JI

JPMorgan Insurance Trust Income Builder Portfolio

Mutual Fund
JPMORGAN INSURANCE TRUST
Last update 2023-06-01 545 Stocks (37 new)
Value $37.00 Mil Turnover 10 %
Countries:
Top Holdings: JEPI(6.49%)JPHY(2.62%)ABBV(1.27%)KO(1.16%)PLD(1.04%)
Portfolio Report
Summary Stock Picks Current Portfolio
JPMorgan Insurance Trust Incom... 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
JEPI 		JPMorgan Equity Premium Income ETF
44,052
2405.240
0%
6.490
0%
0.010
+7.09%
+7.09%
35748.992
 
JPHY 		J.P. Morgan Exchange-Traded Fund Trust
21,637
972.150
0%
2.620
0%
0.310
+0.37%
+0.85%
0.000
 
ABBV 		AbbVie Inc
2,959
471.580
-8.81%
1.270
-0.13%
0.000
+10.27%
+34.90%
356396.860
Drug Manufacturers
KO 		Coca-Cola Co
6,920
429.250
+6.05%
1.160
+0.07%
0.000
-3.35%
+13.46%
281600.699
Beverages - Non-Alcoholic
PLD 		Prologis Inc
3,097
386.410
-8.05%
1.040
-0.08%
0.000
-3.08%
-12.13%
105982.205
REITs
TPE:2330 		Taiwan Semiconductor Manufacturing Co Ltd
21,901
383.810
+20.44%
1.040
+0.18%
0.000
+29.41%
+79.38%
27226899.254
Semiconductors
XKRX:005930 		Samsung Electronics Co Ltd
7,677
379.640
+19.19%
1.020
+0.16%
0.000
-18.88%
-25.55%
383358036.480
Hardware
XSWX:ROG 		Roche Holding AG
1,143
326.600
+47.67%
0.880
+0.28%
0.000
-3.13%
+15.99%
216477.806
Drug Manufacturers
UPS 		United Parcel Service Inc
1,572
304.950
+56.57%
0.820
+0.30%
0.000
+7.56%
-11.86%
114644.376
Transportation
MRK 		Merck & Co Inc
2,747
292.250
-12.35%
0.790
-0.12%
0.000
-8.89%
-4.98%
257663.367
Drug Manufacturers

JPMorgan Insurance Trust Income Builder Portfolio's Historical Top Holdings Breakdowns

JPMorgan Insurance Trust Income Builder Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JNJ 		Johnson & Johnson2023-03-31Reduce
-0.55%
●
151.05 ($161.47) 180.25
$158.35
-1.93%
Reduce -42.18%
1,583
-1,155
TSX:TRP 		TC Energy Corp2023-03-31Sold Out
-0.41%
●
51.03 (C$55.06) 58.18
C$65.65
19.23%
Sold Out
0
-3,824
DOW 		Dow Inc2023-03-31Add
+0.36%
●
50.02 ($56.26) 60.51
$47.90
-14.86%
Add 204.44%
3,565
2,394
BMY 		Bristol-Myers Squibb Co2023-03-31Reduce
-0.34%
●
65.71 ($70.53) 74.53
$55.95
-20.67%
Reduce -36.26%
3,096
-1,761
BLK 		BlackRock Inc2023-03-31Sold Out
-0.34%
●
625.77 ($704.4) 770.73
$1,014.35
44.00%
Sold Out
0
-177
OCSE:CARL B 		Carlsberg A/S2023-03-31Sold Out
-0.32%
●
925 (kr987.13) 1063
kr746.40
-24.39%
Sold Out
0
-897
UPS 		United Parcel Service Inc2023-03-31Add
+0.30%
●
173.84 ($183.43) 193.99
$133.84
-27.03%
Add 56.57%
1,572
568
XSWX:NESN 		Nestle SA2023-03-31Reduce
-0.30%
●
105 (CHF109.86) 115.18
CHF81.78
-25.56%
Reduce -31.09%
2,110
-952
CNP 		CenterPoint Energy Inc2023-03-31Sold Out
-0.30%
●
27.32 ($29.21) 31.31
$29.55
1.16%
Sold Out
0
-3,638
XSWX:ROG 		Roche Holding AG2023-03-31Add
+0.28%
●
256.9 (CHF278.23) 297.8
CHF272.30
-2.13%
Add 47.67%
1,143
369

JPMorgan Insurance Trust Income Builder Portfolio Total Holding History ($B)

To

JPMorgan Insurance Trust Income Builder Portfolio's Asset Allocation

To

JPMorgan Insurance Trust Income Builder Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

JPMorgan Insurance Trust Income Builder Portfolio's Hypothetical Growth since 2023-03-31

JPMorgan Insurance Trust Income Builder Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Insurance Trust Income Builder Portfolio's Holdings Heat Map

Size field:

JPMorgan Insurance Trust Income Builder Portfolio's Holdings Bubble Chart

JPMorgan Insurance Trust Income Builder Portfolio News

  • 1

Discussions on JPMorgan Insurance Trust Income Builder Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.