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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.05 | 4.05 | 0.00 |
Stocks | 84.17 | 84.17 | 0.00 |
Bonds | 11.48 | 11.53 | 0.05 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.91 | 17.86 |
Price to Book | 2.94 | 2.76 |
Price to Sales | 2.01 | 1.90 |
Price to Cash Flow | 12.65 | 11.37 |
Dividend Yield | 1.90 | 2.02 |
5 Years Earnings Growth | 11.94 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.06 | 21.03 |
Financial Services | 15.11 | 15.00 |
Consumer Cyclical | 11.91 | 11.86 |
Healthcare | 11.63 | 12.60 |
Industrials | 11.34 | 12.51 |
Communication Services | 6.59 | 6.75 |
Consumer Defensive | 5.02 | 6.18 |
Energy | 4.80 | 4.58 |
Basic Materials | 3.08 | 3.79 |
Real Estate | 3.01 | 4.07 |
Utilities | 2.46 | 2.59 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.86 | - | - | |
JPMorgan Large Cap Growth R6 | - | 11.59 | - | - | |
JPMorgan Large Cap Value R6 | - | 9.28 | - | - | |
JPMorgan Core Bond R6 | - | 8.87 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.85 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 7.21 | - | - | |
JPMorgan U.S. GARP Equity R6 | - | 5.20 | - | - | |
JPMorgan Market Expansion Enh Eq ETF | - | 4.75 | - | - | |
JPMorgan International Equity R6 | - | 4.31 | - | - | |
JPMorgan Value Advantage R6 | - | 3.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.29B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.74B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 23.01B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.88B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.53B | 13.40 | 6.90 | 9.72 |
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