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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.34 | 4.34 | 0.00 |
Shares | 66.87 | 66.87 | 0.00 |
Bonds | 28.41 | 28.41 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.22 | 17.35 |
Price to Book | 2.68 | 2.61 |
Price to Sales | 2.04 | 1.91 |
Price to Cash Flow | 11.04 | 10.83 |
Dividend Yield | 2.17 | 2.12 |
5 Years Earnings Growth | 9.05 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.38 | 21.77 |
Financial Services | 18.58 | 16.50 |
Consumer Cyclical | 12.40 | 10.73 |
Healthcare | 11.29 | 11.76 |
Industrials | 11.09 | 11.30 |
Communication Services | 6.75 | 7.19 |
Consumer Defensive | 4.65 | 6.18 |
Real Estate | 4.41 | 3.91 |
Energy | 3.74 | 4.10 |
Utilities | 3.03 | 2.72 |
Basic Materials | 2.68 | 3.85 |
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 | 24.55B | 2.66 | 2.05 | 1.94 | ||
JPMorgan Core Bond Select | 22.42B | 2.70 | 1.91 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 14.48B | 2.53 | 2.33 | 2.12 | ||
JPMorgan Short Duration Bond R6 | 8.1B | 2.27 | 3.94 | 2.16 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 1.71 | 4.50 | 2.83 |
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