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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.33 | 4.35 | 0.02 |
Stocks | 67.85 | 67.85 | 0.00 |
Bonds | 27.48 | 27.48 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.23 | 0.24 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.28 | 17.42 |
Price to Book | 2.77 | 2.58 |
Price to Sales | 2.09 | 1.81 |
Price to Cash Flow | 12.14 | 10.88 |
Dividend Yield | 2.02 | 2.09 |
5 Years Earnings Growth | 10.85 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.60 | 21.72 |
Financial Services | 16.41 | 15.04 |
Consumer Cyclical | 12.39 | 10.89 |
Healthcare | 11.35 | 12.46 |
Industrials | 11.30 | 11.64 |
Communication Services | 5.92 | 6.74 |
Energy | 4.89 | 4.60 |
Real Estate | 4.88 | 3.98 |
Consumer Defensive | 4.85 | 6.22 |
Basic Materials | 3.12 | 4.24 |
Utilities | 2.31 | 2.47 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 19.13 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 10.09 | - | - | |
JPMorgan US Equity R6 | - | 9.11 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.07 | - | - | |
JPMorgan Value Advantage R6 | - | 8.68 | - | - | |
JPMorgan Growth Advantage R6 | - | 8.63 | - | - | |
JPMorgan Global Select Equity ETF | - | 7.03 | - | - | |
JPMorgan Core Bond R6 | - | 6.39 | - | - | |
JPMorgan International Equity R6 | - | 5.43 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.57B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.36B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.71B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.98B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.79B | 0.52 | 0.60 | 1.60 |
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