Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Jpmorgan Investment Trust, One Group Investment Trust
SEC CIK
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
30 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Aug 22
N-CEN/A
Annual report (registered investment company) (amended)
26 Jul 22
N-CEN
Annual report (registered investment company)
10 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
22 Feb 22
DEFA14A
Additional proxy soliciting materials
17 Sep 21
DEFA14A
Additional proxy soliciting materials
13 Sep 21
DEFA14A
Additional proxy soliciting materials
8 Sep 21
DEFR14A
Revised proxy
1 Sep 21
N-PX
Annual report of proxy voting record
30 Aug 21
Latest ownership filings
NPORT-P
JPMorgan Insurance Trust Core Bond Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
JPMorgan Insurance Trust Small Cap Core Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
JPMorgan Insurance Trust Income Builder Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
JPMorgan Insurance Trust Global Allocation Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
JPMorgan Insurance Trust U.S. Equity Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
JPMorgan Insurance Trust Mid Cap Value Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
JPMorgan Insurance Trust U.S. Equity Portfolio (Jun 2022 report)
26 Aug 22
NPORT-P
JPMorgan Insurance Trust Global Allocation Portfolio (Jun 2022 report)
26 Aug 22
NPORT-P
JPMorgan Insurance Trust Small Cap Core Portfolio (Jun 2022 report)
26 Aug 22
NPORT-P
JPMorgan Insurance Trust Income Builder Portfolio (Jun 2022 report)
26 Aug 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| JPMorgan Insurance Trust Core Bond Portfolio | – | -3.38 | 0.21 | -1.34 | 483.73 mm | 1,619 | Jun 2022 |
| JPMorgan Insurance Trust Global Allocation Portfolio | – | -6.41 | -0.37 | -6.30 | 113.39 mm | 863 | Jun 2022 |
| JPMorgan Insurance Trust Income Builder Portfolio | – | -4.39 | 0.95 | -6.33 | 95.10 mm | 1,317 | Jun 2022 |
| JPMorgan Insurance Trust Mid Cap Value Portfolio | – | -4.08 | 1.44 | -9.95 | 439.87 mm | 109 | Jun 2022 |
| JPMorgan Insurance Trust Small Cap Core Portfolio | – | -8.44 | 0.06 | -9.53 | 168.80 mm | 484 | Jun 2022 |
| JPMorgan Insurance Trust U.S. Equity Portfolio | – | -8.95 | -0.31 | -8.09 | 122.01 mm | 123 | Jun 2022 |