
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.97 | 5.99 | 0.02 |
Shares | 43.91 | 43.91 | 0.00 |
Bonds | 49.83 | 49.85 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.18 | 0.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.07 | 17.12 |
Price to Book | 2.73 | 2.56 |
Price to Sales | 2.15 | 1.88 |
Price to Cash Flow | 10.92 | 10.69 |
Dividend Yield | 2.16 | 2.22 |
5 Years Earnings Growth | 9.18 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.67 | 21.29 |
Financial Services | 17.84 | 16.48 |
Consumer Cyclical | 12.29 | 10.36 |
Industrials | 11.64 | 11.18 |
Healthcare | 10.39 | 11.56 |
Communication Services | 6.43 | 7.08 |
Consumer Defensive | 4.97 | 6.25 |
Real Estate | 3.81 | 4.62 |
Energy | 3.60 | 4.39 |
Utilities | 3.35 | 2.88 |
Basic Materials | 3.01 | 3.90 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.10 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.13 | - | - | |
JPMorgan US Equity R6 | - | 10.07 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.04 | - | - | |
JPMorgan High Yield R6 | - | 6.59 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.38 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.44 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 4.20 | - | - | |
JPMorgan International Equity R6 | - | 3.58 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.56B | 2.66 | 2.05 | 1.94 | ||
JPMorgan Core Bond Select | 22.38B | 2.70 | 1.91 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 14.47B | 2.53 | 2.33 | 2.12 | ||
JPMorgan Short Duration Bond R6 | 7.81B | 2.27 | 3.94 | 2.16 | ||
JPMorgan Strategic Income Opps Sel | 7.59B | 1.71 | 4.50 | 2.83 |
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