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Lvip Jpmorgan U.s. Equity Class Service (0P00005YDW)

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44.296 +0.910    +2.11%
15/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 114.33M
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
JPMorgan Insurance Trust U.S. Equity Portfolio Cla 44.296 +0.910 +2.11%

0P00005YDW Holdings

 
Comprehensive information about top holdings and Key Holding Information for the JPMorgan Insurance Trust U.S. Equity Portfolio Cla (0P00005YDW) fund. Our JPMorgan Insurance Trust U.S. Equity Portfolio Cla portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.270 1.270 0.000
Stocks 98.730 98.730 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.710 20.352
Price to Book 4.886 3.984
Price to Sales 3.734 2.625
Price to Cash Flow 17.059 14.464
Dividend Yield 1.244 1.525
5 Years Earnings Growth 15.019 11.678

Sector Allocation

Name  Net % Category Average
Technology 33.980 28.322
Consumer Cyclical 12.600 10.330
Healthcare 12.200 12.663
Financial Services 11.430 14.357
Industrials 11.020 9.798
Communication Services 6.160 8.224
Energy 4.730 3.884
Utilities 4.070 2.819
Basic Materials 1.870 2.487
Consumer Defensive 1.210 6.163
Real Estate 0.720 2.346

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 53

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Microsoft US5949181045 8.78 426.31 +2.56%
  Apple US0378331005 7.65 237.87 +1.97%
  NVIDIA US67066G1040 7.09 136.24 +3.40%
  Amazon.com US0231351067 4.18 223.35 +2.57%
  Meta Platforms US30303M1027 3.37 617.12 +3.85%
  Alphabet A US02079K3059 2.71 195.55 +3.11%
  UnitedHealth US91324P1021 2.65 543.42 -0.06%
  Lowe’s US5486611073 2.62 256.72 +2.20%
  Wells Fargo&Co US9497461015 2.57 75.95 +6.69%
  Exxon Mobil US30231G1022 2.49 111.51 +1.63%

Top Equity Funds by Lincoln National

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 66.88B 34.17 10.63 17.87
  JPMorgan Large Cap Growth Select 25.55B 33.84 10.36 17.56
  JPMorgan Equity Income R6 22.12B 12.80 5.24 9.37
  JPMorgan US Equity R6 17.56B 24.21 8.72 13.53
  JPMorgan Equity Income Select 15.65B 12.51 4.97 9.09
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