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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.97 | 4.08 | 0.11 |
Shares | 68.83 | 68.83 | 0.00 |
Bonds | 26.87 | 26.88 | 0.01 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.21 | 0.22 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 17.38 |
Price to Book | 2.65 | 2.57 |
Price to Sales | 1.96 | 1.80 |
Price to Cash Flow | 11.38 | 10.81 |
Dividend Yield | 2.09 | 2.10 |
5 Years Earnings Growth | 11.67 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 21.56 |
Financial Services | 16.41 | 15.04 |
Consumer Cyclical | 12.18 | 10.94 |
Healthcare | 11.96 | 12.57 |
Industrials | 10.88 | 11.54 |
Communication Services | 5.86 | 6.66 |
Consumer Defensive | 4.94 | 6.30 |
Real Estate | 4.76 | 4.04 |
Energy | 4.67 | 4.55 |
Basic Materials | 3.09 | 4.29 |
Utilities | 2.62 | 2.50 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 18.34 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 10.17 | - | - | |
JPMorgan US Equity R6 | - | 9.27 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.23 | - | - | |
JPMorgan Growth Advantage R6 | - | 8.90 | - | - | |
JPMorgan Value Advantage R6 | - | 8.79 | - | - | |
JPMorgan Global Select Equity ETF | - | 7.20 | - | - | |
JPMorgan Core Bond R6 | - | 6.41 | - | - | |
JPMorgan International Equity R6 | - | 5.47 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.06B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 19.83B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.34B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.97B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.37B | -0.10 | -1.78 | 2.03 |
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