JPMorgan Institutional Trust
CIK: 0001303608
Equity
About this Fund
JPMorgan Institutional Trust is a leading mutual fund company that specializes in providing a comprehensive range of investment solutions to institutional investors, individuals, and financial intermediaries. With a strong focus on asset management, the company offers a diverse portfolio of mutual funds that cater to various investment objectives and risk tolerance levels. The company's product suite includes equity mutual funds, debt mutual funds, hybrid mutual funds, and other specialized funds that are designed to meet the unique needs of its clients. Through its systematic investment plans, or SIPs, investors can invest a fixed amount of money at regular intervals, helping them to average out market fluctuations and build wealth over the long term. As a trusted name in the investment industry, JPMorgan Institutional Trust is committed to delivering exceptional wealth management solutions that help its clients achieve their financial goals. The company's experienced team of investment professionals works closely with clients to understand their investment objectives, risk appetite, and time horizon, and then creates a customized portfolio that is tailored to their specific needs. With a strong emphasis on research and analysis, the company's investment team identifies opportunities for growth and income, and then selects a mix of assets that are designed to optimize returns while minimizing risk. Whether investors are looking to invest in domestic or international markets, JPMorgan Institutional Trust offers a range of mutual funds that provide access to a broad range of asset classes, sectors, and geographies. The company's key strengths lie in its ability to provide investors with a high level of transparency, liquidity, and flexibility, which are essential for navigating today's complex and rapidly changing investment landscape. By leveraging its global resources, expertise, and scale, JPMorgan Institutional Trust is able to offer its clients a unique combination of investment capabilities, risk management strategies, and wealth management solutions that are designed to help them achieve their long-term financial objectives. As a result, investors trust JPMorgan Institutional Trust to manage their assets, and the company has established a reputation as a reliable and trusted partner in the mutual fund industry. With its strong commitment to investment excellence, customer satisfaction, and regulatory compliance, JPMorgan Institutional Trust continues to be a preferred choice for investors who are seeking to build wealth, manage risk, and achieve their financial goals through a well-diversified portfolio of mutual funds.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | T AT&T, Inc. Since 2026-05-10 | 00206RJZ6 | Debt |
0.03%
|
$1.32 | 1,646,000 |
| 2 | T AT&T, Inc. Since 2026-05-10 | 00206RKG6 | Debt |
0.01%
|
$0.24 | 250,000 |
| 3 | T AT&T, Inc. Since 2026-05-10 | 00206RKJ0 | Debt |
0.00%
|
$0.08 | 113,000 |
| 4 | T AT&T, Inc. Since 2026-05-10 | 00206RLJ9 | Debt |
0.08%
|
$3.76 | 5,551,000 |
