LONDON – JPMorgan Investment Trusts announced the ten largest holdings across several of its funds, revealing a wide range of major holdings concentrated in technology, financial services and consumer goods. As of December 31, 2024, JPMorgan American Investment Trust PLC highlighted significant holdings in Amazon.com Inc (NASDAQ 🙂 and Microsoft (NASDAQ 🙂), each representing 6% of total assets. Similarly, JPMorgan Global Growth & Income PLC reported that Microsoft and Amazon.com Inc are its top holdings at 6.7% each.
In Asia-focused funds, JPMorgan Asia Growth & Income PLC and JPMorgan Emerging Markets Investment Trust PLC listed Taiwan Semiconductor Manufacturing Co Ltd as their largest investment, accounting for 13.5% and 13.4% of total assets, respectively. . Tencent Holdings Ltd (F:) was another common core holding among several trusts, including JPMorgan China Growth & Income PLC with 11.3%.
European investments were led by different companies, with JPMorgan Claverhouse Investment Trust PLC favoring Shell (LON:) Plc and HSBC Holdings Plc (LON:), which represented 8.0% and 7.1% of its total assets. JPMorgan European Discovery (NASDAQ:) Trust PLC’s top investment was Spie at 2.8%.
JPMorgan Indian Investment Trust PLC’s largest holding was hdfc bank (NYSE:) Ltd with 8.8%, while JPMorgan Japanese Investment Trust PLC’s main investment was Hitachi Ltd. (OTC:), which represents 5.5% of total assets.
Emerging markets also featured prominently, with JPMorgan Global Emerging Markets Income Trust PLC Taiwan Semiconductor Manufacturing Co Ltd’s leading share at 8.9%. By contrast, JPMorgan Emerging Europe, Middle East & Africa Sec PLC’s largest investment was Al Rajhi Bank at 3.2%.
The announcement provides a snapshot of the strategic allocations of JPMorgan’s investment trusts, reflecting a combination of sector and geographic diversification. Detailed holding percentages provide insight into investment strategies, but exclude investments in liquidity stocks. The information is based on a press release from JPMorgan Investment Trusts.
This article was generated with the support of AI and reviewed by an editor. For more information consult our T&C.