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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.62 | 7.65 | 0.03 |
Shares | 39.85 | 39.85 | 0.00 |
Bonds | 52.27 | 52.31 | 0.04 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.49 | 17.03 |
Price to Book | 2.87 | 2.37 |
Price to Sales | 2.25 | 1.72 |
Price to Cash Flow | 12.27 | 10.18 |
Dividend Yield | 2.04 | 2.62 |
5 Years Earnings Growth | 11.77 | 10.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.62 | 21.66 |
Financial Services | 14.74 | 15.25 |
Consumer Cyclical | 11.66 | 10.43 |
Healthcare | 11.15 | 11.86 |
Industrials | 11.02 | 11.18 |
Communication Services | 5.88 | 6.72 |
Consumer Defensive | 4.92 | 6.12 |
Energy | 4.45 | 4.67 |
Real Estate | 4.44 | 4.88 |
Basic Materials | 3.35 | 4.34 |
Utilities | 2.78 | 2.90 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.57 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.53 | - | - | |
JPMorgan US Equity R6 | - | 9.20 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.14 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.80 | - | - | |
JPMorgan High Yield R6 | - | 5.31 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.00 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.95 | - | - | |
JPMorgan International Equity R6 | - | 3.10 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.25B | 14.10 | 7.50 | 8.34 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.15B | 14.32 | 7.77 | 8.61 | ||
JPMorgan Hedged Equity A | 1.45B | 13.90 | 7.24 | 8.06 | ||
JPMorgan SmartRetirement Blend Inc6 | 741.67M | 8.60 | 1.79 | 4.49 | ||
JPMorgan Hedged Equity Fund Class C | 540.55M | 13.53 | 6.69 | 7.52 |
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