# JPMorgan Insurance Trust Mid Cap Value Portfolio

JPMorgan Insurance Trust Mid Cap Value Portfolio is a registered fund series of JPMORGAN INSURANCE TRUST (series S000004648). Net assets $434.7M as of 2023-03-31.

## Profile

- Series ID: S000004648
- Registrant: JPMORGAN INSURANCE TRUST
- LEI: 5493001Q24B33RPUQH02
- Net assets: $434.7M
- Total assets: $435.0M
- As of: 2023-03-31

## Advisers

- [J.P. Morgan Investment Management Inc. (Advisor)](https://search.stillhousedata.com/firm/107038)

## Top holdings (107 reported)

_Showing 15 of 107 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2684) | — | $8.5M | 196.55% |
| [Xcel Energy, Inc.](https://search.stillhousedata.com/security/98389B100) | — | $8.4M | 192.66% |
| [Ameriprise Financial, Inc.](https://search.stillhousedata.com/security/03076C106) | — | $8.3M | 189.87% |
| [AmerisourceBergen Corp.](https://search.stillhousedata.com/security/03073E105) | — | $7.6M | 174.65% |
| [WEC Energy Group, Inc.](https://search.stillhousedata.com/security/92939U106) | — | $7.4M | 170.26% |
| [CMS Energy Corp.](https://search.stillhousedata.com/security/125896100) | — | $7.2M | 166.50% |
| [Loews Corp.](https://search.stillhousedata.com/security/540424108) | — | $7.2M | 166.38% |
| [Henry Schein, Inc.](https://search.stillhousedata.com/security/806407102) | — | $6.8M | 155.99% |
| [M&T Bank Corp.](https://search.stillhousedata.com/security/55261F104) | — | $6.6M | 152.43% |
| [Entergy Corp.](https://search.stillhousedata.com/security/29364G103) | — | $6.6M | 151.88% |
| [Huntington Bancshares, Inc.](https://search.stillhousedata.com/security/446150104) | — | $6.3M | 145.13% |
| [LKQ Corp.](https://search.stillhousedata.com/security/501889208) | — | $6.1M | 141.13% |
| [Snap-on, Inc.](https://search.stillhousedata.com/security/833034101) | — | $6.1M | 140.62% |
| [AutoZone, Inc.](https://search.stillhousedata.com/security/053332102) | — | $5.9M | 136.73% |
| [Motorola Solutions, Inc.](https://search.stillhousedata.com/security/620076307) | — | $5.9M | 135.66% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2023-03-31 | $434.7M |
| 2022-12-31 | $448.2M |
| 2022-09-30 | $407.0M |
| 2022-06-30 | $439.6M |
| 2022-03-31 | $511.5M |
| 2021-12-31 | $529.5M |
| 2021-09-30 | $498.8M |
| 2021-06-30 | $519.0M |

## More

- [Registrant: JPMORGAN INSURANCE TRUST](https://search.stillhousedata.com/registrant/909221)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000004648.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.