JPMorgan investment trusts reveal top holdings as of August 31

Published 10/09/2025, 16:16
© Reuters.

LONDON - JPMorgan Investment Trusts disclosed the ten largest investments across its portfolio of investment trusts as of August 31, 2025, according to a press release issued Wednesday.

The data shows technology companies dominating several of the trusts’ portfolios. In the JPMorgan American Investment Trust, Microsoft leads with 7.3% of total assets, followed by Nvidia (6.9%) and Amazon (5.2%). The trust’s top ten holdings represent 43.3% of its total assets.

For the JPMorgan Global Growth & Income PLC, Microsoft also takes the top position at 7.3%, with Amazon (5.7%) and Nvidia (5.6%) rounding out the top three. The ten largest investments account for 39% of the trust’s total assets.

In Asian-focused trusts, Taiwan Semiconductor Manufacturing Company features prominently. It represents 14.6% of JPMorgan Asia Growth & Income PLC’s assets, 14.4% of JPMorgan Emerging Markets Investment Trust, and 8.3% of JPMorgan Global Emerging Markets Income Trust.

The JPMorgan China Growth & Income PLC shows significant exposure to Chinese technology companies, with Tencent Holdings (12.2%) and Alibaba (9.5%) as its largest positions. The top ten holdings make up 50.7% of this trust’s total assets.

For UK-focused portfolios, JPMorgan Claverhouse Investment Trust’s largest positions are Shell PLC and HSBC Holdings PLC, each at 7.3%, while The Mercantile Investment Trust’s top holding is Intermediate Capital Group at 4.2%.

The JPMorgan Indian Investment Trust shows a strong banking focus with HDFC Bank (9.7%) and ICICI Bank (8.8%) as its largest holdings.

The data excludes investments in liquidity stocks across all trusts.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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