| 5 | T AT&T, Inc. Since 2026-05-10 | 00206RMT6 | Debt |
0.01%
|
$0.24 | 230,000 |
| 6 | T AT&T, Inc. Since 2026-05-10 | 00206RNH1 | Debt |
0.03%
|
$1.18 | 1,160,000 |
| 7 | ABT Abbott Laboratories Since 2026-05-10 | 002824BG4 | Debt |
0.01%
|
$0.38 | 380,000 |
| 8 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YAM1 | Debt |
0.02%
|
$0.72 | 790,000 |
| 9 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YAR0 | Debt |
0.00%
|
$0.01 | 15,000 |
| 10 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YAW9 | Debt |
0.03%
|
$1.29 | 1,460,000 |
| 11 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YCA5 | Debt |
0.10%
|
$4.44 | 4,909,000 |
| 12 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YCB3 | Debt |
0.00%
|
$0.07 | 80,000 |
| 13 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YCZ0 | Debt |
0.01%
|
$0.45 | 480,000 |
| 14 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YEG0 | Debt |
0.03%
|
$1.49 | 1,485,000 |
| 15 | ABBV AbbVie, Inc. Since 2026-05-10 | 00287YEH8 | Debt |
0.03%
|
$1.20 | 1,190,000 |
| 16 | ARE Alexandria Real Estate Equities, Inc. Since 2026-05-10 | 015271AP4 | Debt |
0.00%
|
$0.14 | 135,000 |
| 17 | ARE Alexandria Real Estate Equities, Inc. Since 2026-05-10 | 015271AT6 | Debt |
0.00%
|
$0.06 | 60,000 |
| 18 | ARE Alexandria Real Estate Equities, Inc. Since 2026-05-10 | 015271AV1 | Debt |
0.00%
|
$0.11 | 130,000 |
| 19 | ARE Alexandria Real Estate Equities, Inc. Since 2026-05-10 | 015271AW9 | Debt |
0.02%
|
$0.84 | 980,000 |
| 20 | GOOG Alphabet, Inc. Since 2026-05-10 | 02079KBN6 | Debt |
0.03%
|
$1.46 | 1,435,000 |
| 21 | GOOG Alphabet, Inc. Since 2026-05-10 | 02079KBP1 | Debt |
0.05%
|
$2.16 | 2,110,000 |
| 22 | GOOG Alphabet, Inc. Since 2026-05-10 | 02079KBQ9 | Debt |
0.03%
|
$1.32 | 1,295,000 |
| 23 | MO Altria Group, Inc. Since 2026-05-10 | 02209SBL6 | Debt |
0.03%
|
$1.53 | 1,700,000 |
| 24 | AMZN Amazon.com, Inc. Since 2026-05-10 | 023135BM7 | Debt |
0.00%
|
$0.02 | 30,000 |
| 25 | AMZN Amazon.com, Inc. Since 2026-05-10 | 023135BU9 | Debt |
0.00%
|
$0.01 | 10,000 |
| 26 | AMZN Amazon.com, Inc. Since 2026-05-10 | 023135CJ3 | Debt |
0.00%
|
$0.09 | 110,000 |
| 27 | COR Cencora, Inc. Since 2026-05-10 | 03073EAT2 | Debt |
0.00%
|
$0.14 | 150,000 |
| 28 | COR Cencora, Inc. Since 2026-05-10 | 03073EAU9 | Debt |
0.04%
|
$1.71 | 1,650,000 |
| 29 | COR Cencora, Inc. Since 2026-05-10 | 03073EBD6 | Debt |
0.07%
|
$3.02 | 3,000,000 |
| 30 | AMGN Amgen, Inc. Since 2026-05-10 | 031162CF5 | Debt |
0.04%
|
$1.62 | 1,854,000 |
| 31 | AMGN Amgen, Inc. Since 2026-05-10 | 031162CR9 | Debt |
0.02%
|
$0.75 | 928,000 |
| 32 | AMGN Amgen, Inc. Since 2026-05-10 | 031162DF4 | Debt |
0.00%
|
$0.04 | 55,000 |
| 33 | AMGN Amgen, Inc. Since 2026-05-10 | 031162DQ0 | Debt |
0.00%
|
$0.08 | 80,000 |
| 34 | AMGN Amgen, Inc. Since 2026-05-10 | 031162DR8 | Debt |
0.00%
|
$0.09 | 85,000 |
| 35 | AMGN Amgen, Inc. Since 2026-05-10 | 031162DS6 | Debt |
0.01%
|
$0.43 | 426,000 |
| 36 | AMGN Amgen, Inc. Since 2026-05-10 | 031162DT4 | Debt |
0.07%
|
$3.15 | 3,157,000 |
| 37 | AMGN Amgen, Inc. Since 2026-05-10 | 031162DW7 | Debt |
0.03%
|
$1.53 | 1,520,000 |
