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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.190 | 3.200 | 0.010 |
Stocks | 89.600 | 89.600 | 0.000 |
Bonds | 7.130 | 7.130 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.598 | 17.795 |
Price to Book | 2.525 | 2.703 |
Price to Sales | 1.854 | 1.897 |
Price to Cash Flow | 11.385 | 11.400 |
Dividend Yield | 2.268 | 2.011 |
5 Years Earnings Growth | 11.162 | 11.829 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.200 | 22.670 |
Financial Services | 15.330 | 14.965 |
Healthcare | 11.410 | 12.607 |
Industrials | 11.200 | 11.538 |
Consumer Cyclical | 10.920 | 10.918 |
Communication Services | 7.150 | 6.826 |
Consumer Defensive | 6.370 | 5.997 |
Real Estate | 4.550 | 3.310 |
Energy | 4.370 | 4.477 |
Basic Materials | 3.980 | 4.277 |
Utilities | 2.500 | 2.410 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 48.79 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 23.19 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.31 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.12 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.11 | - | - | |
JPMorgan Core Plus Bond R6 | - | 3.86 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.81 | - | - | |
JPMorgan Core Bond R6 | - | 1.93 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.85 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 0.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.11B | 0.07 | -2.39 | 1.75 | ||
JPMorgan Core Bond Select | 20.7B | -0.11 | -2.56 | 1.58 | ||
JPMorgan Core Plus Bond R6 | 13.19B | 0.47 | -2.25 | 1.96 | ||
JPMorgan Strategic Income Opps Sel | 7.09B | 2.94 | 2.92 | 2.48 | ||
JPMorgan Short Duration Bond R6 | 6.15B | 1.88 | 1.05 | 1.71 |
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