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EQ/JPMorgan Growth Allocation PortfolioMutual Fund | |
EQ/JPMorgan Growth Allocation Portfolio | |
Last update 2025-06-23 | 5 Stocks (0 new) |
Value $425.00 Mil | Turnover 5 % |
EQ/JPMorgan Growth Allocation ... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 262,346 | 134,822.2 | +6.08% | 31.720 | +1.82% | 0.020 | +18.45% | +8.18% | 663,622.4 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 1,403,774 | 116,134.2 | +4.45% | 27.320 | +1.16% | 0.480 | -0.12% | +0.72% | 23,688.1 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 916,514 | 108,272.4 | +4.70% | 25.470 | +1.14% | 0.710 | +0.38% | +2.35% | 15,694.1 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 383,574 | 36,581.4 | +6.63% | 8.610 | +0.54% | 0.110 | +0.34% | +2.39% | 34,844.8 | ||
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 1,022,098 | 29,211.6 | 0% | 6.870 | 0% | 0.330 | +0.32% | +2.37% | 8,764.6 |
EQ/JPMorgan Growth Allocation Portfolio's Historical Top Holdings Breakdowns
EQ/JPMorgan Growth Allocation Portfolio's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.82% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 6.08% | 262,346 | 15,039 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +1.16% | 81.83 ($82.24) 82.73 | $82.57 | 0.40% | Add 4.45% | 1,403,774 | 59,791 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +1.14% | 114.57 ($116.45) 118.14 | $118.27 | 1.56% | Add 4.7% | 916,514 | 41,163 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.54% | 91.17 ($93.56) 95.39 | $94.66 | 1.18% | Add 6.63% | 383,574 | 23,854 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2024-12-31 | Add Add | +2.32% | 115.08 ($116.67) 119.4 | $118.27 | 1.37% | Add 10.26% | 875,351 | 81,423 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-12-31 | Add Add | +1.84% | 81.68 ($82.2) 82.91 | $82.57 | 0.45% | Add 7.26% | 1,343,983 | 91,009 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2024-12-31 | Add Add | +0.84% | 92.08 ($94.42) 97.91 | $94.66 | 0.25% | Add 11.46% | 359,720 | 36,985 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Reduce Reduce | -0.54% | 521.84 ($541.94) 558.82 | $582.86 | 7.55% | Reduce -1.59% | 247,307 | -3,988 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-09-30 | Add Add | +0.88% | 81.31 ($82.5) 83.29 | $82.57 | 0.08% | Add 3.44% | 1,252,974 | 41,672 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2024-09-30 | Add Add | +0.70% | 114.73 ($118.18) 120.23 | $118.27 | 0.08% | Add 2.96% | 793,928 | 22,846 |
EQ/JPMorgan Growth Allocation Portfolio Total Holding History ($B)
EQ/JPMorgan Growth Allocation Portfolio's Asset Allocation
EQ/JPMorgan Growth Allocation Portfolio Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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EQ/JPMorgan Growth Allocation Portfolio's Hypothetical Growth since 2025-03-31
EQ/JPMorgan Growth Allocation Portfolio's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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EQ/JPMorgan Growth Allocation Portfolio's Holdings Heat Map
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EQ/JPMorgan Growth Allocation Portfolio's Holdings Bubble Chart
EQ/JPMorgan Growth Allocation Portfolio News
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