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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.52 | 5.56 | 0.04 |
Stocks | 29.32 | 29.32 | 0.00 |
Bonds | 64.89 | 65.41 | 0.52 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.08 | 0.09 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.00 | 16.70 |
Price to Book | 2.80 | 2.50 |
Price to Sales | 1.94 | 1.76 |
Price to Cash Flow | 11.81 | 10.49 |
Dividend Yield | 1.95 | 2.58 |
5 Years Earnings Growth | 11.29 | 10.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.83 | 18.64 |
Financial Services | 16.12 | 15.14 |
Industrials | 12.40 | 11.13 |
Consumer Cyclical | 12.24 | 8.93 |
Healthcare | 11.81 | 12.49 |
Communication Services | 6.37 | 6.15 |
Consumer Defensive | 5.13 | 7.36 |
Energy | 4.97 | 6.42 |
Basic Materials | 3.31 | 4.26 |
Real Estate | 2.58 | 6.88 |
Utilities | 2.23 | 3.89 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 33.73 | - | - | |
JPMorgan Core Plus Bond R6 | - | 15.03 | - | - | |
JPMorgan Income R6 | - | 6.58 | - | - | |
JPMorgan Limited Duration Bond ETF | - | 5.74 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 4.18 | - | - | |
JPMorgan US Equity R6 | - | 3.98 | - | - | |
JPMorgan Large Cap Growth R6 | - | 3.03 | - | - | |
JPMorgan High Yield R6 | - | 2.89 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 2.52 | - | - | |
JPMorgan Value Advantage R6 | - | 2.42 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.98B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.75B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.38B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.81B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.21B | 6.63 | 8.17 | 13.14 |
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