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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.500 | 1.500 | 0.000 |
Stocks | 98.500 | 98.650 | 0.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.024 | 19.869 |
Price to Book | 4.064 | 3.872 |
Price to Sales | 2.794 | 2.518 |
Price to Cash Flow | 14.431 | 13.613 |
Dividend Yield | 1.476 | 1.706 |
5 Years Earnings Growth | 11.833 | 11.028 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.810 | 27.559 |
Financial Services | 12.490 | 12.726 |
Healthcare | 12.320 | 13.952 |
Consumer Cyclical | 11.800 | 10.557 |
Communication Services | 8.420 | 7.262 |
Industrials | 8.230 | 9.866 |
Consumer Defensive | 5.220 | 7.377 |
Energy | 4.180 | 3.876 |
Utilities | 2.390 | 3.268 |
Basic Materials | 2.190 | 1.858 |
Real Estate | 1.940 | 1.694 |
Number of long holdings: 174
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.39 | 453.56 | +0.16% | |
Apple | US0378331005 | 5.83 | 214.63 | +0.25% | |
NVIDIA | US67066G1040 | 5.38 | 126.22 | +1.80% | |
Amazon.com | US0231351067 | 4.20 | 195.94 | -0.97% | |
Meta Platforms | US30303M1027 | 2.48 | 516.28 | -0.63% | |
Alphabet A | US02079K3059 | 2.24 | 184.07 | -0.72% | |
Exxon Mobil | US30231G1022 | 1.72 | 115.56 | +0.57% | |
Alphabet C | US02079K1079 | 1.68 | 185.58 | -0.69% | |
Mastercard | US57636Q1040 | 1.56 | 446.76 | +0.91% | |
Spxw Put Usd 06/28/2024 | - | 1.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.54B | 7.00 | 6.32 | 7.94 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.24B | 7.12 | 6.58 | 8.21 | ||
JPMorgan Hedged Equity A | 1.4B | 6.89 | 6.06 | 7.67 | ||
JPMorgan SmartRetirement Blend Inc6 | 633.98M | 3.23 | 0.74 | 4.14 | ||
JPMorgan SmartRetirement Income R6 | 371.36M | 3.59 | 0.78 | - |
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