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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.04 | 7.05 | 0.01 |
Shares | 39.94 | 39.94 | 0.00 |
Bonds | 52.77 | 52.79 | 0.02 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.12 | 0.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.31 | 17.50 |
Price to Book | 2.86 | 2.45 |
Price to Sales | 2.14 | 1.73 |
Price to Cash Flow | 12.08 | 10.07 |
Dividend Yield | 2.02 | 2.26 |
5 Years Earnings Growth | 10.98 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.79 | 19.85 |
Financial Services | 15.18 | 15.05 |
Consumer Cyclical | 12.62 | 10.70 |
Industrials | 11.71 | 11.41 |
Healthcare | 11.34 | 12.59 |
Communication Services | 5.46 | 6.60 |
Consumer Defensive | 4.92 | 6.84 |
Energy | 4.65 | 4.84 |
Real Estate | 4.33 | 4.65 |
Basic Materials | 3.56 | 4.41 |
Utilities | 2.45 | 3.09 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.58 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.47 | - | - | |
JPMorgan US Equity R6 | - | 9.27 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.26 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.74 | - | - | |
JPMorgan High Yield R6 | - | 5.29 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.16 | - | - | |
JPMorgan Global Select Equity ETF | - | 3.99 | - | - | |
JPMorgan International Equity R6 | - | 3.09 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.68B | -0.87 | -2.42 | 1.67 | ||
JPMorgan Core Bond Select | 20.43B | -1.04 | -2.62 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 12.8B | -0.50 | -2.30 | 1.88 | ||
JPMorgan Strategic Income Opps Sel | 6.98B | 2.58 | 2.83 | 2.46 | ||
JPMorgan Short Duration Bond R6 | 5.96B | 1.35 | 0.84 | 1.66 |
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