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JPMorgan Inv. Trusts

Ten Largest Investments
RNS Number : 3197H
JPMorgan Investment Trusts
10 July 2012
 



30 June 2012


JPMorgan Investment Trust

Ten Largest Investments


in % of Total Assets




Ten Largest Investments


JPMorgan American Investment Trust*


Apple

4.8

Exxon Mobils

4.1

Microsoft

3.9

IBM

2.7

Berkshire Hathaway 'B'

2.4

Merck

2.3

Pfizer

2.3

Philip Morris International

2.0

CenturyLink

1.7

United Technologies

1.7


27.9

*Excludes Investments in Liquidity stocks


 

Ten Largest Investments


JPMorgan Asian Investment Trust


Samsung Electronics

7.1

Agricultural Bank of China 'H'

3.2

China Construction Bank 'H'

3.0

AIA

2.7

Hyundai Motor

2.5

Taiwan Semiconductor

2.4

Hong Kong Electric Holdings

2.2

Kasikornbank Non-Voting Depositary Receipt

2.1

HDFC Bank

2.1

KB Financial

2.1


29.4



Ten Largest Investments


JPMorgan Japan Smaller Companies Trust


CyberAgent

3.1

Don Quijote

2.6

Daido Metal

2.1

Seven Bank

2.1

Autobacs Seven

2.0

M3

2.0

Sysmex

2.0

Musashi Seimitsu Industries

2.0

IBJ Leasing

2.0

Mitsubishi UFJ

2.0


21.9

 

 

 


Ten Largest Investments


JPMorgan Elect Managed Growth


JPMorgan Claverhouse Inv Trust

10.9

JPMorgan UK Dynamic A

8.5

JPMorgan American Inv Trust

7.7

JPMorgan US Select Equity C

7.1

JPMorgan US Growth C

6.9

The Mercantile Inv Trust

5.2

JPMorgan Smaller Companies Inv Trust

4.2

JPMorgan Emerging Markets Inv Trust

4.0

JPMorgan Japanese Inv Trust

3.9

JPMorgan Asian Inv Trust

3.9


62.3



 

Ten Largest Investments


JPMorgan US Smaller Companies Investment Trust*


Jarden

3.3

Coventry Health Care

2.7

Silgan

2.6

ProAssurance

2.3

Waste Connections

2.0

Team

2.0

RBC Bearings

2.0

American Eagle Outfitter

1.9

Douglas Dynamics

1.8

Associated Bank-Corp

1.7


22.3

*Excludes Investments in Liquidity stocks




Ten Largest Investments


JPMorgan Chinese Investment Trust


Taiwan Semiconductor

6.0

China Mobile

5.3

JF China New Generation Fund

4.7

JF China Pioneer 'A' Share Fund

4.6

Tencent

4.1

China Construction Bank 'H'

3.8

AIA

3.7

Cheung Kong

2.8

CNOOC

2.5

Ping An Insurance 'H'

2.4


39.9


 

 

Ten Largest Investments


JPMorgan Claverhouse Investment Trust*


Royal Dutch Shell

8.3

BP

5.8

HSBC

5.2

Vodafone

5.0

GlaxoSmithKline

4.5

British American Tobacco

3.8

AstraZeneca

3.2

Rio Tinto

3.0

Prudential

2.8

Diageo

2.4


44.0

*Excludes Investments in Liquidity stocks


 

Ten Largest Investments


JPMorgan European Investment Trust - Growth*


Nestle

4.2

Roche Holdings

3.6

Novartis

3.5

Total

3.4

Sanofi-Aventis

2.9

BASF

2.7

JPM European Smaller Companies Trust

2.5

ENI

2.4

Anheuser-Busch InBev

2.4

Novo-Nordisk

2.3


29.9

 *Excludes Investments in Liquidity stocks

* Based on invested portfolio




Ten Largest Investments


JPMorgan Emerging Markets Investment Trust*


Housing Development Finance

3.3

Companhia Vale do Rio Doce ADR

2.9

Taiwan Semiconductor Manufacturing ADS

2.7

Ultrapar Participacoes

2.5

Ping An Insurance 'H'

2.4

Grupo Financiero Banorte

2.4

Companhia de Bebidas das Americas ADR

2.3

Turkiye Garanti Bankasi

2.2

Hyundai Motor

2.2

Wumart Stores

2.1


25.0

*Excludes Investments in Liquidity stocks




Ten Largest Investments


JPMorgan European Smaller Companies Trust*


Nutreco Holding

3.5

Symrise

3.1

MTU Aero Engines

3.1

GN Store Nord

3.1

Atos Origin

2.9

Eurofins Scientific

2.8

TGS Nopec Geophysical

2.3

Fuchs Petrolub

2.2

Lottomatica

2.2

Freenet

2.2


27.4

*Excludes Investments in Liquidity stocks




Ten Largest Investments


JPMorgan Indian Investment Trust


Infosys Technologies

9.9

HDFC Bank

8.8

ITC

7.2

Reliance Industries

6.8

Housing Development Finance

6.2

Tata Consultancy Services

5.0

Infrastructure Development Finance

3.4

Tata Motors

3.3

ACC

3.2

Ambuja Cements

3.0


56.8



Ten Largest Investments


JPMorgan Japanese Investment Trust


Nippon Telegraph and Telephone

4.9

Sumitomo Mitsui Financial

3.5

Rakuten

3.5

Mitsubishi UFJ Financial Group

3.2

Japan Tobacco

3.1

Honda Motor

2.8

Nissan Motor

2.7

Mitsubishi Electric

2.7

FamilyMart

2.7

Orix

2.6


31.7



Ten Largest Investments


The Mercantile Investment Trust


Jardine Lloyd Thompson

2.9

Persimmon

2.9

Bovis Homes

2.2

Cable & Wireless

2.2

Hiscox

1.8

Phoenix Group

1.7

Travis Perkins

1.7

Pennon Group

1.7

Berkeley Group 'B'

