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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.28 | 4.28 | 0.00 |
Shares | 66.98 | 66.98 | 0.00 |
Bonds | 28.38 | 28.38 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.25 | 0.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.08 | 17.17 |
Price to Book | 2.65 | 2.60 |
Price to Sales | 2.03 | 1.90 |
Price to Cash Flow | 10.88 | 10.74 |
Dividend Yield | 2.20 | 2.12 |
5 Years Earnings Growth | 9.03 | 10.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.02 | 21.74 |
Financial Services | 18.68 | 16.51 |
Consumer Cyclical | 12.47 | 10.74 |
Healthcare | 11.34 | 11.80 |
Industrials | 11.06 | 11.24 |
Communication Services | 6.80 | 7.20 |
Consumer Defensive | 4.52 | 6.12 |
Real Estate | 4.34 | 3.90 |
Energy | 4.07 | 4.18 |
Utilities | 3.01 | 2.72 |
Basic Materials | 2.69 | 3.86 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 19.11 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 10.20 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 8.82 | - | - | |
JPMorgan US Equity R6 | - | 8.72 | - | - | |
JPMorgan Growth Advantage R6 | - | 8.60 | - | - | |
JPMorgan Value Advantage R6 | - | 8.40 | - | - | |
JPMorgan Global Select Equity ETF | - | 6.93 | - | - | |
JPMorgan Core Bond R6 | - | 6.38 | - | - | |
JPMorgan International Equity R6 | - | 5.45 | - | - | |
JPMorgan High Yield R6 | - | 3.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.35B | 3.51 | 2.40 | 2.02 | ||
JPMorgan Core Bond Select | 22.23B | 3.46 | 2.23 | 1.84 | ||
JPMorgan Core Plus Bond R6 | 14.31B | 3.25 | 2.65 | 2.19 | ||
JPMorgan Short Duration Bond R6 | 8.16B | 2.38 | 4.14 | 2.18 | ||
JPMorgan Strategic Income Opps Sel | 7.58B | 1.27 | 4.20 | 2.80 |
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