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Jpmorgan Opportunistic Equity Long/short Fund Class A (JOELX)

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JPMorgan Opportunistic Equity Long/Short Fund Clas historical data, for real-time data please try another search

17.570 0.000 0%

20/09 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.83M

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JOELX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Opportunistic Equity Long/Short Fund Clas (JOELX) fund. Our JPMorgan Opportunistic Equity Long/Short Fund Clas portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	18.910	18.930	0.020
Shares	81.090	112.850	31.760

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.387	16.893
Price to Book	3.793	2.753
Price to Sales	2.065	1.921
Price to Cash Flow	11.411	10.072
Dividend Yield	0.957	1.932
5 Years Earnings Growth	11.109	10.871

Sector Allocation

Name	Net %	Category Average
Technology	35.210	22.400
Healthcare	13.650	12.982
Utilities	12.770	4.164
Consumer Defensive	11.410	4.072
Consumer Cyclical	7.770	8.279
Industrials	7.140	9.285
Communication Services	6.160	10.089
Financial Services	5.880	21.126

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 32

Number of short holdings: 17

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	10.40	309.11	+2.14%
PG E	US69331C1080	9.32	13.99	-0.64%
Fiserv	US3377381088	8.10	172.33	+0.57%
Berkshire Hathaway B	US0846707026	6.08	485.68	+0.13%
Alphabet A	US02079K3059	5.95	178.53	+2.88%
Adobe	US00724F1012	5.51	385.83	+0.23%
Walmart	US9311421039	5.48	97.27	+1.30%
NXP	NL0009538784	5.41	217.04	-0.58%
Constellation Brands A	US21036P1084	4.93	161.33	+0.01%
Taiwan Semiconductor	US8740391003	4.78	228.57	+2.04%

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	71.95B	0.30	19.54	17.00
JPMorgan Large Cap Growth Select	29.6B	0.19	19.24	16.70
JPMorgan Equity Income R6	21.98B	2.30	6.83	9.54
JPMorgan US Equity R6	18.14B	-0.51	13.83	13.03
JPMorgan Equity Income Select	15.4B	2.24	6.58	9.25

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