JPMorgan American Investment Trust
|Microsoft Corp||7.15 %|
|Alphabet Inc Class C||4.65 %|
|Loews Corp||4.29 %|
|Capital One Financial Corp||4.04 %|
|Apple Inc||3.89 %|
|Bank of America Corp||3.45 %|
|Delta Air Lines Inc||3.34 %|
|Mastercard Inc A||3.33 %|
|Xcel Energy Inc||3.20 %|
|UnitedHealth Group Inc||2.98 %|
|United States||99.98 %|
|Financial Services||25.66 %|
|Consumer Cyclical||14.96 %|
|Communication Services||9.66 %|
|Real Estate||5.64 %|
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 K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, Jonathan manages the JPMorgan Mid Cap Value Fund, the JPMorgan Value Advantage Fund, and the JPMF U.S. Value Fund. In addition, he is a co-portfolio manager of the JPMorgan Growth and Income Fund and the JPMorgan Equity Income Fund. Jonathan 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 o
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.
Data provided by Morningstar.
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