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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.88 | 7.92 | 0.04 |
Stocks | 39.44 | 39.44 | 0.00 |
Bonds | 52.43 | 52.47 | 0.04 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 17.48 |
Price to Book | 2.77 | 2.44 |
Price to Sales | 2.08 | 1.73 |
Price to Cash Flow | 11.62 | 10.04 |
Dividend Yield | 2.20 | 2.26 |
5 Years Earnings Growth | 11.05 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.71 | 19.87 |
Financial Services | 15.21 | 15.06 |
Consumer Cyclical | 12.43 | 10.72 |
Industrials | 11.63 | 11.41 |
Healthcare | 11.45 | 12.60 |
Communication Services | 5.51 | 6.58 |
Consumer Defensive | 5.07 | 6.83 |
Energy | 4.74 | 4.82 |
Real Estate | 4.16 | 4.67 |
Basic Materials | 3.56 | 4.40 |
Utilities | 2.52 | 3.08 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.50 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.51 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.14 | - | - | |
JPMorgan US Equity R6 | - | 9.13 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.74 | - | - | |
JPMorgan High Yield R6 | - | 5.44 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.12 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.95 | - | - | |
JPMorgan International Equity R6 | - | 3.08 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.56B | -0.87 | -2.42 | 1.67 | ||
JPMorgan Core Bond Select | 20.33B | -1.04 | -2.62 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 12.71B | -0.50 | -2.30 | 1.88 | ||
JPMorgan Strategic Income Opps Sel | 7B | 2.58 | 2.83 | 2.46 | ||
JPMorgan Short Duration Bond R6 | 5.85B | 1.35 | 0.84 | 1.66 |
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