
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.39 | 3.41 | 0.02 |
Stocks | 88.93 | 88.93 | 0.00 |
Bonds | 7.29 | 7.29 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.35 | 0.37 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.05 | 17.63 |
Price to Book | 2.83 | 2.62 |
Price to Sales | 2.21 | 1.90 |
Price to Cash Flow | 11.99 | 10.97 |
Dividend Yield | 2.03 | 2.19 |
5 Years Earnings Growth | 10.40 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.59 | 22.96 |
Financial Services | 18.01 | 15.96 |
Consumer Cyclical | 12.68 | 11.13 |
Industrials | 10.74 | 11.25 |
Healthcare | 10.41 | 11.58 |
Communication Services | 6.66 | 7.13 |
Real Estate | 4.29 | 3.65 |
Energy | 4.05 | 4.07 |
Consumer Defensive | 4.00 | 5.85 |
Basic Materials | 2.84 | 3.87 |
Utilities | 2.72 | 2.57 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan International Rsrch Enh Eq ETF | - | 13.36 | - | - | |
JPMorgan US Equity R6 | - | 11.67 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 11.56 | - | - | |
JPMorgan Value Advantage R6 | - | 11.26 | - | - | |
JPMorgan Growth Advantage R6 | - | 11.23 | - | - | |
JPMorgan Global Select Equity ETF | - | 9.21 | - | - | |
JPMorgan International Equity R6 | - | 7.27 | - | - | |
JPMorgan Core Plus Bond R6 | - | 5.04 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.05 | - | - | |
JPMorgan ActiveBuilders EM Eq ETF | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.81B | 2.85 | 0.16 | 1.96 | ||
JPMorgan Core Bond Select | 22.26B | 2.93 | 0.03 | 1.80 | ||
JPMorgan Core Plus Bond R6 | 14.04B | 2.91 | 0.47 | 2.18 | ||
JPMorgan Short Duration Bond R6 | 7.62B | 1.24 | 3.09 | 2.10 | ||
JPMorgan Strategic Income Opps Sel | 7.54B | 0.59 | 3.98 | 2.76 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review