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Jpmorgan Opportunistic Equity Long/short Fund Class A (JOELX)

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JPMorgan Opportunistic Equity Long/Short Fund Clas historical data, for real-time data please try another search

17.570 0.000 0%

20/09 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 6.83M

Type: Fund

Market: United States

Asset Class: Equity

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JOELX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Opportunistic Equity Long/Short Fund Clas (JOELX) fund. Our JPMorgan Opportunistic Equity Long/Short Fund Clas 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	18.910	18.930	0.020
Stocks	81.090	112.850	31.760

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.387	16.614
Price to Book	3.793	2.709
Price to Sales	2.065	1.867
Price to Cash Flow	11.411	10.062
Dividend Yield	0.957	1.969
5 Years Earnings Growth	11.109	11.008

Sector Allocation

Name	Net %	Category Average
Technology	35.210	22.247
Healthcare	13.650	11.843
Utilities	12.770	3.227
Consumer Defensive	11.410	4.820
Consumer Cyclical	7.770	7.127
Industrials	7.140	11.498
Communication Services	6.160	9.679
Financial Services	5.880	22.354

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 32

Number of short holdings: 17

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	10.40	489.25	-2.10%
PG E	US69331C1080	9.32	19.42	+1.15%
Fiserv	US3377381088	8.10	202.26	+0.25%
Berkshire Hathaway B	US0846707026	6.08	449.34	+0.62%
Alphabet A	US02079K3059	5.95	188.51	+0.06%
Adobe	US00724F1012	5.51	437.39	-0.89%
Walmart	US9311421039	5.48	93.40	-0.16%
NXP	NL0009538784	5.41	207.27	-1.44%
Constellation Brands A	US21036P1084	4.93	227.05	-0.55%
Taiwan Semiconductor	US8740391003	4.78	194.64	-0.47%

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	69.58B	34.70	11.07	17.87
JPMorgan Large Cap Growth Select	26.59B	34.39	10.79	17.56
JPMorgan Equity Income R6	22.54B	22.10	10.32	10.31
JPMorgan US Equity R6	18.07B	29.10	11.71	14.03
JPMorgan Equity Income Select	15.89B	21.82	10.03	10.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Opportun.	17.570	0.000	0%