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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.28 | 3.29 | 0.01 |
Stocks | 85.47 | 85.47 | 0.00 |
Bonds | 10.92 | 10.96 | 0.04 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.29 | 0.31 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.24 | 17.79 |
Price to Book | 2.88 | 2.75 |
Price to Sales | 1.91 | 1.87 |
Price to Cash Flow | 11.79 | 11.22 |
Dividend Yield | 1.83 | 2.00 |
5 Years Earnings Growth | 11.50 | 11.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.19 | 20.70 |
Financial Services | 14.96 | 14.98 |
Industrials | 12.65 | 12.65 |
Consumer Cyclical | 12.59 | 12.08 |
Healthcare | 11.33 | 12.73 |
Communication Services | 6.68 | 6.56 |
Energy | 5.00 | 4.64 |
Consumer Defensive | 4.59 | 6.28 |
Basic Materials | 3.47 | 3.83 |
Real Estate | 2.34 | 4.01 |
Utilities | 2.18 | 2.47 |
Number of long holdings: 24
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 14.73 | - | - | |
JPMorgan Large Cap Growth R6 | - | 12.26 | - | - | |
JPMorgan Large Cap Value R6 | - | 8.90 | - | - | |
JPMorgan Core Bond R6 | - | 8.26 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 8.07 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.89 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 5.35 | - | - | |
JPMorgan Market Expansion Enh Eq ETF | - | 4.88 | - | - | |
JPMorgan International Equity R6 | - | 4.46 | - | - | |
JPMorgan Value Advantage R6 | - | 3.21 | - | - |
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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