JPMORGAN INSURANCE TRUST

JPMORGAN INSURANCE TRUST (CIK 909221) is an SEC-registered fund company with 6 reporting fund series and $1.4B in net assets as of 2023-03-31.

Registrant

Fund series (6)

SeriesNet assets
JPMorgan Insurance Trust Core Bond Portfolio$523.2M
JPMorgan Insurance Trust Mid Cap Value Portfolio$434.7M
JPMorgan Insurance Trust Small Cap Core Portfolio$166.4M
JPMorgan Insurance Trust U.S. Equity Portfolio$127.3M
JPMorgan Insurance Trust Global Allocation Portfolio$109.1M
JPMorgan Insurance Trust Income Builder Portfolio$82.5M

Largest reported holdings (across all series)

HoldingValue
Microsoft Corp.$10.7M
Apple, Inc.$7.3M
Amazon.com, Inc.$4.6M
UnitedHealth Group, Inc.$3.9M
Alphabet, Inc.$3.7M
AbbVie, Inc.$3.6M
NextEra Energy, Inc.$3.4M
NXP Semiconductors NV$3.1M
Mastercard, Inc.$3.1M
NVIDIA Corp.$3.1M
Coca-Cola Co. (The)$2.8M
Prologis, Inc.$2.7M
Lowe's Cos., Inc.$2.5M
Bristol-Myers Squibb Co.$2.5M
Regeneron Pharmaceuticals, Inc.$2.3M

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