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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 1.19 | 0.85 |
Stocks | 99.65 | 99.65 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.52 | 15.68 |
Price to Book | 2.84 | 3.22 |
Price to Sales | 1.90 | 1.71 |
Price to Cash Flow | 11.96 | 10.80 |
Dividend Yield | 2.82 | 2.77 |
5 Years Earnings Growth | 9.03 | 9.89 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.32 | 16.33 |
Healthcare | 15.87 | 13.25 |
Industrials | 13.06 | 11.86 |
Technology | 9.69 | 21.24 |
Consumer Defensive | 9.62 | 7.44 |
Energy | 8.68 | 7.45 |
Consumer Cyclical | 6.21 | 8.90 |
Utilities | 4.35 | 5.89 |
Basic Materials | 3.61 | 4.14 |
Communication Services | 2.66 | 4.36 |
Real Estate | 1.93 | 2.74 |
Number of long holdings: 260
Number of short holdings: 42
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ConocoPhillips | - | 3.04 | - | - | |
Wells Fargo & Co | - | 2.92 | - | - | |
Bank of America | US0605051046 | 2.36 | 37.01 | +0.15% | |
Morgan Stanley | - | 2.18 | - | - | |
Chevron Corp | - | 2.18 | - | - | |
BlackRock Inc | - | 2.11 | - | - | |
Charles Schwab Corp | - | 1.98 | - | - | |
Comcast Corp Class A | - | 1.97 | - | - | |
AbbVie Inc | - | 1.95 | - | - | |
Exxon Mobil Corp | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.5B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.5B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Inc | 3.5B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.5B | 3.29 | 11.72 | 13.15 | ||
JP Morgan Emerging Markets B Net Ac | 2.33B | 3.64 | -6.41 | 6.77 |
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