Investment Trusts

JPMorgan American Investment Trust

JAM:LSE

JPMorgan American Investment Trust

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  • Price (GBX)975.00
  • Today's Change10.00 / 1.04%
  • Shares traded259.12k
  • 1 Year change+29.65%
  • Beta0.8739
Data delayed at least 20 minutes, as of Jun 14 2024 16:37 BST.
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Top holdings

37.70%Per cent of portfolio in top holdings
Holding% of portfolio
Microsoft Corp7.29%
Amazon.com Inc5.80%
NVIDIA Corp5.23%
Meta Platforms Inc Class A4.49%
EOG Resources Inc3.28%
Loews Corp2.98%
Capital One Financial Corp2.96%
Berkshire Hathaway Inc Class B2.87%
Kinder Morgan Inc Class P2.80%
As of Apr 30 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Technology25.87%
Financial Services18.62%
Consumer Cyclical12.20%
Healthcare10.59%
Industrials7.42%
Real Estate7.12%
Communications Equipment6.85%
Energy6.06%
Consumer Defensive4.69%
Other3.85%
As of Mar 31 2024.

Regional holdings

Holding% of portfolio
USA103.15%
Israel0.06%
Canada0.04%
Costa Rica0.02%
As of Mar 31 2024.
Data Provided by LSEG
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