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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.34 | 4.35 | 0.01 |
Stocks | 55.85 | 55.85 | 0.00 |
Bonds | 39.54 | 39.55 | 0.01 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.18 | 0.19 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.48 | 17.16 |
Price to Book | 2.90 | 2.55 |
Price to Sales | 2.16 | 1.77 |
Price to Cash Flow | 12.22 | 10.63 |
Dividend Yield | 1.98 | 2.14 |
5 Years Earnings Growth | 10.85 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.68 | 21.31 |
Financial Services | 14.95 | 14.80 |
Consumer Cyclical | 12.60 | 10.85 |
Industrials | 11.86 | 11.70 |
Healthcare | 11.63 | 12.47 |
Communication Services | 5.37 | 6.52 |
Consumer Defensive | 4.76 | 6.44 |
Energy | 4.69 | 4.77 |
Real Estate | 4.37 | 4.21 |
Basic Materials | 3.57 | 4.36 |
Utilities | 2.51 | 2.63 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 25.89 | - | - | |
JPMorgan US Equity R6 | - | 13.42 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 13.39 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.62 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 8.32 | - | - | |
JPMorgan Global Select Equity ETF | - | 5.77 | - | - | |
JPMorgan International Equity R6 | - | 4.47 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.05 | - | - | |
JPMorgan High Yield R6 | - | 3.67 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 1.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.37B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.25B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.55B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.98B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.71B | 0.52 | 0.60 | 1.60 |
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