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
+1.19%
+6.86%
40,592.4
Utilities - Regulated
AMP
Ameriprise Financial Inc
26,930
8,254.0
0%
1.940
0%
0.030
+21.16%
+2.95%
51,880.2
Asset Management
COR
AmerisourceBergen Corp
47,420
7,592.4
0%
1.780
0%
0.020
+3.56%
+29.89%
56,328.0
Medical Distribution
WEC
WEC Energy Group Inc
78,080
7,401.2
0%
1.740
0%
0.020
+1.78%
+16.77%
34,444.1
Utilities - Regulated
CMS
CMS Energy Corp
117,920
7,237.9
0%
1.700
0%
0.040
+0.72%
+9.81%
21,559.3
Utilities - Regulated
L
Loews Corp
124,662
7,232.9
0%
1.700
0%
0.050
+10.88%
+9.19%
19,363.4
Insurance
HSIC
Henry Schein Inc
83,160
6,780.9
0%
1.590
0%
0.060
+9.84%
+0.13%
8,661.6
Medical Distribution
MTB
M&T Bank Corp
55,418
6,626.3
0%
1.560
0%
0.030
+26.23%
+6.00%
30,746.8
Banks
ETR
Entergy Corp
122,560
6,602.3
0%
1.550
0%
0.030
+8.33%
+15.87%
38,645.9
Utilities - Regulated
HBAN
Huntington Bancshares Inc
563,320
6,309.2
0%
1.480
0%
0.040
+25.52%
+5.01%
24,538.9
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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