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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.30 | 5.33 | 0.03 |
Shares | 44.45 | 44.46 | 0.01 |
Bonds | 50.10 | 50.13 | 0.03 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.23 | 16.94 |
Price to Book | 2.46 | 2.51 |
Price to Sales | 1.78 | 1.76 |
Price to Cash Flow | 10.92 | 10.57 |
Dividend Yield | 2.29 | 2.24 |
5 Years Earnings Growth | 11.01 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.27 | 21.00 |
Financial Services | 15.22 | 15.07 |
Industrials | 11.50 | 11.52 |
Healthcare | 11.46 | 12.12 |
Consumer Cyclical | 11.02 | 10.49 |
Communication Services | 6.95 | 6.64 |
Consumer Defensive | 6.23 | 6.43 |
Real Estate | 4.60 | 4.59 |
Energy | 4.39 | 5.01 |
Basic Materials | 4.02 | 4.40 |
Utilities | 2.34 | 2.73 |
Number of long holdings: 801
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 23.66 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 11.22 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.09 | - | - | |
JPMorgan High Yield R6 | - | 4.93 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 4.05 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 4.01 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.09 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 2.14 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 2.13 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 1.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.74B | -0.87 | -2.42 | 1.67 | ||
JPMorgan Core Bond Select | 20.45B | -1.04 | -2.62 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 12.82B | -0.50 | -2.30 | 1.88 | ||
JPMorgan Strategic Income Opps Sel | 7.02B | 2.58 | 2.83 | 2.46 | ||
JPMorgan Short Duration Bond R6 | 5.99B | 1.35 | 0.84 | 1.66 |
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