| 38 | AON Aon Corp. Since 2026-05-10 | 03740LAB8 | Debt |
0.00%
|
$0.09 | 140,000 |
| 39 | AON Aon Corp. Since 2026-05-10 | 03740LAG7 | Debt |
0.00%
|
$0.07 | 65,000 |
| 40 | AAPL Apple, Inc. Since 2026-05-10 | 037833BA7 | Debt |
0.00%
|
$0.02 | 20,000 |
| 41 | AAPL Apple, Inc. Since 2026-05-10 | 037833CD0 | Debt |
0.00%
|
$0.02 | 26,000 |
| 42 | AAPL Apple, Inc. Since 2026-05-10 | 037833DD9 | Debt |
0.00%
|
$0.04 | 50,000 |
| 43 | AAPL Apple, Inc. Since 2026-05-10 | 037833ER7 | Debt |
0.02%
|
$0.96 | 1,200,000 |
| 44 | ARW Arrow Electronics, Inc. Since 2026-05-10 | 042735BF6 | Debt |
0.00%
|
$0.01 | 11,000 |
| 45 | ARW Arrow Electronics, Inc. Since 2026-05-10 | 04273WAC5 | Debt |
0.00%
|
$0.05 | 60,000 |
| 46 | AZN AstraZeneca plc Since 2026-05-10 | 046353AD0 | Debt |
0.01%
|
$0.34 | 300,000 |
| 47 | AZN AstraZeneca plc Since 2026-05-10 | 046353AG3 | Debt |
0.00%
|
$0.21 | 240,000 |
| 48 | AZO AutoZone, Inc. Since 2026-05-10 | 053332BA9 | Debt |
0.01%
|
$0.68 | 765,000 |
| 49 | AZO AutoZone, Inc. Since 2026-05-10 | 053332BK7 | Debt |
0.02%
|
$0.79 | 760,000 |
| 50 | BMO Bank of Montreal Since 2026-05-10 | 06368BGS1 | Debt |
0.00%
|
$0.01 | 13,000 |
| 51 | BMO Bank of Montreal Since 2026-05-10 | 06368MXV1 | Debt |
0.05%
|
$2.38 | 2,360,000 |
| 52 | BIIB Biogen, Inc. Since 2026-05-10 | 09062XAK9 | Debt |
0.04%
|
$2.03 | 3,060,000 |
| 53 | BIIB Biogen, Inc. Since 2026-05-10 | 09062XAL7 | Debt |
0.03%
|
$1.39 | 1,299,000 |
| 54 | BIIB Biogen, Inc. Since 2026-05-10 | 09062XAM5 | Debt |
0.05%
|
$2.06 | 1,925,000 |
| 55 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FBA8 | Debt |
0.00%
|
$0.03 | 25,000 |
| 56 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FBP5 | Debt |
0.03%
|
$1.24 | 1,413,000 |
| 57 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FBX8 | Debt |
0.06%
|
$2.74 | 2,650,000 |
| 58 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FCC3 | Debt |
0.04%
|
$1.93 | 1,904,000 |
| 59 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FCP4 | Debt |
0.05%
|
$2.42 | 2,500,000 |
| 60 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FCV1 | Debt |
0.07%
|
$3.27 | 3,950,000 |
| 61 | AVGO Broadcom, Inc. Since 2026-05-10 | 11135FCY5 | Debt |
0.01%
|
$0.24 | 241,000 |
| 62 | GIB CGI, Inc. Since 2026-05-10 | 12532HAC8 | Debt |
0.02%
|
$0.83 | 843,000 |
| 63 | GIB CGI, Inc. Since 2026-05-10 | 12532HAF1 | Debt |
0.03%
|
$1.35 | 1,515,000 |
| 64 | CTRA Coterra Energy, Inc. Since 2026-05-10 | 127097AG8 | Debt |
0.02%
|
$0.93 | 935,000 |
| 65 | CTRA Coterra Energy, Inc. Since 2026-05-10 | 127097AL7 | Debt |
0.00%
|
$0.08 | 75,000 |
| 66 | CTRA Coterra Energy, Inc. Since 2026-05-10 | 127097AM5 | Debt |
0.03%
|
$1.29 | 1,250,000 |
| 67 | CDNS Cadence Design Systems, Inc. Since 2026-05-10 | 127387AN8 | Debt |
0.00%
|
$0.01 | 10,000 |
| 68 | CDNS Cadence Design Systems, Inc. Since 2026-05-10 | 127387AP3 | Debt |
0.04%
|
$1.92 | 1,899,000 |
| 69 | CM Canadian Imperial Bank of Commerce Since 2026-05-10 | 13607PHS6 | Debt |
0.06%
|
$2.85 | 2,800,000 |
| 70 | CM Canadian Imperial Bank of Commerce Since 2026-05-10 | 13607PVQ4 | Debt |
0.00%
|
$0.16 | 150,000 |
