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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.35 | 4.36 | 0.01 |
Shares | 54.85 | 54.85 | 0.00 |
Bonds | 40.48 | 40.49 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.44 | 17.23 |
Price to Book | 2.76 | 2.60 |
Price to Sales | 2.17 | 1.89 |
Price to Cash Flow | 11.12 | 10.75 |
Dividend Yield | 2.14 | 2.16 |
5 Years Earnings Growth | 9.13 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 21.50 |
Financial Services | 17.66 | 16.31 |
Consumer Cyclical | 12.13 | 10.64 |
Industrials | 11.76 | 11.37 |
Healthcare | 10.65 | 11.72 |
Communication Services | 6.31 | 7.01 |
Consumer Defensive | 4.99 | 6.33 |
Real Estate | 3.87 | 4.22 |
Energy | 3.61 | 4.19 |
Utilities | 3.43 | 2.87 |
Basic Materials | 3.05 | 3.87 |
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 | 24.57B | 2.66 | 2.05 | 1.94 | ||
JPMorgan Core Bond Select | 22.39B | 2.70 | 1.91 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 14.5B | 2.53 | 2.33 | 2.12 | ||
JPMorgan Short Duration Bond R6 | 7.82B | 2.27 | 3.94 | 2.16 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 1.71 | 4.50 | 2.83 |
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