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:
Top Holdings: XEL(1.97%)AMP(1.94%)WEC(1.74%)CMS(1.70%)L(1.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
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
8375.370
0%
1.970
0%
0.020
+15.37%
+10.34%
38089.455
Utilities - Regulated
AMP 		Ameriprise Financial Inc
26,930
8254.050
0%
1.940
0%
0.030
+31.65%
+37.17%
49860.636
Asset Management
COR 		AmerisourceBergen Corp
47,420
7592.420
0%
1.780
0%
0.020
-2.80%
+14.68%
45863.815
Medical Distribution
WEC 		WEC Energy Group Inc
78,080
7401.200
0%
1.740
0%
0.020
+10.00%
+17.64%
30401.662
Utilities - Regulated
CMS 		CMS Energy Corp
117,920
7237.930
0%
1.700
0%
0.040
+7.15%
+22.05%
20649.022
Utilities - Regulated
L 		Loews Corp
124,662
7232.890
0%
1.700
0%
0.050
+3.23%
+12.92%
16977.450
Insurance
HSIC 		Henry Schein Inc
83,160
6780.870
0%
1.590
0%
0.060
-0.82%
-8.88%
8741.571
Medical Distribution
MTB 		M&T Bank Corp
55,418
6626.330
0%
1.560
0%
0.030
+21.69%
+44.63%
32046.012
Banks
ETR 		Entergy Corp
61,280
6602.310
0%
1.550
0%
0.030
+27.58%
+48.90%
31292.850
Utilities - Regulated
HBAN 		Huntington Bancshares Inc
563,320
6309.180
0%
1.480
0%
0.040
+18.27%
+26.55%
22576.689
Banks

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

JPMorgan Insurance Trust Mid Cap Value 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
LH 		Laboratory Corp of America Holdings2023-03-31Reduce
-0.87%
●
213.32 ($239.52) 257.83
$229.11
-4.35%
Reduce -45.84%
19,070
-16,140
DGX 		Quest Diagnostics Inc2023-03-31New Buy
+0.85%
●
131.53 ($143.07) 155.77
$154.10
7.71%
New holding
25,700
25,700
DOV 		Dover Corp2023-03-31New Buy
+0.85%
●
134.42 ($146.81) 159.61
$192.15
30.88%
New holding
23,810
23,810
ZION 		Zions Bancorp NA2023-03-31Sold Out
-0.74%
●
27.45 ($45.76) 54.79
$52.02
13.68%
Sold Out
0
-66,200
GEN 		Gen Digital Inc2023-03-31Reduce
-0.45%
●
15.9 ($20.06) 23.57
$28.53
42.22%
Reduce -71%
37,630
-92,110
LNC 		Lincoln National Corp2023-03-31Sold Out
-0.34%
●
20.3 ($29.73) 36.1
$32.78
10.26%
Sold Out
0
-48,430
BRBR 		BellRing Brands Inc2023-03-31Sold Out
-0.31%
●
25.07 ($29.53) 34
$67.54
128.72%
Sold Out
0
-53,459
AYI 		Acuity Brands Inc2023-03-31Reduce
-0.28%
●
167.78 ($184.57) 200.08
$314.34
70.31%
Reduce -24.01%
23,077
-7,290
NTRS 		Northern Trust Corp2023-03-31Reduce
-0.25%
●
81.73 ($92.64) 99.4
$101.35
9.40%
Reduce -24.4%
37,912
-12,238
LECO 		Lincoln Electric Holdings Inc2023-03-31Reduce
-0.23%
●
146.18 ($164.82) 176.29
$203.79
23.64%
Reduce -18.16%
31,540
-7,000

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

To

JPMorgan Insurance Trust Mid Cap Value Portfolio's Asset Allocation

To

JPMorgan Insurance Trust Mid Cap Value Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

JPMorgan Insurance Trust Mid Cap Value Portfolio's Holdings Bubble Chart

JPMorgan Insurance Trust Mid Cap Value Portfolio News

  • 1

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