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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.52 | 7.54 | 0.02 |
Shares | 39.75 | 39.75 | 0.00 |
Bonds | 52.46 | 52.48 | 0.02 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.16 | 0.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 16.69 |
Price to Book | 2.73 | 2.39 |
Price to Sales | 2.15 | 1.78 |
Price to Cash Flow | 10.90 | 10.06 |
Dividend Yield | 2.16 | 2.61 |
5 Years Earnings Growth | 9.18 | 9.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 21.40 |
Financial Services | 17.86 | 16.52 |
Consumer Cyclical | 12.28 | 10.38 |
Industrials | 11.65 | 11.10 |
Healthcare | 10.40 | 11.39 |
Communication Services | 6.43 | 7.10 |
Consumer Defensive | 4.99 | 5.96 |
Real Estate | 3.80 | 5.05 |
Energy | 3.60 | 4.19 |
Utilities | 3.36 | 3.05 |
Basic Materials | 3.02 | 3.86 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.02 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.35 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.14 | - | - | |
JPMorgan US Equity R6 | - | 9.11 | - | - | |
JPMorgan High Yield R6 | - | 7.09 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.92 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.09 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.99 | - | - | |
JPMorgan International Equity R6 | - | 3.22 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.89B | -1.66 | 10.89 | 7.97 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.01B | -1.56 | 11.16 | 8.23 | ||
JPMorgan SmartRetirement Blend Inc6 | 1.51B | 3.64 | 6.27 | 4.68 | ||
JPMorgan Hedged Equity A | 1.45B | -1.79 | 10.60 | 7.69 | ||
JPMorgan Hedged Equity Fund Class C | 581.9M | -1.99 | 10.05 | 7.16 |
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