 I think it's a time when people need to be very careful about diversifying their exposure and not being overexposed to the most expensive names. JP Morgan's David Kelly on CNBC. The U.S. added more jobs in June than expected, 206,000, a sign of continued economic strength. The unemployment rate ticked higher, up to a still low 4.1%. The jobs report was out Friday morning. 74% of the jobs came from government and health care and education.