healthcare | 10.11 | 11.37 |
Communication Services | 6.75 | 7.18 |
Consumer Defensive | 4.33 | 6.03 |
Real Estate | 3.88 | 4.61 |
Energy | 3.87 | 4.39 |
Basic Materials | 3.10 | 3.89 |
Utilities | 2.93 | 2.90 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.85 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.28 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.26 | - | - | |
JPMorgan US Equity R6 | - | 10.21 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.67 | - | - | |
JPMorgan High Yield R6 | - | 4.87 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.49 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 4.09 | - | - | |
JPMorgan International Equity R6 | - | 3.57 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.9B | 3.00 | 1.13 | 1.93 | ||
JPMorgan Core Bond Select | 21.87B | 2.96 | 0.93 | 1.75 | ||
JPMorgan Core Plus Bond R6 | 13.82B | 2.90 | 1.31 | 2.14 | ||
JPMorgan Short Duration Bond R6 | 7.93B | 1.60 | 3.69 | 2.11 | ||
JPMorgan Strategic Income Opps Sel | 7.52B | 1.02 | 4.18 | 2.82 |
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