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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.190 | 6.220 | 0.030 |
Shares | 39.910 | 39.910 | 0.000 |
Bonds | 53.760 | 53.800 | 0.040 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.154 | 17.033 |
Price to Book | 2.575 | 2.372 |
Price to Sales | 1.929 | 1.721 |
Price to Cash Flow | 11.473 | 10.177 |
Dividend Yield | 2.175 | 2.617 |
5 Years Earnings Growth | 11.440 | 10.853 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.930 | 21.657 |
Financial Services | 15.190 | 15.250 |
Healthcare | 11.300 | 11.864 |
Industrials | 10.780 | 11.181 |
Consumer Cyclical | 10.560 | 10.426 |
Communication Services | 7.230 | 6.722 |
Consumer Defensive | 5.920 | 6.116 |
Real Estate | 4.800 | 4.880 |
Energy | 4.010 | 4.667 |
Basic Materials | 3.770 | 4.340 |
Utilities | 2.500 | 2.895 |
Number of long holdings: 810
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 20.89 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.52 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 9.98 | - | - | |
JPMorgan High Yield R6 | - | 5.38 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.07 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.83 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.81 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.87 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.86 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.21B | 14.10 | 7.50 | 8.34 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.14B | 14.32 | 7.77 | 8.61 | ||
JPMorgan Hedged Equity A | 1.44B | 13.90 | 7.24 | 8.06 | ||
JPMorgan Hedged Equity Fund Class C | 538.34M | 13.53 | 6.69 | 7.52 | ||
JPMorgan SmartRetirement Income R6 | 387.1M | 8.80 | 1.87 | - |
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