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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.21 | 5.22 | 0.01 |
Stocks | 45.09 | 45.09 | 0.00 |
Bonds | 49.44 | 49.46 | 0.02 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.14 | 0.15 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.28 | 16.99 |
Price to Book | 2.86 | 2.51 |
Price to Sales | 2.14 | 1.76 |
Price to Cash Flow | 12.07 | 10.54 |
Dividend Yield | 2.02 | 2.20 |
5 Years Earnings Growth | 10.99 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.78 | 20.95 |
Financial Services | 15.20 | 15.03 |
Consumer Cyclical | 12.62 | 10.57 |
Industrials | 11.71 | 11.45 |
Healthcare | 11.34 | 12.23 |
Communication Services | 5.46 | 6.54 |
Consumer Defensive | 4.92 | 6.49 |
Energy | 4.65 | 4.97 |
Real Estate | 4.29 | 4.65 |
Basic Materials | 3.57 | 4.43 |
Utilities | 2.45 | 2.70 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.31 | - | - | |
JPMorgan US Equity R6 | - | 10.48 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.47 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.10 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.50 | - | - | |
JPMorgan High Yield R6 | - | 4.89 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.45 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 4.06 | - | - | |
JPMorgan International Equity R6 | - | 3.49 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.44B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.3B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.56B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.97B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.62B | 0.52 | 0.60 | 1.60 |
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