| 71 | CM Canadian Imperial Bank of Commerce Since 2026-05-10 | 13608JAA5 | Debt |
0.01%
|
$0.65 | 630,000 |
| 72 | CAH Cardinal Health, Inc. Since 2026-05-10 | 14149YBS6 | Debt |
0.00%
|
$0.08 | 75,000 |
| 73 | CAH Cardinal Health, Inc. Since 2026-05-10 | 14149YBV9 | Debt |
0.06%
|
$2.85 | 2,780,000 |
| 74 | CNP CenterPoint Energy, Inc. Since 2026-05-10 | 15189TAX5 | Debt |
0.00%
|
$0.04 | 40,000 |
| 75 | LNG Cheniere Energy, Inc. Since 2026-05-10 | 16411RAN9 | Debt |
0.02%
|
$0.73 | 690,000 |
| 76 | CSCO Cisco Systems, Inc. Since 2026-05-10 | 17275RBU5 | Debt |
0.03%
|
$1.51 | 1,550,000 |
| 77 | C Citigroup, Inc. Since 2026-05-10 | 172967JC6 | Debt |
0.03%
|
$1.23 | 1,230,000 |
| 78 | C Citigroup, Inc. Since 2026-05-10 | 172967KN0 | Debt |
0.00%
|
$0.03 | 30,000 |
| 79 | C Citigroup, Inc. Since 2026-05-10 | 172967KR1 | Debt |
0.00%
|
$0.02 | 20,000 |
| 80 | C Citigroup, Inc. Since 2026-05-10 | 172967LP4 | Debt |
0.04%
|
$1.62 | 1,628,000 |
| 81 | C Citigroup, Inc. Since 2026-05-10 | 172967NF4 | Debt |
0.00%
|
$0.22 | 298,000 |
| 82 | C Citigroup, Inc. Since 2026-05-10 | 172967PL9 | Debt |
0.14%
|
$6.40 | 6,140,000 |
| 83 | C Citigroup, Inc. Since 2026-05-10 | 172967QA2 | Debt |
0.05%
|
$2.05 | 2,000,000 |
| 84 | C Citigroup, Inc. Since 2026-05-10 | 17327CAQ6 | Debt |
0.01%
|
$0.67 | 719,000 |
| 85 | C Citigroup, Inc. Since 2026-05-10 | 17327CAT0 | Debt |
0.04%
|
$1.96 | 1,938,000 |
| 86 | C Citigroup, Inc. Since 2026-05-10 | 17327CBA0 | Debt |
0.10%
|
$4.37 | 4,240,000 |
| 87 | COP ConocoPhillips Co. Since 2026-05-10 | 20826FBF2 | Debt |
0.00%
|
$0.10 | 95,000 |
| 88 | COP ConocoPhillips Co. Since 2026-05-10 | 20826FBM7 | Debt |
0.03%
|
$1.47 | 1,500,000 |
| 89 | STZ Constellation Brands, Inc. Since 2026-05-10 | 21036PBD9 | Debt |
0.00%
|
$0.21 | 220,000 |
| 90 | STZ Constellation Brands, Inc. Since 2026-05-10 | 21036PBL1 | Debt |
0.01%
|
$0.30 | 300,000 |
| 91 | CRBG Corebridge Financial, Inc. Since 2026-05-10 | 21871XAD1 | Debt |
0.02%
|
$0.77 | 770,000 |
| 92 | CRBG Corebridge Financial, Inc. Since 2026-05-10 | 21871XAF6 | Debt |
0.01%
|
$0.54 | 545,000 |
| 93 | UBS UBS Group AG Since 2026-05-10 | 225401AF5 | Debt |
0.03%
|
$1.20 | 1,200,000 |
| 94 | UBS UBS Group AG Since 2026-05-10 | 225401AU2 | Debt |
0.02%
|
$1.04 | 1,115,000 |
| 95 | UBS UBS Group AG Since 2026-05-10 | 225401BG2 | Debt |
0.01%
|
$0.59 | 539,000 |
| 96 | UBS UBS Group AG Since 2026-05-10 | 225401BM9 | Debt |
0.02%
|
$1.02 | 1,020,000 |
| 97 | UBS UBS Group AG Since 2026-05-10 | 225401BP2 | Debt |
0.06%
|
$2.92 | 2,925,000 |
| 98 | UBS UBS Group AG Since 2026-05-10 | 225401BT4 | Debt |
0.06%
|
$2.65 | 2,630,000 |
| 99 | CMI Cummins, Inc. Since 2026-05-10 | 231021AS5 | Debt |
0.00%
|
$0.03 | 50,000 |
| 100 | DTM DT Midstream, Inc. Since 2026-05-10 | 23345MAC1 | Debt |
0.02%
|
$0.88 | 900,000 |
| 101 | D Dominion Energy, Inc. Since 2026-05-10 | 257469AJ5 | Debt |
0.02%
|
$0.97 | 940,000 |
| 102 | DD DuPont de Nemours, Inc. Since 2026-05-10 | 26078JAE0 | Debt |
0.09%
|
$4.07 | 4,004,000 |
| 103 | EXP Eagle Materials, Inc. Since 2026-05-10 | 26969PAB4 | Debt |
0.00%
|
$0.09 | 95,000 |
