JI

JPMorgan Insurance Trust Mid Cap Value Portfolio

Mutual Fund
JPMORGAN INSURANCE TRUST
Last update 2023-06-01 106 Stocks (2 new)
Value $425.00 Mil Turnover 3 %
Countries:
JPMorgan Insurance Trust Mid C... Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XEL
Xcel Energy Inc
124,190
8,375.4
0%
1.970
0%
0.020
+3.19%
+10.93%
42,138.1
Utilities - Regulated
AMP
Ameriprise Financial Inc
26,930
8,254.0
0%
1.940
0%
0.030
+15.12%
+1.39%
51,094.6
Asset Management
COR
AmerisourceBergen Corp
47,420
7,592.4
0%
1.780
0%
0.020
+2.54%
+30.94%
56,784.5
Medical Distribution
WEC
WEC Energy Group Inc
78,080
7,401.2
0%
1.740
0%
0.020
+1.77%
+19.12%
35,136.6
Utilities - Regulated
CMS
CMS Energy Corp
117,920
7,237.9
0%
1.700
0%
0.040
+0.59%
+12.10%
22,009.5
Utilities - Regulated
L
Loews Corp
124,662
7,232.9
0%
1.700
0%
0.050
+7.44%
+8.81%
19,296.3
Insurance
HSIC
Henry Schein Inc
83,160
6,780.9
0%
1.590
0%
0.060
+11.87%
+4.34%
9,025.3
Medical Distribution
MTB
M&T Bank Corp
55,418
6,626.3
0%
1.560
0%
0.030
+22.37%
+6.19%
30,802.4
Banks
ETR
Entergy Corp
122,560
6,602.3
0%
1.550
0%
0.030
+7.07%
+18.47%
39,514.0
Utilities - Regulated
HBAN
Huntington Bancshares Inc
563,320
6,309.2
0%
1.480
0%
0.040
+20.75%
+4.47%
24,414.3
Banks

JPMorgan Insurance Trust Mid Cap Value Portfolio's Historical Top Holdings Breakdowns

JPMorgan Insurance Trust Mid Cap Value Portfolio Total Holding History ($B)

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JPMorgan Insurance Trust Mid Cap Value Portfolio's Asset Allocation

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JPMorgan Insurance Trust Mid Cap Value Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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JPMorgan Insurance Trust Mid Cap Value Portfolio's Hypothetical Growth since 2023-03-31

JPMorgan Insurance Trust Mid Cap Value Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Insurance Trust Mid Cap Value Portfolio's Holdings Heat Map

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