
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.410 | 6.430 | 0.020 |
Stocks | 40.820 | 40.820 | 0.000 |
Bonds | 52.620 | 52.650 | 0.030 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.030 | 0.040 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.969 | 17.016 |
Price to Book | 2.642 | 2.443 |
Price to Sales | 1.986 | 1.823 |
Price to Cash Flow | 11.767 | 10.501 |
Dividend Yield | 2.125 | 2.550 |
5 Years Earnings Growth | 10.036 | 10.388 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.070 | 21.840 |
Financial Services | 16.440 | 16.215 |
Consumer Cyclical | 11.350 | 10.565 |
Industrials | 10.840 | 11.063 |
Healthcare | 10.180 | 11.242 |
Communication Services | 7.440 | 7.155 |
Consumer Defensive | 5.810 | 5.826 |
Real Estate | 4.500 | 5.007 |
Energy | 3.490 | 4.145 |
Basic Materials | 3.330 | 3.891 |
Utilities | 2.540 | 3.051 |
Number of long holdings: 844
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.55 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.36 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.32 | - | - | |
JPMorgan High Yield R6 | - | 5.22 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.04 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.68 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.79 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.90 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.88 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.12B | -4.81 | 7.98 | 7.75 | ||
JPMorgan Hedged Equity Fund Class 6 | 1.92B | -4.76 | 8.24 | 8.01 | ||
JPMorgan Hedged Equity A | 1.4B | -4.88 | 7.71 | 7.48 | ||
JPMorgan SmartRetirement Blend Inc6 | 652.99M | 1.21 | 3.81 | 4.48 | ||
JPMorgan Hedged Equity Fund Class C | 554.75M | -4.98 | 7.18 | 6.94 |
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