| 104 | ECL Ecolab, Inc. Since 2026-05-10 | 278865BJ8 | Debt |
0.00%
|
$0.00 | 6,000 |
| 105 | EIX Edison International Since 2026-05-10 | 281020AW7 | Debt |
0.02%
|
$1.10 | 1,020,000 |
| 106 | EIX Edison International Since 2026-05-10 | 281020BA4 | Debt |
0.04%
|
$1.88 | 1,830,000 |
| 107 | KMI Kinder Morgan, Inc. Since 2026-05-10 | 28368EAD8 | Debt |
0.03%
|
$1.35 | 1,151,000 |
| 108 | ENB Enbridge, Inc. Since 2026-05-10 | 29250NAJ4 | Debt |
0.00%
|
$0.10 | 110,000 |
| 109 | ENB Enbridge, Inc. Since 2026-05-10 | 29250NBR5 | Debt |
0.03%
|
$1.16 | 1,090,000 |
| 110 | ENB Enbridge, Inc. Since 2026-05-10 | 29250NCC7 | Debt |
0.03%
|
$1.43 | 1,350,000 |
| 111 | EQIX Equinix, Inc. Since 2026-05-10 | 29444UBE5 | Debt |
0.00%
|
$0.06 | 65,000 |
| 112 | EVRG Evergy, Inc. Since 2026-05-10 | 30034WAB2 | Debt |
0.01%
|
$0.50 | 524,000 |
| 113 | FG F&G Annuities & Life, Inc. Since 2026-05-10 | 30190AAC8 | Debt |
0.01%
|
$0.58 | 563,000 |
| 114 | FG F&G Annuities & Life, Inc. Since 2026-05-10 | 30190AAF1 | Debt |
0.03%
|
$1.57 | 1,525,000 |
| 115 | META Meta Platforms, Inc. Since 2026-05-10 | 30303M8Q8 | Debt |
0.03%
|
$1.31 | 1,350,000 |
| 116 | META Meta Platforms, Inc. Since 2026-05-10 | 30303M8V7 | Debt |
0.02%
|
$0.83 | 875,000 |
| 117 | META Meta Platforms, Inc. Since 2026-05-10 | 30303M8X3 | Debt |
0.06%
|
$2.91 | 2,950,000 |
| 118 | META Meta Platforms, Inc. Since 2026-05-10 | 30303MAD4 | Debt |
0.07%
|
$2.99 | 2,960,000 |
| 119 | META Meta Platforms, Inc. Since 2026-05-10 | 30303MAE2 | Debt |
0.04%
|
$1.74 | 1,775,000 |
| 120 | FIS Fidelity National Information Services, Inc. Since 2026-05-10 | 31620MBU9 | Debt |
0.00%
|
$0.04 | 50,000 |
| 121 | FITB Fifth Third Bancorp Since 2026-05-10 | 316773DL1 | Debt |
0.00%
|
$0.16 | 155,000 |
| 122 | FITB Fifth Third Bancorp Since 2026-05-10 | 316773DN7 | Debt |
0.03%
|
$1.20 | 1,195,000 |
| 123 | FITB Fifth Third Bancorp Since 2026-05-10 | 316773DP2 | Debt |
0.04%
|
$1.97 | 1,965,000 |
| 124 | FISV Fiserv, Inc. Since 2026-05-10 | 337738AT5 | Debt |
0.01%
|
$0.39 | 395,000 |
| 125 | FISV Fiserv, Inc. Since 2026-05-10 | 337738AV0 | Debt |
0.01%
|
$0.30 | 375,000 |
| 126 | FISV Fiserv, Inc. Since 2026-05-10 | 337738BC1 | Debt |
0.00%
|
$0.12 | 125,000 |
| 127 | FISV Fiserv, Inc. Since 2026-05-10 | 337738BN7 | Debt |
0.07%
|
$3.19 | 3,200,000 |
| 128 | FTS Fortis, Inc. Since 2026-05-10 | 349553AM9 | Debt |
0.01%
|
$0.37 | 371,000 |
| 129 | GILD Gilead Sciences, Inc. Since 2026-05-10 | 375558BJ1 | Debt |
0.00%
|
$0.01 | 9,000 |
| 130 | GILD Gilead Sciences, Inc. Since 2026-05-10 | 375558BS1 | Debt |
0.04%
|
$1.87 | 2,493,000 |
| 131 | GPN Global Payments, Inc. Since 2026-05-10 | 37940XAB8 | Debt |
0.02%
|
$0.91 | 945,000 |
| 132 | GPN Global Payments, Inc. Since 2026-05-10 | 37940XAD4 | Debt |
0.01%
|
$0.25 | 273,000 |
| 133 | GPN Global Payments, Inc. Since 2026-05-10 | 37940XAH5 | Debt |
0.01%
|
$0.58 | 647,000 |
| 134 | GPN Global Payments, Inc. Since 2026-05-10 | 37940XAN2 | Debt |
0.01%
|
$0.38 | 371,000 |
| 135 | GPN Global Payments, Inc. Since 2026-05-10 | 37940XAX0 | Debt |
0.07%
|
$3.15 | 3,135,000 |
| 136 | GPN Global Payments, Inc. Since 2026-05-10 | 37940XAY8 | Debt |
