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JPMorgan US Large Cap Core Plus R2 (JLPZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.88-0.10 (-0.63%)
At close: 08:05AM EDT

Overall Portfolio Composition (%)

Cash4.71%
Stocks95.29%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
JLPZX
Basic Materials
1.77%
Consumer Cyclical
11.84%
Financial Services
11.80%
Real Estate
1.93%
Consumer Defensive
4.50%
Healthcare
12.29%
Utilities
2.69%
Communication Services
9.00%
Energy
4.20%
Industrials
10.05%
Technology
29.91%

Equity Holdings

AverageJLPZXCategory Average
Price/Earnings0.0426.32
Price/Book0.224.98
Price/Sales0.272.79
Price/Cashflow0.0517.61
Median Market Cap212,940.56265,875.19
3 Year Earnings Growth22.5219.53

Bond Holdings

AverageJLPZXCategory Average
MaturityN/AN/A
DurationN/A-1.15
Credit QualityN/AN/A

Bond Ratings

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

Top 10 Holdings (42.64% of Total Assets)

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NameSymbol% Assets
Microsoft CorpMSFT8.22%
NVIDIA CorpNVDA5.89%
Amazon.com IncAMZN5.20%
JPMorgan Prime Money Market InstJINXX4.61%
Meta Platforms Inc Class AMETA4.13%
Apple IncAAPL3.94%
Mastercard Inc Class AMA3.13%
Alphabet Inc Class AGOOGL3.06%
UnitedHealth Group IncUNH2.37%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM2.08%