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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.83 | 3.83 | 0.00 |
Shares | 76.71 | 76.71 | 0.00 |
Bonds | 19.08 | 19.08 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.19 | 17.06 |
Price to Book | 2.68 | 2.53 |
Price to Sales | 2.04 | 1.84 |
Price to Cash Flow | 11.02 | 10.43 |
Dividend Yield | 2.17 | 2.22 |
5 Years Earnings Growth | 9.05 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.40 | 21.49 |
Financial Services | 18.60 | 16.45 |
Consumer Cyclical | 12.41 | 10.83 |
Healthcare | 11.26 | 11.69 |
Industrials | 11.09 | 11.47 |
Communication Services | 6.75 | 7.01 |
Consumer Defensive | 4.65 | 6.22 |
Real Estate | 4.41 | 4.10 |
Energy | 3.73 | 4.11 |
Utilities | 3.02 | 2.72 |
Basic Materials | 2.68 | 3.93 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 12.68 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 11.65 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.08 | - | - | |
JPMorgan US Equity R6 | - | 10.02 | - | - | |
JPMorgan Growth Advantage R6 | - | 9.83 | - | - | |
JPMorgan Value Advantage R6 | - | 9.59 | - | - | |
JPMorgan Global Select Equity ETF | - | 7.91 | - | - | |
JPMorgan International Equity R6 | - | 6.24 | - | - | |
JPMorgan Core Bond R6 | - | 4.23 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.12B | 2.66 | 2.05 | 1.94 | ||
JPMorgan Core Bond Select | 22.15B | 2.70 | 1.91 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 14.07B | 2.53 | 2.33 | 2.12 | ||
JPMorgan Short Duration Bond R6 | 8.1B | 2.27 | 3.94 | 2.16 | ||
JPMorgan Strategic Income Opps Sel | 7.58B | 1.71 | 4.50 | 2.83 |
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