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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.100 | 2.110 | 0.010 |
Shares | 97.900 | 98.710 | 0.810 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.615 | 20.028 |
Price to Book | 4.092 | 3.894 |
Price to Sales | 2.673 | 2.535 |
Price to Cash Flow | 14.650 | 13.692 |
Dividend Yield | 1.441 | 1.695 |
5 Years Earnings Growth | 11.393 | 11.074 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.920 | 27.645 |
Healthcare | 12.960 | 13.924 |
Financial Services | 12.900 | 12.747 |
Consumer Cyclical | 11.190 | 10.494 |
Communication Services | 8.210 | 7.314 |
Industrials | 7.330 | 9.859 |
Consumer Defensive | 5.940 | 7.355 |
Energy | 3.900 | 3.887 |
Utilities | 2.300 | 3.251 |
Real Estate | 2.220 | 1.662 |
Basic Materials | 2.150 | 1.854 |
Number of long holdings: 171
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.77 | 451.01 | -0.41% | |
Apple | US0378331005 | 6.26 | 212.86 | -0.58% | |
NVIDIA | US67066G1040 | 4.08 | 124.48 | +0.39% | |
Amazon.com | US0231351067 | 3.99 | 193.33 | -2.28% | |
Meta Platforms | US30303M1027 | 2.47 | 509.07 | -2.02% | |
Alphabet A | US02079K3059 | 2.01 | 182.74 | -1.44% | |
Mastercard | US57636Q1040 | 1.61 | 439.88 | -0.65% | |
Exxon Mobil | US30231G1022 | 1.53 | 115.00 | +0.09% | |
UnitedHealth | US91324P1021 | 1.49 | 498.71 | +2.52% | |
Alphabet C | US02079K1079 | 1.41 | 184.16 | -1.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.54B | 7.00 | 6.32 | 7.94 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.24B | 7.12 | 6.58 | 8.21 | ||
JPMorgan Hedged Equity A | 1.4B | 6.89 | 6.06 | 7.67 | ||
JPMorgan SmartRetirement Blend Inc6 | 633.98M | 3.23 | 0.74 | 4.14 | ||
JPMorgan Hedged Equity Fund Class C | 510.12M | 6.66 | 5.51 | 7.13 |
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