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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 1.07 | 0.91 |
Shares | 99.83 | 99.83 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 15.31 |
Price to Book | 3.10 | 2.66 |
Price to Sales | 2.79 | 1.83 |
Price to Cash Flow | 10.85 | 10.36 |
Dividend Yield | 2.57 | 3.46 |
5 Years Earnings Growth | 9.30 | 8.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.10 | 15.21 |
Financial Services | 19.44 | 19.22 |
Industrials | 10.55 | 12.22 |
Healthcare | 10.09 | 12.64 |
Consumer Cyclical | 9.20 | 8.77 |
Communication Services | 7.82 | 6.75 |
Utilities | 6.38 | 5.06 |
Energy | 4.51 | 5.64 |
Consumer Defensive | 3.43 | 11.81 |
Basic Materials | 3.07 | 3.77 |
Real Estate | 1.43 | 3.36 |
Number of long holdings: 532
Number of short holdings: 148
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.70 | 392.53 | -1.80% | |
Meta Platforms | US30303M1027 | 4.27 | 658.24 | -2.29% | |
Taiwan Semicon | TW0002330008 | 3.91 | 1,040.00 | -1.89% | |
Fidelity National Info | US31620M1062 | 2.49 | 69.25 | +0.49% | |
Broadcom | US11135F1012 | 2.18 | 197.80 | -7.11% | |
Morgan Stanley | US6174464486 | 2.08 | 129.24 | -1.38% | |
Accenture | IE00B4BNMY34 | 2.03 | 356.87 | -0.41% | |
Otis Worldwide | US68902V1070 | 1.98 | 98.09 | -0.65% | |
Southern | US8425871071 | 1.97 | 88.29 | -0.52% | |
McDonald’s | US5801351017 | 1.91 | 309.95 | +1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.9B | 7.01 | 8.98 | 11.35 | ||
JPM US Equity Income Fund B Net Inc | 2.9B | 6.99 | 8.96 | 11.35 | ||
JPM US Equity Income Fund C Net Acc | 2.9B | 7.02 | 9.35 | 11.72 | ||
JPM US Equity Income Fund C Net Inc | 2.9B | 7.04 | 9.35 | 11.72 | ||
JPM US Equity Income Fund X Net Acc | 2.9B | 7.09 | 10.13 | 12.59 |
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