Investment Trusts

JPMorgan American Investment Trust

JAM:LSE

JPMorgan American Investment Trust

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  • Price (GBX)949.24
  • Today's Change-9.76 / -1.02%
  • Shares traded52.59k
  • 1 Year change+34.45%
  • Beta0.8991
Data delayed at least 20 minutes, as of May 01 2024 09:03 BST.
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Top holdings

37.68%Per cent of portfolio in top holdings
Holding% of portfolio
Microsoft Corp7.63%
Amazon.com Inc5.75%
Meta Platforms Inc Class A5.03%
NVIDIA Corp4.87%
Berkshire Hathaway Inc Class B3.23%
Loews Corp2.93%
Mastercard Inc Class A2.79%
Regeneron Pharmaceuticals Inc2.75%
Advanced Micro Devices Inc2.70%
As of Feb 29 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Technology26.67%
Financial Services18.15%
Consumer Cyclical12.50%
Healthcare10.92%
Communications Equipment7.42%
Industrials7.27%
Real Estate6.51%
Energy5.28%
Consumer Defensive3.93%
Other3.45%
As of Feb 29 2024.

Regional holdings

Holding% of portfolio
USA101.98%
Israel0.05%
Canada0.04%
Costa Rica0.02%
As of Feb 29 2024.
Data Provided by LSEG
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