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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.490 | 3.530 | 0.040 |
Shares | 85.070 | 85.070 | 0.000 |
Bonds | 11.350 | 11.350 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.918 | 17.386 |
Price to Book | 2.563 | 2.590 |
Price to Sales | 1.860 | 1.809 |
Price to Cash Flow | 11.336 | 10.884 |
Dividend Yield | 2.166 | 2.075 |
5 Years Earnings Growth | 10.903 | 11.480 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.630 | 22.152 |
Financial Services | 15.140 | 14.998 |
Healthcare | 11.410 | 12.566 |
Industrials | 11.300 | 11.534 |
Consumer Cyclical | 11.110 | 11.030 |
Communication Services | 7.000 | 6.657 |
Consumer Defensive | 6.250 | 6.251 |
Real Estate | 4.580 | 3.587 |
Energy | 4.260 | 4.523 |
Basic Materials | 3.990 | 4.265 |
Utilities | 2.320 | 2.439 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 46.35 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 21.93 | - | - | |
JPMorgan Core Plus Bond R6 | - | 6.25 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.21 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.11 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 3.92 | - | - | |
JPMorgan Core Bond R6 | - | 3.13 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.54 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.70 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 1.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.46B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.36B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.61B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.65B | 0.52 | 0.60 | 1.60 |
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