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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 2.18 | 1.17 |
Stocks | 98.93 | 98.93 | 0.00 |
Bonds | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.33 | 15.25 |
Price to Book | 2.88 | 2.55 |
Price to Sales | 2.41 | 1.74 |
Price to Cash Flow | 11.95 | 9.78 |
Dividend Yield | 2.98 | 3.56 |
5 Years Earnings Growth | 9.38 | 8.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.41 | 14.54 |
Financial Services | 17.57 | 18.31 |
Healthcare | 10.40 | 13.89 |
Consumer Cyclical | 10.26 | 8.27 |
Industrials | 9.37 | 12.35 |
Consumer Defensive | 7.04 | 12.05 |
Energy | 6.07 | 5.85 |
Utilities | 5.58 | 5.70 |
Communication Services | 5.22 | 6.64 |
Basic Materials | 3.21 | 4.03 |
Real Estate | 1.87 | 3.67 |
Number of long holdings: 576
Number of short holdings: 133
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.38 | 442.57 | +0.22% | |
UnitedHealth | US91324P1021 | 3.24 | 497.12 | -0.04% | |
CME Group | US12572Q1058 | 2.98 | 197.13 | +0.76% | |
Meta Platforms | US30303M1027 | 2.71 | 504.16 | +0.11% | |
Taiwan Semiconductor | US8740391003 | 2.66 | 172.51 | -0.23% | |
Exxon Mobil | US30231G1022 | 2.40 | 109.11 | -0.85% | |
Coca-Cola | US1912161007 | 2.32 | 62.55 | -0.70% | |
Louis Vuitton | FR0000121014 | 2.25 | 711.40 | -2.75% | |
Apple | US0378331005 | 2.19 | 212.49 | -0.82% | |
Vinci | FR0000125486 | 2.16 | 98.14 | -2.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.37B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Inc | 3.37B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Acc | 3.37B | 4.33 | 7.76 | 11.90 | ||
JPM US Equity Income Fund C Net Inc | 3.37B | 4.34 | 7.76 | 11.91 | ||
JPM US Equity Income Fund B Net Acc | 3.37B | 4.18 | 7.38 | 11.55 |
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