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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.72 | 8.83 | 0.11 |
Stocks | 39.58 | 39.58 | 0.00 |
Bonds | 51.40 | 51.44 | 0.04 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.13 | 0.14 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.91 | 17.05 |
Price to Book | 2.57 | 2.37 |
Price to Sales | 1.86 | 1.72 |
Price to Cash Flow | 10.84 | 10.18 |
Dividend Yield | 2.25 | 2.61 |
5 Years Earnings Growth | 10.58 | 10.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.90 | 21.76 |
Financial Services | 15.41 | 15.27 |
Healthcare | 11.99 | 11.88 |
Industrials | 11.93 | 11.09 |
Consumer Cyclical | 11.72 | 10.42 |
Consumer Defensive | 5.71 | 6.11 |
Communication Services | 5.19 | 6.73 |
Energy | 4.61 | 4.64 |
Real Estate | 4.48 | 4.90 |
Basic Materials | 4.00 | 4.31 |
Utilities | 3.05 | 2.90 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.04 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.47 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.37 | - | - | |
JPMorgan US Equity R6 | - | 9.32 | - | - | |
JPMorgan High Yield R6 | - | 7.64 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.32 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 3.73 | - | - | |
JPMorgan International Equity R6 | - | 3.18 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.79 | - | - | |
JPMorgan Global Select Equity ETF | - | 2.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.31B | 14.10 | 7.50 | 8.34 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.15B | 14.32 | 7.77 | 8.61 | ||
JPMorgan Hedged Equity A | 1.46B | 13.90 | 7.24 | 8.06 | ||
JPMorgan SmartRetirement Blend Inc6 | 743.38M | 8.60 | 1.79 | 4.49 | ||
JPMorgan Hedged Equity Fund Class C | 544.15M | 13.53 | 6.69 | 7.52 |
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