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JPMorgan US Large Cap Core Plus I (JLPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.27-0.10 (-0.49%)
At close: 08:01PM EDT

Overall Portfolio Composition (%)

Cash3.65%
Stocks96.35%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
JLPSX
Basic Materials
2.00%
Consumer Cyclical
11.70%
Financial Services
11.85%
Real Estate
1.92%
Consumer Defensive
4.41%
Healthcare
12.14%
Utilities
2.88%
Communication Services
9.19%
Energy
4.60%
Industrials
9.83%
Technology
29.49%

Equity Holdings

AverageJLPSXCategory Average
Price/Earnings0.040.04
Price/Book0.220.21
Price/Sales0.260.4
Price/Cashflow0.050.06
Median Market Cap220,385.52335,222.28
3 Year Earnings Growth21.821.25

Bond Holdings

AverageJLPSXCategory Average
MaturityN/AN/A
DurationN/A4.6
Credit QualityN/AN/A

Bond Ratings

Sector(s)JLPSX
US Government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (42.91% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Microsoft CorpMSFT8.02%
NVIDIA CorpNVDA5.78%
Apple IncAAPL5.17%
Amazon.com IncAMZN5.12%
Meta Platforms Inc Class AMETA3.83%
JPMorgan Prime Money Market InstJINXX3.61%
Alphabet Inc Class AGOOGL3.56%
Mastercard Inc Class AMA3.20%
UnitedHealth Group IncUNH2.32%
Exxon Mobil CorpXOM2.31%