
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.45 | 3.46 | 0.01 |
Shares | 84.39 | 84.39 | 0.00 |
Bonds | 11.83 | 11.83 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.28 | 0.30 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.32 | 17.22 |
Price to Book | 2.71 | 2.63 |
Price to Sales | 2.06 | 1.92 |
Price to Cash Flow | 11.25 | 10.84 |
Dividend Yield | 2.14 | 2.08 |
5 Years Earnings Growth | 9.71 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.73 | 22.65 |
Financial Services | 18.93 | 16.39 |
Consumer Cyclical | 12.59 | 11.02 |
Healthcare | 11.40 | 11.57 |
Industrials | 10.69 | 11.16 |
Communication Services | 6.69 | 7.25 |
Consumer Defensive | 4.59 | 5.94 |
Real Estate | 4.36 | 3.51 |
Energy | 4.25 | 4.04 |
Utilities | 2.99 | 2.65 |
Basic Materials | 2.79 | 3.81 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan International Rsrch Enh Eq ETF | - | 12.38 | - | - | |
JPMorgan US Equity R6 | - | 11.23 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 11.23 | - | - | |
JPMorgan Value Advantage R6 | - | 10.78 | - | - | |
JPMorgan Growth Advantage R6 | - | 10.67 | - | - | |
JPMorgan Global Select Equity ETF | - | 8.74 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.09 | - | - | |
JPMorgan International Equity R6 | - | 6.67 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.76 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 3.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.1B | 3.51 | 2.40 | 2.02 | ||
JPMorgan Core Bond Select | 22.11B | 3.46 | 2.23 | 1.84 | ||
JPMorgan Core Plus Bond R6 | 13.99B | 3.25 | 2.65 | 2.19 | ||
JPMorgan Short Duration Bond R6 | 8.03B | 2.38 | 4.14 | 2.18 | ||
JPMorgan Strategic Income Opps Sel | 7.57B | 1.27 | 4.20 | 2.80 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review