Which New Zealand managed funds hold JP MORGAN CHASE & CO?

22 New Zealand managed funds hold JP MORGAN CHASE & CO as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.900% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding JP MORGAN CHASE & CO indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in JP MORGAN CHASE & CO?

Mercer All Country Global Shares Index Fund has the largest direct holding at 0.900% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold JP MORGAN CHASE & CO?

22 funds hold JP MORGAN CHASE & CO directly, across 4 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold JP MORGAN CHASE & CO indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Mercer All Country Global Shares Index Fund	Mercer	0.900%
Mercer Core Hedged Global Shares Fund	Mercer	0.840%
Mercer Responsible Global Shares Fund	Mercer	0.840%
Mercer Core Global Shares Fund	Mercer	0.820%
Mercer Global Shares Fund	Mercer	0.790%
ACI Growth Fund	AACI	0.570%
Mercer Responsible Balanced Fund	Mercer	0.360%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.320%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.230%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.190%
ACI Conservative Fund	AACI	0.170%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.160%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.120%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.090%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.050%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding JP MORGAN CHASE & CO usually also hold

Companies that appear alongside JP MORGAN CHASE & CO in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as JP MORGAN CHASE & CO — shown so you can check the grouping rather than take it on trust.

JP MORGAN CHASE & CO
Jp Morgan Chase & Co

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