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
31 Aug 23
N-CEN/A
Annual report (registered investment company) (amended)
7 Jun 23
N-CEN
Annual report (registered investment company)
15 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
23 Feb 23
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
Latest ownership filings
NPORT-P
JPMorgan Insurance Trust Small Cap Core Portfolio (Mar 2023 report)
26 May 23
NPORT-P
JPMorgan Insurance Trust Core Bond Portfolio (Mar 2023 report)
26 May 23
NPORT-P
JPMorgan Insurance Trust Income Builder Portfolio (Mar 2023 report)
26 May 23
NPORT-P
JPMorgan Insurance Trust Global Allocation Portfolio (Mar 2023 report)
26 May 23
NPORT-P
JPMorgan Insurance Trust Mid Cap Value Portfolio (Mar 2023 report)
26 May 23
NPORT-P
JPMorgan Insurance Trust U.S. Equity Portfolio (Mar 2023 report)
26 May 23
NPORT-P
JPMorgan Insurance Trust Income Builder Portfolio (Dec 2022 report)
28 Feb 23
NPORT-P
JPMorgan Insurance Trust U.S. Equity Portfolio (Dec 2022 report)
28 Feb 23
NPORT-P
JPMorgan Insurance Trust Global Allocation Portfolio (Dec 2022 report)
28 Feb 23
NPORT-P
JPMorgan Insurance Trust Small Cap Core Portfolio (Dec 2022 report)
28 Feb 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
JPMorgan Insurance Trust Core Bond Portfolio | – | 3.33 | -2.32 | 2.42 | 525.05 mm | 1,614 | Mar 2023 |
JPMorgan Insurance Trust Mid Cap Value Portfolio | – | 7.29 | -3.13 | -3.87 | 434.98 mm | 107 | Mar 2023 |
JPMorgan Insurance Trust Small Cap Core Portfolio | – | 9.11 | -0.72 | -6.13 | 167.36 mm | 463 | Mar 2023 |
JPMorgan Insurance Trust U.S. Equity Portfolio | – | 6.35 | -1.91 | 3.20 | 127.55 mm | 122 | Mar 2023 |