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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.74 | 7.76 | 0.02 |
Shares | 39.67 | 39.67 | 0.00 |
Bonds | 52.34 | 52.36 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.13 | 0.14 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.33 | 16.69 |
Price to Book | 2.76 | 2.39 |
Price to Sales | 2.18 | 1.78 |
Price to Cash Flow | 11.14 | 10.06 |
Dividend Yield | 2.12 | 2.60 |
5 Years Earnings Growth | 9.76 | 10.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.24 | 21.37 |
Financial Services | 18.01 | 16.51 |
Consumer Cyclical | 12.47 | 10.43 |
Industrials | 11.10 | 11.05 |
Healthcare | 10.64 | 11.41 |
Communication Services | 6.34 | 7.08 |
Consumer Defensive | 4.83 | 5.93 |
Energy | 4.13 | 4.23 |
Real Estate | 3.84 | 5.04 |
Utilities | 3.31 | 3.06 |
Basic Materials | 3.09 | 3.87 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.33 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.44 | - | - | |
JPMorgan US Equity R6 | - | 9.25 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.25 | - | - | |
JPMorgan High Yield R6 | - | 6.61 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.67 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.01 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.00 | - | - | |
JPMorgan International Equity R6 | - | 3.06 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.75B | -5.20 | 9.51 | 7.72 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.01B | -5.13 | 9.79 | 7.98 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.51B | 1.54 | 5.65 | 4.48 | ||
JPMorgan Hedged Equity A | 1.44B | -5.28 | 9.25 | 7.45 | ||
JPMorgan Hedged Equity Fund Class C | 582.8M | -5.44 | 8.70 | 6.92 |
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