Investment Trusts

JPMorgan American Investment Trust

JAM:LSE

JPMorgan American Investment Trust

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  • Price (GBX)998.13
  • Today's Change5.13 / 0.52%
  • Shares traded121.80k
  • 1 Year change+27.64%
  • Beta0.8629
Data delayed at least 20 minutes, as of Jul 22 2024 15:07 BST.
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Top holdings

38.37%Per cent of portfolio in top holdings
Holding% of portfolio
Microsoft Corp7.41%
NVIDIA Corp6.32%
Amazon.com Inc5.56%
Meta Platforms Inc Class A4.64%
EOG Resources Inc2.98%
Berkshire Hathaway Inc Class B2.96%
Loews Corp2.92%
Kinder Morgan Inc Class P2.84%
Apple Inc2.74%
As of May 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Technology26.86%
Financial Services18.46%
Consumer Cyclical13.52%
Healthcare10.99%
Industrials7.63%
Communications Equipment7.32%
Energy6.22%
Consumer Defensive4.62%
Real Estate4.02%
Other4.25%
As of May 31 2024.

Regional holdings

Holding% of portfolio
USA103.77%
Canada0.04%
Israel0.04%
Costa Rica0.02%
As of May 31 2024.
Data Provided by LSEG
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