1.7

Invensys

1.6


20.4



Ten Largest Investments


JPMorgan Smaller Companies Investment Trust*


E2V Technologies

2.4

Brammer

2.4

Carclo

2.3

Anite

2.1

Hyder Consulting

2.0

Oxford Instruments

2.0

RPC

2.0

Diploma

2.0

Dialight

1.9

Nautical Petroleum

1.9


21.0

*Excludes Investments in Liquidity stocks




Ten Largest Investments


JPMorgan Russian Securities


Lukoil ADR

12.0

Sberbank of Russia (including ADR)

9.7

Mobile Telesystems (including ADR)

5.7

Magnit

5.1

Gazprom ADR

4.8

Tatneft ADS

4.8

Novatek GDR

4.2

JSC MMC Norilsk Nickel ADR

4.2

Dixy

4.2

Mostotrest

3.4


58.1



Ten Largest Investments


JPMorgan Elect Managed Income


Royal Dutch Shell

7.0

JPMorgan Global Corporate Bond Fund

6.0

Vodafone

4.6

JPMorgan Income & Growth Inv Trust (Income 2016)

4.6

GlaxoSmithKline

4.0

BP

3.9

HSBC

3.9

British American Tobacco

3.9

JPMorgan Global High Yield Bond Fund

3.9

Diageo

2.6


44.4



Ten Largest Investments


JPMorgan Elect Managed Cash


Deutsche Global Liquidity Fund

19.8

JPMorgan Sterling Liquidity Fund

19.1

Insight Sterling Liquidity Fund

18.9

SWIP Global Sterling Liquidity Fund

17.3

Institutional Cash Series Heritage Fund

15.6

Fidelity Institutional Sterling Cash Fund

9.3


100.0



Ten Largest Investments


JPMorgan Mid Cap Investment Trust*


Ashtead

3.2

William Hill

2.7

London Stock Exchange

2.4

Babcock International

2.3

Catlin

2.3

Derwent London

2.2

Senior

2.1

Hiscox

2.0

Elementis

2.0

Taylor Wimpey

1.9


23.1

*Excludes Investments in Liquidity stocks

 


Ten Largest Investments


JPMorgan Overseas Investment Trust


InterOil

3.8

Associated British Foods

2.9

Intercontinental Hotels

2.6

Sodexo

2.3

United Health Group

2.3

Union Pacific

2.2

Wells Fargo

2.1

Japan Tobacco

2.1

ACE

2.1

BG

2.0


24.4



 

Ten Largest Investments


JPMorgan European Investment Trust - Income*


Royal Dutch Shell

3.8

Nestle

3.5

HSBC

2.8

Vodafone

2.6

BP

2.3

Roche Holdings

2.2

GlaxoSmithKline

2.2

British American Tobacco

1.9

Total

1.8

Sanofi-Aventis

1.7


24.8

*Excludes Investments in Liquidity stocks

* Based on invested portfolio




Ten Largest Investments


JPMorgan Income & Growth Investment Trust


JPM Multi-Asset Income Fund

20.0

Royal Dutch Shell

5.8

JPM Strategic Bond Fund

5.2

Vodafone

3.5

BP

3.2

GlaxoSmithKline

3.2

HSBC

3.1

British American Tobacco

2.9

AstraZeneca

2.0

Rio Tinto

1.9


50.8



Ten Largest Investments


JPMorgan Income & Capital Trust*


Royal Dutch Shell

8.5

Vodafone

5.3

GlaxoSmithKline

5.0

BP

4.9

HSBC

4.8

British American Tobacco

4.7

AstraZeneca

3.0

Rio Tinto

2.6

Imperial Tobacco

2.5

BHP Billiton

2.5


43.8

*Excludes Investments in Liquidity stocks

 

Ten Largest Investments


JPMorgan Brazil Investment Trust*


Companhia de Bebidas das Americas (including ADR)

5.5

Souza Cruz

4.9

BRF Brasil Foods ADR

4.3

BR Malls Participacoes

4.1

Valid Solucoes e Servicos de Seguranca

3.7

Raia Drogasil

3.5

Gerdau Preference

3.4

Itau Unibanco Multiplo ADR Preference

3.0

Iguatemi Empresa de Shopping

2.8

Eternit

2.8


38.0

*Excludes Investments in Liquidity stocks

 


Ten Largest Investments


JPMorgan Global Emerging Markets Income Trust


Advanced Info Services

3.1

Bank of China 'H'

2.4

Arcelik

2.2

Quanta Computer

2.2

Lukoil ADR

2.2

SAFCO

2.1

Philippine Long Distance Telephone

2.0

KGHM Polska Miedz

2.0

Companhia de Concessoes Rodoviarias

2.0

Souza Cruz

2.0

 

 

22.2

 





 

 


This information is provided by RNS
The company news service from the London Stock Exchange
 
END
 
 
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