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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.24 | 8.27 | 0.03 |
Shares | 39.75 | 39.75 | 0.00 |
Bonds | 51.77 | 51.80 | 0.03 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.14 | 0.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.19 | 17.34 |
Price to Book | 2.96 | 2.47 |
Price to Sales | 2.32 | 1.85 |
Price to Cash Flow | 11.92 | 10.39 |
Dividend Yield | 2.06 | 2.58 |
5 Years Earnings Growth | 9.15 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.93 | 22.17 |
Financial Services | 17.62 | 16.54 |
Industrials | 11.89 | 11.28 |
Consumer Cyclical | 11.72 | 10.41 |
Healthcare | 8.85 | 10.62 |
Communication Services | 7.12 | 7.44 |
Consumer Defensive | 4.78 | 5.86 |
Real Estate | 3.71 | 4.93 |
Energy | 3.54 | 4.04 |
Utilities | 3.09 | 2.95 |
Basic Materials | 2.75 | 3.77 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.98 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.32 | - | - | |
JPMorgan US Equity R6 | - | 9.23 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.23 | - | - | |
JPMorgan High Yield R6 | - | 7.12 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.73 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.03 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.01 | - | - | |
JPMorgan International Equity R6 | - | 3.09 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.95B | 1.88 | 11.01 | 8.43 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.09B | 2.03 | 11.29 | 8.70 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.54B | 6.78 | 7.56 | 5.05 | ||
JPMorgan Hedged Equity A | 1.46B | 1.73 | 10.74 | 8.16 | ||
JPMorgan Hedged Equity Fund Class C | 601.53M | 1.44 | 10.17 | 7.62 |
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