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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.53 | 3.62 | 0.09 |
Shares | 78.19 | 78.19 | 0.00 |
Bonds | 17.97 | 17.98 | 0.01 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.23 | 0.25 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.66 | 17.28 |
Price to Book | 2.65 | 2.52 |
Price to Sales | 1.96 | 1.75 |
Price to Cash Flow | 11.38 | 10.54 |
Dividend Yield | 2.10 | 2.17 |
5 Years Earnings Growth | 11.69 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.63 | 21.60 |
Financial Services | 16.44 | 14.89 |
Consumer Cyclical | 12.18 | 11.02 |
Healthcare | 11.94 | 12.59 |
Industrials | 10.86 | 11.59 |
Communication Services | 5.86 | 6.44 |
Consumer Defensive | 4.96 | 6.36 |
Real Estate | 4.77 | 4.03 |
Energy | 4.66 | 4.60 |
Basic Materials | 3.10 | 4.33 |
Utilities | 2.61 | 2.54 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 12.19 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 11.51 | - | - | |
JPMorgan US Equity R6 | - | 10.48 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.44 | - | - | |
JPMorgan Growth Advantage R6 | - | 10.09 | - | - | |
JPMorgan Value Advantage R6 | - | 9.97 | - | - | |
JPMorgan Global Select Equity ETF | - | 8.15 | - | - | |
JPMorgan International Equity R6 | - | 6.20 | - | - | |
JPMorgan Core Bond R6 | - | 4.28 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.34B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 20.18B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.54B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.45B | -0.10 | -1.78 | 2.03 |
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