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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.93 | 6.97 | 0.04 |
Stocks | 40.15 | 40.15 | 0.00 |
Bonds | 52.76 | 52.78 | 0.02 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.94 | 17.54 |
Price to Book | 2.55 | 2.45 |
Price to Sales | 1.84 | 1.73 |
Price to Cash Flow | 11.26 | 10.06 |
Dividend Yield | 2.15 | 2.25 |
5 Years Earnings Growth | 10.89 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 19.91 |
Financial Services | 15.03 | 15.05 |
Healthcare | 11.44 | 12.59 |
Industrials | 11.36 | 11.41 |
Consumer Cyclical | 11.30 | 10.73 |
Communication Services | 6.90 | 6.57 |
Consumer Defensive | 6.20 | 6.82 |
Real Estate | 4.79 | 4.68 |
Energy | 4.19 | 4.80 |
Basic Materials | 3.98 | 4.40 |
Utilities | 2.27 | 3.07 |
Number of long holdings: 608
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.22 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.40 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.01 | - | - | |
JPMorgan High Yield R6 | - | 5.31 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.03 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 4.14 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.82 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.88 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.88 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.82 | - | - |
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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