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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 1.95 | 1.02 |
Stocks | 99.04 | 99.04 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.36 | 16.18 |
Price to Book | 2.74 | 3.38 |
Price to Sales | 1.85 | 1.76 |
Price to Cash Flow | 11.69 | 11.27 |
Dividend Yield | 2.93 | 2.58 |
5 Years Earnings Growth | 9.16 | 8.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.47 | 16.67 |
Healthcare | 14.90 | 12.31 |
Industrials | 13.42 | 11.29 |
Consumer Defensive | 9.81 | 7.87 |
Technology | 9.71 | 21.31 |
Energy | 9.34 | 7.20 |
Consumer Cyclical | 5.78 | 9.01 |
Utilities | 4.73 | 6.00 |
Basic Materials | 3.53 | 4.80 |
Communication Services | 2.51 | 4.73 |
Real Estate | 1.82 | 3.51 |
Number of long holdings: 153
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.08 | 59.92 | +1.20% | |
ConocoPhillips | US20825C1045 | 2.98 | 116.48 | +2.55% | |
Chevron | US1667641005 | 2.48 | 162.30 | +2.55% | |
Bank of America | US0605051046 | 2.37 | 39.99 | +3.52% | |
Morgan Stanley | US6174464486 | 2.20 | 97.84 | +0.63% | |
Charles Schwab | US8085131055 | 2.07 | 73.28 | +1.95% | |
Exxon Mobil | US30231G1022 | 2.04 | 117.26 | +2.87% | |
Analog Devices | US0326541051 | 1.95 | 234.49 | +1.95% | |
Air Products | US0091581068 | 1.95 | 266.70 | +2.38% | |
UnitedHealth | US91324P1021 | 1.93 | 495.37 | +2.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.38B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.38B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund C Net Acc | 3.38B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.38B | 6.31 | 8.28 | 12.39 | ||
JP Morgan Emerging Markets B Net Ac | 2.3B | 3.92 | -7.10 | 6.72 |
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