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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.180 | 3.190 | 0.010 |
Shares | 84.930 | 84.930 | 0.000 |
Bonds | 11.770 | 11.770 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.106 | 17.208 |
Price to Book | 2.487 | 2.609 |
Price to Sales | 1.889 | 1.899 |
Price to Cash Flow | 10.695 | 10.775 |
Dividend Yield | 2.276 | 2.114 |
5 Years Earnings Growth | 9.434 | 10.548 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.540 | 22.244 |
Financial Services | 17.410 | 16.574 |
Industrials | 11.150 | 11.254 |
Consumer Cyclical | 10.470 | 10.902 |
Healthcare | 10.350 | 11.703 |
Communication Services | 7.620 | 7.171 |
Consumer Defensive | 6.420 | 6.139 |
Real Estate | 4.540 | 3.523 |
Basic Materials | 3.390 | 3.830 |
Energy | 3.350 | 4.028 |
Utilities | 2.760 | 2.633 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 45.34 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 22.72 | - | - | |
JPMorgan Core Plus Bond R6 | - | 7.62 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.03 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.05 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.03 | - | - | |
JPMorgan Core Bond R6 | - | 2.55 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.52 | - | - | |
JPMorgan High Yield R6 | - | 1.84 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.57B | 2.66 | 2.05 | 1.94 | ||
JPMorgan Core Bond Select | 22.39B | 2.70 | 1.91 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 14.5B | 2.53 | 2.33 | 2.12 | ||
JPMorgan Short Duration Bond R6 | 7.82B | 2.27 | 3.94 | 2.16 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 1.71 | 4.50 | 2.83 |
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