Which New Zealand managed funds hold JPMorgan Chase & Co?

42 New Zealand managed funds hold JPMorgan Chase & Co as a direct holding, across 10 fund managers. Weights range from 0.050% to 2.34% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding JPMorgan 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 JPMorgan Chase & Co?

Kernel S&P Global 100 (NZD Hedged) Fund has the largest direct holding at 2.34% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold JPMorgan Chase & Co?

42 funds hold JPMorgan Chase & Co directly, across 10 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 JPMorgan 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
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	2.34%
Kernel S&P Global 100 Fund	Kernel	2.33%
NZ Funds Global Shares	NZ Funds	1.75%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	1.43%
Kernel S&P 500 (Unhedged) Fund	Kernel	1.42%
SBS Wealth World Equity Portfolio	SBS Wealth	1.42%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	1.28%
Simplicity Hedged Global Share Fund	Simplicity	1.25%
Simplicity Unhedged Global Share Fund	Simplicity	1.25%
Milford Global Equity Fund	Milford	1.17%
Booster Wealth Geared Growth Fund	Booster	1.16%
AMP International Shares Managed Fund	AMP	1.07%
Booster Socially Responsible High Growth Fund	Booster	1.03%
Kernel High Growth Fund	Kernel	0.950%
Booster Wealth High Growth Fund	Booster	0.940%
Simplicity High Growth Investment Fund	Simplicity	0.900%
Booster Socially Responsible Growth Fund	Booster	0.810%
Booster Shielded Growth Fund	Booster	0.790%
Fisher Funds Global Fund	Fisher Funds	0.770%
Simplicity Growth Investment Fund	Simplicity	0.730%
Milford Aggressive Fund	Milford	0.720%
Booster Wealth Growth Fund	Booster	0.720%
SBS Wealth Balanced Strategy	SBS Wealth	0.640%
Booster Socially Responsible Balanced Fund	Booster	0.600%
AMP Aggressive Managed Fund	AMP	0.560%
Simplicity Balanced Investment Fund	Simplicity	0.550%
Booster Wealth Balanced Fund	Booster	0.540%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.500%
Kernel Balanced Fund	Kernel	0.500%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.480%
AMP Growth Managed Fund	AMP	0.450%
Fisher Funds Growth Fund	Fisher Funds	0.390%
AMP Balanced Managed Fund	AMP	0.330%
Booster Wealth Moderate Fund	Booster	0.330%
SBS Wealth Conservative Strategy	SBS Wealth	0.310%
Harbour Balanced Growth Fund	Harbour	0.280%
Milford Balanced Fund	Milford	0.230%
Generate Focused Growth Managed Fund	GGenerate	0.220%
Milford Active Growth Fund	Milford	0.220%
Simplicity Conservative Investment Fund	Simplicity	0.170%
Fisher Funds Conservative Fund	Fisher Funds	0.090%
Milford Conservative Fund	Milford	0.050%

Funds holding JPMorgan Chase & Co usually also hold

Companies that appear alongside JPMorgan 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 3 spellings were treated as JPMorgan Chase & Co — shown so you can check the grouping rather than take it on trust.

JPMORGAN CHASE & CO
JPMorgan Chase & Co
Jpmorgan Chase & Co

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