LONDON – JPMorgan Investment Trusts has announced the top ten holdings for several of its funds, revealing a diverse range of top holdings concentrated in technology, financial services and consumer goods. As of December 31, 2024, JPMorgan American Investment Trust PLC highlighted significant stakes in Amazon.com Inc (NASDAQ: ) and Microsoft (NASDAQ: ), each representing 6% of total assets. Similarly, JPMorgan Global Growth & Income PLC reported Microsoft and Amazon.com Inc as its largest 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 frequent top holding in several trusts, including JPMorgan China Growth & Income PLC at 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 accounted for 8.0% and 7.1% of its total assets, respectively. 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 at 8.8%, while the largest investment was JPMorgan Japanese Investment Trust PLC Hitachi Ltd (OTC:), accounting for 5.5% of total assets.
Emerging markets were also prominent, with JPMorgan Global Emerging Markets Income Trust PLC’s Taiwan Semiconductor Manufacturing Co Ltd holding the largest holding at 8.9%. In contrast, JPMorgan Emerging Europe, Middle East & Africa Sec PLC’s top investment was Al Rajhi Bank at 3.2%.
The announcement provides an overview of the strategic allocations of JPMorgan’s investment funds, reflecting a combination of sector and geographic diversification. Detailed holding percentages offer insight into investment strategies, but exclude investments in liquidity stocks. The information is based on the JPMorgan Investment Trust’s press release.
This article was generated with the support of artificial intelligence and reviewed by an editor. See our T&C for more information.
