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Jpmorgan Hedged Equity Fund Class R5 (0P0000ZNC5)

US Funds

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32.680 +0.030 +0.09%

27/09 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 5.22M

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Other

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0P0000ZNC5 Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Hedged Equity Fund Class R5 (0P0000ZNC5) fund. Our JPMorgan Hedged Equity Fund Class R5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	2.100	2.110	0.010
Stocks	97.900	98.710	0.810

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.615	20.548
Price to Book	4.092	3.973
Price to Sales	2.673	2.649
Price to Cash Flow	14.650	13.980
Dividend Yield	1.441	1.684
5 Years Earnings Growth	11.393	11.115

Sector Allocation

Name	Net %	Category Average
Technology	30.920	29.015
Healthcare	12.960	13.757
Financial Services	12.900	12.575
Consumer Cyclical	11.190	10.237
Communication Services	8.210	7.278
Industrials	7.330	9.452
Consumer Defensive	5.940	7.195
Energy	3.900	3.680
Utilities	2.300	3.344
Real Estate	2.220	1.673
Basic Materials	2.150	1.799

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 171

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.77	428.02	-0.76%
Apple	US0378331005	6.26	227.79	+0.12%
NVIDIA	US67066G1040	4.08	121.40	-2.13%
Amazon.com	US0231351067	3.99	187.97	-1.67%
Meta Platforms	US30303M1027	2.47	567.36	-0.08%
Alphabet A	US02079K3059	2.01	163.95	+0.75%
Mastercard	US57636Q1040	1.61	493.64	+0.48%
Exxon Mobil	US30231G1022	1.53	115.82	+2.68%
UnitedHealth	US91324P1021	1.49	581.85	+1.22%
Alphabet C	US02079K1079	1.41	165.29	+0.89%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	16.31B	14.10	7.50	8.34
JPMorgan Hedged Equity Fund Class 6	2.15B	14.32	7.77	8.61
JPMorgan Hedged Equity A	1.46B	13.90	7.24	8.06
JPMorgan SmartRetirement Blend Inc6	743.38M	8.60	1.79	4.49
JPMorgan Hedged Equity Fund Class C	544.15M	13.53	6.69	7.52

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Hedged E.	32.680	+0.030	+0.09%