
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.770 | 2.800 | 0.030 |
Shares | 90.040 | 90.040 | 0.000 |
Bonds | 7.090 | 7.090 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.128 | 17.676 |
Price to Book | 2.619 | 2.728 |
Price to Sales | 1.982 | 1.997 |
Price to Cash Flow | 11.191 | 11.222 |
Dividend Yield | 2.204 | 2.028 |
5 Years Earnings Growth | 8.894 | 10.571 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.700 | 22.917 |
Financial Services | 17.280 | 16.509 |
Industrials | 11.360 | 11.363 |
Consumer Cyclical | 10.670 | 10.996 |
Healthcare | 9.490 | 11.601 |
Communication Services | 7.720 | 7.341 |
Consumer Defensive | 6.160 | 5.924 |
Real Estate | 4.430 | 3.226 |
Basic Materials | 3.270 | 3.798 |
Energy | 3.250 | 3.840 |
Utilities | 2.670 | 2.484 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 49.25 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 22.90 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.43 | - | - | |
JPMorgan Core Plus Bond R6 | - | 4.47 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.20 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.19 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.75 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.80 | - | - | |
JPMorgan Core Bond R6 | - | 1.49 | - | - | |
JPMorgan High Yield R6 | - | 1.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.69B | 4.32 | 3.06 | 2.19 | ||
JPMorgan Core Bond Select | 22.44B | 4.24 | 2.86 | 2.01 | ||
JPMorgan Core Plus Bond R6 | 14.72B | 4.24 | 3.58 | 2.41 | ||
JPMorgan Short Duration Bond R6 | 7.63B | 3.04 | 4.45 | 2.24 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 2.05 | 4.65 | 2.91 |
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