
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.890 | 2.900 | 0.010 |
Stocks | 85.860 | 85.860 | 0.000 |
Bonds | 11.150 | 11.150 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.996 | 17.490 |
Price to Book | 2.661 | 2.677 |
Price to Sales | 2.004 | 1.935 |
Price to Cash Flow | 11.854 | 11.120 |
Dividend Yield | 2.140 | 2.056 |
5 Years Earnings Growth | 10.015 | 11.040 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.230 | 22.888 |
Financial Services | 16.470 | 16.018 |
Consumer Cyclical | 11.300 | 11.101 |
Industrials | 10.760 | 11.198 |
Healthcare | 10.140 | 11.596 |
Communication Services | 7.500 | 7.256 |
Consumer Defensive | 5.870 | 5.931 |
Real Estate | 4.410 | 3.516 |
Energy | 3.440 | 4.009 |
Basic Materials | 3.330 | 3.844 |
Utilities | 2.560 | 2.640 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 46.26 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 22.46 | - | - | |
JPMorgan Core Plus Bond R6 | - | 6.12 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.21 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.01 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 3.97 | - | - | |
JPMorgan Core Bond R6 | - | 3.06 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.58 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.73 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 1.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.95B | 2.85 | 0.16 | 1.96 | ||
JPMorgan Core Bond Select | 22.22B | 2.93 | 0.03 | 1.80 | ||
JPMorgan Core Plus Bond R6 | 13.84B | 2.91 | 0.47 | 2.18 | ||
JPMorgan Short Duration Bond R6 | 7.87B | 1.24 | 3.09 | 2.10 | ||
JPMorgan Strategic Income Opps Sel | 7.54B | 0.59 | 3.98 | 2.76 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review