Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.730 | 6.750 | 0.020 |
Shares | 39.770 | 39.770 | 0.000 |
Bonds | 53.350 | 53.410 | 0.060 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.135 | 16.728 |
Price to Book | 2.540 | 2.417 |
Price to Sales | 1.899 | 1.794 |
Price to Cash Flow | 11.420 | 10.533 |
Dividend Yield | 2.202 | 2.585 |
5 Years Earnings Growth | 11.177 | 10.881 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.360 | 21.892 |
Financial Services | 15.730 | 15.685 |
Healthcare | 11.100 | 11.544 |
Industrials | 11.070 | 11.185 |
Consumer Cyclical | 10.750 | 10.347 |
Communication Services | 7.120 | 6.934 |
Consumer Defensive | 6.000 | 5.893 |
Real Estate | 4.780 | 5.062 |
Basic Materials | 3.780 | 4.103 |
Energy | 3.620 | 4.295 |
Utilities | 2.690 | 3.064 |
Number of long holdings: 845
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 20.96 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.48 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.03 | - | - | |
JPMorgan High Yield R6 | - | 5.33 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.05 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 4.18 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.80 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.86 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.85 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17B | 20.33 | 9.25 | 8.71 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.23B | 20.65 | 9.53 | 8.98 | ||
JPMorgan Hedged Equity A | 1.5B | 20.07 | 8.99 | 8.44 | ||
JPMorgan Hedged Equity Fund Class C | 584.75M | 19.55 | 8.44 | 7.90 | ||
JPMorgan SmartRetirement Income R6 | 375.3M | 10.55 | 2.85 | 4.62 |
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