Investment Trusts

JPMorgan American Investment Trust

JAM:LSE

JPMorgan American Investment Trust

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  • Price (GBX)978.00
  • Today's Change-11.00 / -1.11%
  • Shares traded329.69k
  • 1 Year change+21.04%
  • Beta0.8558
Data delayed at least 20 minutes, as of Sep 20 2024 16:35 BST.
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Top holdings

40.22%Per cent of portfolio in top holdings
Holding% of portfolio
Microsoft Corp7.13%
NVIDIA Corp5.85%
Amazon.com Inc5.63%
Meta Platforms Inc Class A3.96%
Apple Inc3.02%
Berkshire Hathaway Inc Class B2.99%
Kinder Morgan Inc Class P2.97%
EOG Resources Inc2.90%
Loews Corp2.90%
Capital One Financial Corp2.87%
As of Jul 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Technology27.97%
Financial Services18.88%
Consumer Cyclical13.97%
Healthcare11.29%
Industrials7.48%
Communications Equipment6.51%
Energy6.27%
Real Estate4.19%
Consumer Defensive2.79%
Other4.04%
As of Jul 31 2024.

Regional holdings

Holding% of portfolio
USA103.27%
Canada0.05%
Israel0.05%
Costa Rica0.02%
As of Jul 31 2024.
Data Provided by LSEG
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