0.03%
|
$1.55 | 1,560,000 |
| 137 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280CK3 | Debt |
0.02%
|
$1.07 | 1,160,000 |
| 138 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280CL1 | Debt |
0.03%
|
$1.18 | 1,215,000 |
| 139 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280CV9 | Debt |
0.02%
|
$0.78 | 815,000 |
| 140 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280DW6 | Debt |
0.02%
|
$0.77 | 700,000 |
| 141 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280EN5 | Debt |
0.05%
|
$2.46 | 2,375,000 |
| 142 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280ER6 | Debt |
0.03%
|
$1.20 | 1,165,000 |
| 143 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280EW5 | Debt |
0.02%
|
$0.94 | 905,000 |
| 144 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280FE4 | Debt |
0.04%
|
$1.67 | 1,655,000 |
| 145 | HSBC HSBC Holdings plc Since 2026-05-10 | 404280FG9 | Debt |
0.04%
|
$2.02 | 2,000,000 |
| 146 | LHX L3Harris Technologies, Inc. Since 2026-05-10 | 413875AS4 | Debt |
0.00%
|
$0.01 | 10,000 |
| 147 | HGV Hilton Grand Vacations Trust Since 2026-05-10 | 43283BAA1 | ABS-O |
0.00%
|
$0.03 | 26,407 |
| 148 | HGV Hilton Grand Vacations Trust Since 2026-05-10 | 43283JAB2 | ABS-O |
0.00%
|
$0.07 | 67,535 |
| 149 | HGV Hilton Grand Vacations Trust Since 2026-05-10 | 43283YAA1 | ABS-O |
0.00%
|
$0.05 | 49,097 |
| 150 | HGV Hilton Grand Vacations Trust Since 2026-05-10 | 43285JAA2 | ABS-O |
0.12%
|
$5.35 | 5,304,176 |
| 151 | IFF International Flavors & Fragrances, Inc. Since 2026-05-10 | 459506AQ4 | Debt |
0.07%
|
$3.19 | 3,500,000 |
| 152 | JXN Jackson Financial, Inc. Since 2026-05-10 | 46817MAN7 | Debt |
0.00%
|
$0.06 | 85,000 |
| 153 | JEF Jefferies Financial Group, Inc. Since 2026-05-10 | 472319AE2 | Debt |
0.02%
|
$0.79 | 771,000 |
| 154 | KEY KeyCorp Since 2026-05-10 | 49326EEQ2 | Debt |
0.04%
|
$1.66 | 1,621,000 |
| 155 | KEY KeyCorp Since 2026-05-10 | 49326EER0 | Debt |
0.02%
|
$1.05 | 1,045,000 |
| 156 | KMI Kinder Morgan, Inc. Since 2026-05-10 | 49456BAJ0 | Debt |
0.04%
|
$1.76 | 1,910,000 |
| 157 | KMI Kinder Morgan, Inc. Since 2026-05-10 | 49456BAS0 | Debt |
0.00%
|
$0.01 | 20,000 |
| 158 | LHX L3Harris Technologies, Inc. Since 2026-05-10 | 502431AL3 | Debt |
0.00%
|
$0.06 | 55,000 |
| 159 | LHX L3Harris Technologies, Inc. Since 2026-05-10 | 502431AQ2 | Debt |
0.03%
|
$1.16 | 1,102,000 |
| 160 | LHX L3Harris Technologies, Inc. Since 2026-05-10 | 502431AT6 | Debt |
0.03%
|
$1.18 | 1,130,000 |
| 161 | MKL Markel Group, Inc. Since 2026-05-10 | 570535AT1 | Debt |
0.00%
|
$0.02 | 20,000 |
| 162 | MRVL Marvell Technology, Inc. Since 2026-05-10 | 573874AJ3 | Debt |
0.03%
|
$1.31 | 1,405,000 |
| 163 | MRVL Marvell Technology, Inc. Since 2026-05-10 | 573874AP9 | Debt |
0.03%
|
$1.42 | 1,360,000 |
| 164 | MRVL Marvell Technology, Inc. Since 2026-05-10 | 573874AS3 | Debt |
0.11%
|
$5.02 | 4,818,000 |
| 165 | MRK Merck & Co., Inc. Since 2026-05-10 | 58933YAW5 | Debt |
0.02%
|
$0.70 | 860,000 |
| 166 | MRK Merck & Co., Inc. Since 2026-05-10 | 58933YBG9 | Debt |
0.01%
|
$0.57 | 965,000 |
| 167 | MET MetLife, Inc. Since 2026-05-10 | 59156RCC0 | Debt |
