JPMorgan American Investment Trust

JPMorgan American Investment Trust
JP Morgan Asset Management (UK) Ltd
Closed Ended Investment Company
North America
0.18 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.3 %
S&P 500 TR GBP
Fund Size
£ 1.03 billion
Discount Premium
To achieve capital growth from North American investments by outperformance of the benchmark of Company by investing in North American quoted companies including, when appropriate, exposure to smaller capitalisation companies.
Holding %
Microsoft Corp 6.86 % Inc 5.78 %
65M USD 2.55% FEB 2031 5.12 %
Apple Inc 4.63 %
JPM USD Liquidity LVNAV X (dist.) 4.52 %
UnitedHealth Group Inc 4.14 %
Loews Corp 4.09 %
Berkshire Hathaway Inc Class B 4.03 %
Alphabet Inc Class C 3.95 %
The Home Depot Inc 3.92 %
Region %
United States 99.98 %
Sector %
Financial Services 25.86 %
Consumer Cyclical 18.59 %
Technology 18.10 %
Healthcare 14.84 %
Communication Services 5.22 %
JP Morgan Asset Management (UK) Ltd
EC4Y 0JP, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Timothy Parton
Joined 05/02/2019

Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon
Joined 05/02/2019

Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.

Eytan Shapiro
Joined 07/01/2005

Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. He began his investment career in 1982.

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