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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.65 | 3.67 | 0.02 |
Shares | 88.67 | 88.67 | 0.00 |
Bonds | 7.29 | 7.29 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.35 | 0.37 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.04 | 17.31 |
Price to Book | 2.83 | 2.69 |
Price to Sales | 2.21 | 1.98 |
Price to Cash Flow | 11.98 | 11.01 |
Dividend Yield | 2.03 | 2.04 |
5 Years Earnings Growth | 10.40 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.58 | 22.85 |
Financial Services | 18.01 | 16.50 |
Consumer Cyclical | 12.68 | 10.99 |
Industrials | 10.75 | 11.25 |
Healthcare | 10.41 | 11.72 |
Communication Services | 6.66 | 7.34 |
Real Estate | 4.30 | 3.24 |
Energy | 4.05 | 3.92 |
Consumer Defensive | 4.01 | 5.87 |
Basic Materials | 2.84 | 3.83 |
Utilities | 2.72 | 2.49 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan International Rsrch Enh Eq ETF | - | 13.35 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 11.67 | - | - | |
JPMorgan US Equity R6 | - | 11.51 | - | - | |
JPMorgan Value Advantage R6 | - | 11.24 | - | - | |
JPMorgan Growth Advantage R6 | - | 11.22 | - | - | |
JPMorgan Global Select Equity ETF | - | 9.06 | - | - | |
JPMorgan International Equity R6 | - | 7.27 | - | - | |
JPMorgan Core Plus Bond R6 | - | 5.03 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.05 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.15B | 3.51 | 2.40 | 2.02 | ||
JPMorgan Core Bond Select | 22.05B | 3.46 | 2.23 | 1.84 | ||
JPMorgan Core Plus Bond R6 | 14.21B | 3.25 | 2.65 | 2.19 | ||
JPMorgan Short Duration Bond R6 | 8.15B | 2.38 | 4.14 | 2.18 | ||
JPMorgan Strategic Income Opps Sel | 7.59B | 1.27 | 4.20 | 2.80 |
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