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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.24 | 4.25 | 0.01 |
Shares | 54.98 | 54.98 | 0.00 |
Bonds | 40.48 | 40.49 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.21 | 0.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.31 | 17.04 |
Price to Book | 2.73 | 2.59 |
Price to Sales | 2.15 | 1.88 |
Price to Cash Flow | 10.96 | 10.63 |
Dividend Yield | 2.18 | 2.16 |
5 Years Earnings Growth | 9.10 | 10.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.26 | 21.44 |
Financial Services | 17.68 | 16.29 |
Consumer Cyclical | 12.15 | 10.66 |
Industrials | 11.58 | 11.33 |
Healthcare | 10.85 | 11.77 |
Communication Services | 6.33 | 6.99 |
Consumer Defensive | 4.82 | 6.28 |
Energy | 3.99 | 4.26 |
Real Estate | 3.87 | 4.22 |
Utilities | 3.42 | 2.88 |
Basic Materials | 3.04 | 3.89 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 25.98 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 13.09 | - | - | |
JPMorgan US Equity R6 | - | 12.96 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.67 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 8.40 | - | - | |
JPMorgan Global Select Equity ETF | - | 5.72 | - | - | |
JPMorgan High Yield R6 | - | 5.15 | - | - | |
JPMorgan International Equity R6 | - | 4.61 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.97 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 1.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.15B | 3.51 | 2.40 | 2.02 | ||
JPMorgan Core Bond Select | 22.05B | 3.46 | 2.23 | 1.84 | ||
JPMorgan Core Plus Bond R6 | 14.21B | 3.25 | 2.65 | 2.19 | ||
JPMorgan Short Duration Bond R6 | 8.15B | 2.38 | 4.14 | 2.18 | ||
JPMorgan Strategic Income Opps Sel | 7.59B | 1.27 | 4.20 | 2.80 |
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