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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.080 | 3.090 | 0.010 |
Stocks | 89.420 | 89.430 | 0.010 |
Bonds | 7.430 | 7.430 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.228 | 17.449 |
Price to Book | 2.470 | 2.532 |
Price to Sales | 1.802 | 1.769 |
Price to Cash Flow | 10.999 | 10.625 |
Dividend Yield | 2.307 | 2.228 |
5 Years Earnings Growth | 11.017 | 11.409 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.390 | 22.246 |
Financial Services | 15.280 | 14.964 |
Healthcare | 11.450 | 12.524 |
Industrials | 11.360 | 11.672 |
Consumer Cyclical | 10.970 | 10.990 |
Communication Services | 7.020 | 6.568 |
Consumer Defensive | 6.290 | 6.098 |
Real Estate | 4.510 | 3.750 |
Energy | 4.350 | 4.621 |
Basic Materials | 4.030 | 4.196 |
Utilities | 2.360 | 2.369 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 48.45 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 23.24 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.34 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.47 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.42 | - | - | |
JPMorgan Core Plus Bond R6 | - | 4.02 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.63 | - | - | |
JPMorgan Core Bond R6 | - | 2.01 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.75 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 0.66 | - | - |
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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