0.00%
|
$0.03 | 30,000 |
| 168 | MU Micron Technology, Inc. Since 2026-05-10 | 595112CD3 | Debt |
0.03%
|
$1.14 | 1,086,000 |
| 169 | MSI Motorola Solutions, Inc. Since 2026-05-10 | 620076CA5 | Debt |
0.00%
|
$0.16 | 155,000 |
| 170 | NRG NRG Energy, Inc. Since 2026-05-10 | 629377CL4 | Debt |
0.01%
|
$0.61 | 615,000 |
| 171 | NRG NRG Energy, Inc. Since 2026-05-10 | 629377CP5 | Debt |
0.02%
|
$0.77 | 795,000 |
| 172 | NRG NRG Energy, Inc. Since 2026-05-10 | 629377DB5 | Debt |
0.06%
|
$2.53 | 2,500,000 |
| 173 | NOV NOV, Inc. Since 2026-05-10 | 637071AM3 | Debt |
0.00%
|
$0.15 | 155,000 |
| 174 | NNN NNN REIT, Inc. Since 2026-05-10 | 637417AJ5 | Debt |
0.00%
|
$0.02 | 16,000 |
| 175 | NNN NNN REIT, Inc. Since 2026-05-10 | 637417AL0 | Debt |
0.01%
|
$0.62 | 620,000 |
| 176 | NNN NNN REIT, Inc. Since 2026-05-10 | 637417AS5 | Debt |
0.01%
|
$0.63 | 600,000 |
| 177 | NNN NNN REIT, Inc. Since 2026-05-10 | 637417AT3 | Debt |
0.00%
|
$0.18 | 170,000 |
| 178 | NI NiSource, Inc. Since 2026-05-10 | 65473PAL9 | Debt |
0.01%
|
$0.68 | 765,000 |
| 179 | NTR Nutrien Ltd. Since 2026-05-10 | 67077MAN8 | Debt |
0.01%
|
$0.44 | 470,000 |
| 180 | NTR Nutrien Ltd. Since 2026-05-10 | 67077MAT5 | Debt |
0.00%
|
$0.18 | 175,000 |
| 181 | NTR Nutrien Ltd. Since 2026-05-10 | 67077MAU2 | Debt |
0.00%
|
$0.21 | 230,000 |
| 182 | NTR Nutrien Ltd. Since 2026-05-10 | 67077MBB3 | Debt |
0.00%
|
$0.07 | 70,000 |
| 183 | ORLY O'Reilly Automotive, Inc. Since 2026-05-10 | 67103HAF4 | Debt |
0.01%
|
$0.43 | 432,000 |
| 184 | ORLY O'Reilly Automotive, Inc. Since 2026-05-10 | 67103HAK3 | Debt |
0.00%
|
$0.05 | 55,000 |
| 185 | OGS ONE Gas, Inc. Since 2026-05-10 | 68235PAH1 | Debt |
0.00%
|
$0.01 | 15,000 |
| 186 | OKE ONEOK, Inc. Since 2026-05-10 | 682680AV5 | Debt |
0.00%
|
$0.03 | 30,000 |
| 187 | OKE ONEOK, Inc. Since 2026-05-10 | 682680CD3 | Debt |
0.05%
|
$2.15 | 2,125,000 |
| 188 | SU Suncor Energy, Inc. Since 2026-05-10 | 71644EAJ1 | Debt |
0.02%
|
$0.77 | 677,000 |
| 189 | PFG Principal Financial Group, Inc. Since 2026-05-10 | 74251VAP7 | Debt |
0.02%
|
$0.84 | 838,000 |
| 190 | PRU Prudential Financial, Inc. Since 2026-05-10 | 744320AY8 | Debt |
0.01%
|
$0.23 | 300,000 |
| 191 | PWR Quanta Services, Inc. Since 2026-05-10 | 74762EAF9 | Debt |
0.03%
|
$1.36 | 1,440,000 |
| 192 | PWR Quanta Services, Inc. Since 2026-05-10 | 74762EAH5 | Debt |
0.02%
|
$0.98 | 1,095,000 |
| 193 | PWR Quanta Services, Inc. Since 2026-05-10 | 74762EAP7 | Debt |
0.04%
|
$1.76 | 1,730,000 |
| 194 | REGN Regeneron Pharmaceuticals, Inc. Since 2026-05-10 | 75886FAE7 | Debt |
0.03%
|
$1.15 | 1,270,000 |
| 195 | ROP Roper Technologies, Inc. Since 2026-05-10 | 776696AJ5 | Debt |
0.04%
|
$1.93 | 1,940,000 |
| 196 | ROP Roper Technologies, Inc. Since 2026-05-10 | 776743AD8 | Debt |
0.00%
|
$0.01 | 7,000 |
| 197 | ROP Roper Technologies, Inc. Since 2026-05-10 | 776743AJ5 | Debt |
0.00%
|
$0.02 | 25,000 |
| 198 | STLD Steel Dynamics, Inc. Since 2026-05-10 | 858119BQ2 | Debt |
0.00%
|
$0.04 | 40,000 |
| 199 | SNPS Synopsys, Inc. Since 2026-05-10 | 871607AE7 | Debt |
0.00%
|
$0.16 | 158,000 |
