JI
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JPMorgan Insurance Trust Mid Cap Value PortfolioMutual Fund | |
JPMORGAN INSURANCE TRUST | |
Last update 2023-06-01 | 106 Stocks (2 new) |
Value $425.00 Mil | Turnover 3 % |
JPMorgan Insurance Trust Mid C... Top Holdings of 2023-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
XEL | Xcel Energy Inc | 124,190 | 8,375.4 | 0% | 1.970 | 0% | 0.020 | +3.19% | +10.93% | 42,138.1 | Utilities - Regulated | |
AMP | Ameriprise Financial Inc | 26,930 | 8,254.0 | 0% | 1.940 | 0% | 0.030 | +15.12% | +1.39% | 51,094.6 | Asset Management | |
COR | AmerisourceBergen Corp | 47,420 | 7,592.4 | 0% | 1.780 | 0% | 0.020 | +2.54% | +30.94% | 56,784.5 | Medical Distribution | |
WEC | WEC Energy Group Inc | 78,080 | 7,401.2 | 0% | 1.740 | 0% | 0.020 | +1.77% | +19.12% | 35,136.6 | Utilities - Regulated | |
CMS | CMS Energy Corp | 117,920 | 7,237.9 | 0% | 1.700 | 0% | 0.040 | +0.59% | +12.10% | 22,009.5 | Utilities - Regulated | |
L | Loews Corp | 124,662 | 7,232.9 | 0% | 1.700 | 0% | 0.050 | +7.44% | +8.81% | 19,296.3 | Insurance | |
HSIC | Henry Schein Inc | 83,160 | 6,780.9 | 0% | 1.590 | 0% | 0.060 | +11.87% | +4.34% | 9,025.3 | Medical Distribution | |
MTB | M&T Bank Corp | 55,418 | 6,626.3 | 0% | 1.560 | 0% | 0.030 | +22.37% | +6.19% | 30,802.4 | Banks | |
ETR | Entergy Corp | 122,560 | 6,602.3 | 0% | 1.550 | 0% | 0.030 | +7.07% | +18.47% | 39,514.0 | Utilities - Regulated | |
HBAN | Huntington Bancshares Inc | 563,320 | 6,309.2 | 0% | 1.480 | 0% | 0.040 | +20.75% | +4.47% | 24,414.3 | Banks |
JPMorgan Insurance Trust Mid Cap Value Portfolio's Historical Top Holdings Breakdowns
JPMorgan Insurance Trust Mid Cap Value Portfolio Total Holding History ($B)
JPMorgan Insurance Trust Mid Cap Value Portfolio's Asset Allocation
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 % |
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JPMorgan Insurance Trust Mid Cap Value Portfolio's Holdings Heat Map
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JPMorgan Insurance Trust Mid Cap Value Portfolio's Holdings Bubble Chart
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