Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.25 | 6.26 | 0.01 |
Shares | 40.96 | 40.96 | 0.00 |
Bonds | 52.65 | 52.68 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.84 | 17.57 |
Price to Book | 2.64 | 2.50 |
Price to Sales | 1.98 | 1.81 |
Price to Cash Flow | 11.66 | 10.28 |
Dividend Yield | 2.13 | 2.23 |
5 Years Earnings Growth | 10.93 | 10.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.76 | 20.40 |
Financial Services | 16.08 | 15.44 |
Industrials | 11.05 | 11.16 |
Healthcare | 10.70 | 12.23 |
Consumer Cyclical | 10.67 | 10.68 |
Communication Services | 7.28 | 6.83 |
Consumer Defensive | 5.87 | 6.67 |
Real Estate | 4.73 | 4.78 |
Energy | 3.61 | 4.43 |
Basic Materials | 3.60 | 4.20 |
Utilities | 2.66 | 3.21 |
Number of long holdings: 676
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.98 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.37 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 9.91 | - | - | |
JPMorgan High Yield R6 | - | 5.34 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.02 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.69 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.06 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.82 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.80 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.97B | 2.25 | -1.68 | 1.79 | ||
JPMorgan Core Bond Select | 21.8B | 1.98 | -1.85 | 1.61 | ||
JPMorgan Core Plus Bond R6 | 13.59B | 3.00 | -1.50 | 2.04 | ||
JPMorgan Strategic Income Opps Sel | 7.47B | 5.35 | 3.69 | 2.79 | ||
JPMorgan Short Duration Bond R6 | 7.42B | 5.22 | 2.25 | 2.02 |
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