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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.40 | 3.46 | 0.06 |
Shares | 88.82 | 88.82 | 0.00 |
Bonds | 7.44 | 7.44 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.94 | 18.31 |
Price to Book | 2.86 | 2.81 |
Price to Sales | 2.18 | 2.05 |
Price to Cash Flow | 11.84 | 11.50 |
Dividend Yield | 2.09 | 1.98 |
5 Years Earnings Growth | 9.00 | 10.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.72 | 23.63 |
Financial Services | 18.69 | 16.42 |
Consumer Cyclical | 12.13 | 10.95 |
Industrials | 11.47 | 11.49 |
Healthcare | 9.90 | 11.14 |
Communication Services | 7.11 | 7.52 |
Consumer Defensive | 4.54 | 5.77 |
Real Estate | 4.29 | 3.14 |
Energy | 3.66 | 3.74 |
Utilities | 2.98 | 2.44 |
Basic Materials | 2.53 | 3.77 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan International Rsrch Enh Eq ETF | - | 13.15 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 11.79 | - | - | |
JPMorgan US Equity R6 | - | 11.79 | - | - | |
JPMorgan Growth Advantage R6 | - | 11.29 | - | - | |
JPMorgan Value Advantage R6 | - | 11.26 | - | - | |
JPMorgan Global Select Equity ETF | - | 9.18 | - | - | |
JPMorgan International Equity R6 | - | 7.08 | - | - | |
JPMorgan Core Plus Bond R6 | - | 4.76 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.97 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 3.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 25.53B | 3.98 | 2.26 | 2.08 | ||
JPMorgan Core Bond Select | 23.11B | 3.98 | 2.13 | 1.92 | ||
JPMorgan Core Plus Bond R6 | 15.16B | 4.10 | 2.66 | 2.33 | ||
JPMorgan Short Duration Bond R6 | 7.84B | 3.03 | 4.28 | 2.23 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 2.39 | 4.78 | 2.97 |
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