| 200 | SNPS Synopsys, Inc. Since 2026-05-10 | 871607AG2 | Debt |
0.03%
|
$1.41 | 1,415,000 |
| 201 | SYF Synchrony Financial Since 2026-05-10 | 87165BAV5 | Debt |
0.03%
|
$1.56 | 1,500,000 |
| 202 | TRGP Targa Resources Corp. Since 2026-05-10 | 87612GAP6 | Debt |
0.05%
|
$2.45 | 2,388,000 |
| 203 | TVC Tennessee Valley Authority Since 2026-05-10 | 880591CS9 | Debt |
0.17%
|
$7.88 | 6,909,000 |
| 204 | TVC Tennessee Valley Authority Since 2026-05-10 | 880591EJ7 | Debt |
0.01%
|
$0.34 | 365,000 |
| 205 | TVC Tennessee Valley Authority Since 2026-05-10 | 880591ES7 | Debt |
0.00%
|
$0.04 | 51,000 |
| 206 | TVC Tennessee Valley Authority Since 2026-05-10 | 88059FBM2 | Debt |
0.01%
|
$0.54 | 800,000 |
| 207 | TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 | 883556DJ8 | Debt |
0.06%
|
$2.53 | 2,485,000 |
| 208 | TSN Tyson Foods, Inc. Since 2026-05-10 | 902494BM4 | Debt |
0.02%
|
$0.98 | 920,000 |
| 209 | UBS UBS Group AG Since 2026-05-10 | 902613BT4 | Debt |
0.07%
|
$3.04 | 3,010,000 |
| 210 | UDR UDR, Inc. Since 2026-05-10 | 90265EAL4 | Debt |
0.01%
|
$0.39 | 388,000 |
| 211 | UDR UDR, Inc. Since 2026-05-10 | 90265EAR1 | Debt |
0.01%
|
$0.29 | 305,000 |
| 212 | UDR UDR, Inc. Since 2026-05-10 | 90265EAS9 | Debt |
0.00%
|
$0.03 | 30,000 |
| 213 | UDR UDR, Inc. Since 2026-05-10 | 90265EAT7 | Debt |
0.01%
|
$0.62 | 710,000 |
| 214 | UBER Uber Technologies, Inc. Since 2026-05-10 | 90353TAP5 | Debt |
0.02%
|
$0.72 | 720,000 |
| 215 | UBER Uber Technologies, Inc. Since 2026-05-10 | 90353TAQ3 | Debt |
0.01%
|
$0.23 | 240,000 |
| 216 | VZ Verizon Communications, Inc. Since 2026-05-10 | 92343VGK4 | Debt |
0.02%
|
$0.84 | 1,060,000 |
| 217 | WEC WEC Energy Group, Inc. Since 2026-05-10 | 92939UAM8 | Debt |
0.00%
|
$0.03 | 28,000 |
Frequently Asked Questions — JPMorgan Institutional Trust
What type of mutual fund is JPMorgan Institutional Trust?
JPMorgan Institutional Trust is a SEC-registered Equity fund, with $4.5B in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, JPMorgan Institutional Trust holds 217 portfolio positions, all detailed in the holdings table on this page.
What are JPMorgan Institutional Trust's assets under management (AUM)?
JPMorgan Institutional Trust has $4.5B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are JPMorgan Institutional Trust's top holdings?
According to JPMorgan Institutional Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
AT&T, Inc.,
AT&T, Inc.,
AT&T, Inc.
, among others.
The complete list of all 217 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is JPMorgan Institutional Trust's expense ratio?
Expense ratio data for JPMorgan Institutional Trust is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find JPMorgan Institutional Trust's SEC filings?
JPMorgan Institutional Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001303608.
You can access all of JPMorgan Institutional Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0001303608).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is JPMorgan Institutional Trust's holdings data on StockSifting?
Holdings data for JPMorgan Institutional Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.