JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 (0P00003CIP)

Overview

The Portfolio is designed for investors looking to capitalize on the opportunities within the U.S. equity market, focusing on large- and mid-capitalization companies. By allocating at least 80% of its assets to equity securities of U.S. companies, the Portfolio aims to leverage the growth potential of these entities. Additionally, it places a significant emphasis on stock selection, aiming to outperform its benchmark through careful analysis and identification of attractively valued securities. While mainly focused on U.S. companies, the Portfolio maintains flexibility by investing up to 20% of its assets in foreign companies, including depositary receipts, allowing for a diversified investment approach.

Products and Services

• Equity Securities of U.S. Companies:

  The cornerstone of the Portfolio, this product comprises at least 80% of the investment assets, focusing on common stocks of large- and mid-capitalization companies. The strategy is geared towards identifying companies that show promise for sustainable growth and profitability, offering investors exposure to the dynamic U.S. market.

• Common Stocks of Foreign Companies:

  To provide a global perspective and hedge against domestic market volatility, up to 20% of the Portfolio’s assets may be invested in common stocks of foreign companies. This includes depositary receipts, which represent a specified number of shares in a foreign corporation and are traded on a U.S. exchange, offering investors an accessible means to diversify their investment across geographical boundaries.

• Active Stock Selection:

  The Portfolio’s management team employs a rigorous selection process to outperform the benchmark, focusing on equity securities that are considered to be attractively valued. This involves comprehensive analysis and a forward-looking approach to stock picking, aiming to identify companies with the potential for high returns.