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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.93 | 3.94 | 0.01 |
Stocks | 56.48 | 56.48 | 0.00 |
Bonds | 39.47 | 39.48 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 17.20 |
Price to Book | 2.56 | 2.56 |
Price to Sales | 1.89 | 1.78 |
Price to Cash Flow | 11.51 | 10.71 |
Dividend Yield | 2.25 | 2.15 |
5 Years Earnings Growth | 11.15 | 11.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.14 | 21.29 |
Financial Services | 15.21 | 14.79 |
Healthcare | 11.22 | 12.43 |
Industrials | 10.94 | 11.69 |
Consumer Cyclical | 10.63 | 10.74 |
Communication Services | 7.34 | 6.58 |
Consumer Defensive | 6.33 | 6.46 |
Real Estate | 4.39 | 4.17 |
Energy | 4.25 | 4.83 |
Basic Materials | 3.95 | 4.37 |
Utilities | 2.62 | 2.69 |
Number of long holdings: 895
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 31.30 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 14.75 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.42 | - | - | |
JPMorgan High Yield R6 | - | 3.54 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.13 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.05 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 2.72 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 2.58 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 1.47 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.13B | 0.07 | -2.39 | 1.75 | ||
JPMorgan Core Bond Select | 20.68B | -0.11 | -2.56 | 1.58 | ||
JPMorgan Core Plus Bond R6 | 13.18B | 0.47 | -2.25 | 1.96 | ||
JPMorgan Strategic Income Opps Sel | 7.1B | 2.94 | 2.92 | 2.48 | ||
JPMorgan Short Duration Bond R6 | 6.19B | 1.88 | 1.05 | 1.71 |
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