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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.42 | 3.42 | 0.00 |
Shares | 43.85 | 43.85 | 0.00 |
Bonds | 46.85 | 46.88 | 0.03 |
Convertible | 2.37 | 2.37 | 0.00 |
Preferred | 3.39 | 3.39 | 0.00 |
Other | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.76 | 16.71 |
Price to Book | 2.15 | 2.51 |
Price to Sales | 1.58 | 1.77 |
Price to Cash Flow | 8.66 | 10.55 |
Dividend Yield | 3.97 | 2.58 |
5 Years Earnings Growth | 9.05 | 10.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.01 | 18.77 |
Financial Services | 14.76 | 15.16 |
Utilities | 9.87 | 3.88 |
Consumer Cyclical | 8.96 | 8.93 |
Communication Services | 8.82 | 6.19 |
Industrials | 8.51 | 11.14 |
Consumer Defensive | 7.58 | 7.32 |
Healthcare | 7.53 | 12.47 |
Energy | 7.42 | 6.41 |
Basic Materials | 4.45 | 4.15 |
Real Estate | 4.09 | 6.78 |
Number of long holdings: 3,066
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 5.20 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 4.38 | - | - | |
United States Treasury Notes 4.125% | - | 0.99 | - | - | |
Microsoft | US5949181045 | 0.70 | 449.78 | +0.92% | |
Taiwan Semicon | TW0002330008 | 0.66 | 940.00 | -3.09% | |
JPMorgan Income ETF | - | 0.51 | - | - | |
UnitedHealth | US91324P1021 | 0.36 | 482.89 | -0.34% | |
CME Group | US12572Q1058 | 0.35 | 194.45 | -2.04% | |
Coca-Cola | US1912161007 | 0.32 | 62.77 | +0.95% | |
AbbVie | US00287Y1091 | 0.31 | 170.56 | -0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 61.12B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.03B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 22.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.23B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.72B | 12.11 | 10.08 | 13.41 |
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