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Jpmorgan Hedged Equity Fund Class C (0P0000ZN5U)

US Funds

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30.310 +0.310 +1.03%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 543.68M

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Other

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0P0000ZN5U Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Hedged Equity Fund Class C (0P0000ZN5U) fund. Our JPMorgan Hedged Equity Fund Class C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.450	1.450	0.000
Stocks	98.550	98.980	0.430

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.069	19.410
Price to Book	4.384	3.691
Price to Sales	3.354	2.509
Price to Cash Flow	14.949	13.244
Dividend Yield	1.400	1.796
5 Years Earnings Growth	11.019	10.345

Sector Allocation

Name	Net %	Category Average
Technology	32.430	25.409
Financial Services	13.950	13.993
Consumer Cyclical	12.410	10.483
Healthcare	10.710	13.685
Communication Services	8.630	6.567
Industrials	7.730	9.182
Consumer Defensive	4.430	7.116
Energy	3.280	4.793
Utilities	2.410	3.582
Real Estate	2.130	1.943
Basic Materials	1.900	3.410

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 164

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	6.92	198.15	+4.06%
Microsoft	US5949181045	6.61	388.45	+1.86%
NVIDIA	US67066G1040	6.48	110.93	+3.12%
Amazon.com	US0231351067	4.38	184.87	+2.01%
Meta Platforms	US30303M1027	3.32	543.57	-0.50%
Alphabet A	US02079K3059	1.99	157.14	+2.83%
Mastercard	US57636Q1040	1.87	509.75	+2.08%
Visa A	US92826C8394	1.74	333.40	+2.71%
Broadcom	US11135F1012	1.71	181.94	+5.59%
Berkshire Hathaway B	US0846707026	1.63	524.11	+1.61%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	15.78B	-4.81	7.98	7.75
JPMorgan Hedged Equity Fund Class 6	1.88B	-4.76	8.24	8.01
JPMorgan Hedged Equity A	1.37B	-4.88	7.71	7.48
JPMorgan SmartRetirement Blend Inc6	642.24M	1.21	3.81	4.48
JPMorgan SmartRetirement Income R6	359.08M	1.17	3.81	4.35

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