JPMorgan investment trusts reveal top holdings as of July 31

Published 12/08/2025, 16:22
© Reuters.

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

The data reveals that technology companies dominate the largest holdings in several of the trusts. JPMorgan American Investment Trust’s portfolio shows Microsoft (NASDAQ:MSFT) as its largest position at 7.8% of total assets, followed by Nvidia (NASDAQ:NVDA) at 7.1% and Amazon (NASDAQ:AMZN) at 5.4%.

In the JPMorgan Asia Growth & Income PLC, Taiwan Semiconductor Manufacturing leads with a 15.1% allocation, while Tencent (HK:0700) Holdings (OTC:TCEHY) represents 7.7% of assets.

JPMorgan China Growth & Income PLC maintains significant exposure to Chinese technology firms, with Tencent Holdings at 12.6% and Alibaba (NYSE:BABA) at 10.1% of total assets.

For UK-focused JPMorgan Claverhouse Investment Trust, energy and financial stocks take prominence with Shell PLC (LON:SHEL) (7.3%) and HSBC Holdings (NYSE:HSBC) (7.1%) as the top two positions.

The JPMorgan Global Growth & Income PLC portfolio mirrors similar technology preferences as the American Trust, with Microsoft (8.0%), Nvidia (5.7%), and Amazon (5.5%) as its largest holdings.

Concentration levels vary across the trusts, with JPMorgan China Growth & Income showing the highest concentration in its top ten holdings at 54.6% of total assets, while JPMorgan US Smaller Companies Investment Trust has the lowest concentration at 16.7%.

The data excludes investments in liquidity stocks across all portfolios, according to the disclosure.

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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