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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.80 | 6.84 | 0.04 |
Shares | 41.05 | 41.05 | 0.00 |
Bonds | 51.99 | 52.02 | 0.03 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.29 | 17.51 |
Price to Book | 2.45 | 2.44 |
Price to Sales | 1.74 | 1.72 |
Price to Cash Flow | 10.74 | 10.01 |
Dividend Yield | 2.23 | 2.26 |
5 Years Earnings Growth | 11.13 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.37 | 19.77 |
Financial Services | 15.06 | 15.05 |
Healthcare | 11.73 | 12.67 |
Industrials | 11.28 | 11.36 |
Consumer Cyclical | 11.13 | 10.72 |
Communication Services | 6.90 | 6.54 |
Consumer Defensive | 6.38 | 6.91 |
Real Estate | 4.74 | 4.70 |
Energy | 4.16 | 4.77 |
Basic Materials | 3.93 | 4.44 |
Utilities | 2.32 | 3.09 |
Number of long holdings: 601
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.95 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.28 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.26 | - | - | |
JPMorgan High Yield R6 | - | 5.25 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.00 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 4.07 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.83 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.92 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.92 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 1.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.06B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 19.83B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.34B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.97B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.37B | -0.10 | -1.78 | 2.03 |
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