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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 1.19 | 0.85 |
Shares | 99.65 | 99.65 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.52 | 15.73 |
Price to Book | 2.84 | 3.23 |
Price to Sales | 1.90 | 1.73 |
Price to Cash Flow | 11.96 | 10.84 |
Dividend Yield | 2.82 | 2.76 |
5 Years Earnings Growth | 9.03 | 9.92 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.32 | 16.35 |
Healthcare | 15.87 | 13.24 |
Industrials | 13.06 | 11.86 |
Technology | 9.69 | 21.27 |
Consumer Defensive | 9.62 | 7.44 |
Energy | 8.68 | 7.45 |
Consumer Cyclical | 6.21 | 8.83 |
Utilities | 4.35 | 5.88 |
Basic Materials | 3.61 | 4.18 |
Communication Services | 2.66 | 4.38 |
Real Estate | 1.93 | 2.74 |
Number of long holdings: 260
Number of short holdings: 42
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ConocoPhillips | - | 3.04 | - | - | |
Wells Fargo & Co | - | 2.92 | - | - | |
Bank of America | US0605051046 | 2.36 | 38.94 | +1.16% | |
Morgan Stanley | - | 2.18 | - | - | |
Chevron Corp | - | 2.18 | - | - | |
BlackRock Inc | - | 2.11 | - | - | |
Charles Schwab Corp | - | 1.98 | - | - | |
Comcast Corp Class A | - | 1.97 | - | - | |
AbbVie Inc | - | 1.95 | - | - | |
Exxon Mobil Corp | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.52B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Inc | 3.52B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.52B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.52B | 6.31 | 8.28 | 12.39 | ||
JP Morgan Emerging Markets B Net Ac | 2.37B | 3.92 | -7.10 | 6.72 |
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