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JP MORGAN MUTUAL FUND INVESTMENT TRUST

CIK: 0000803747 Equity
Report date: 2026-02-26
AUM $23.0B
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-26

About this Fund

JP MORGAN MUTUAL FUND INVESTMENT TRUST is a renowned asset management company that specializes in providing a wide range of mutual fund investment options to individual and institutional investors. With a strong focus on wealth management, the company offers a diverse portfolio of equity, debt, hybrid, and other types of funds that cater to the varied needs and risk profiles of its clients. By leveraging its expertise in investment management, JP MORGAN MUTUAL FUND INVESTMENT TRUST enables investors to achieve their long-term financial goals through systematic investment plans, or SIPs, which allow them to invest a fixed amount of money at regular intervals, thereby promoting disciplined investing and reducing the impact of market volatility. The company's investment approach is centered around a thorough understanding of the markets, backed by rigorous research and analysis, to identify opportunities that can generate consistent returns over the long term. Its team of experienced portfolio managers and investment professionals work closely with clients to understand their investment objectives, risk tolerance, and time horizon, and create customized investment portfolios that align with their unique needs and goals. Whether it's investing in domestic or international markets, JP MORGAN MUTUAL FUND INVESTMENT TRUST offers a broad spectrum of mutual fund schemes that provide investors with the flexibility to choose from a variety of investment options, including large-cap, mid-cap, and small-cap equity funds, as well as debt funds that invest in government securities, corporate bonds, and other fixed-income instruments. JP MORGAN MUTUAL FUND INVESTMENT TRUST's key strengths lie in its ability to deliver consistent investment performance, its strong research capabilities, and its commitment to transparency and accountability. The company's investment processes are designed to ensure that clients receive the best possible investment outcomes, while its robust risk management framework helps to mitigate potential risks and protect investors' interests. As a result, JP MORGAN MUTUAL FUND INVESTMENT TRUST has earned the trust of thousands of investors who value its expertise, integrity, and customer-centric approach to investment management. By providing investors with access to a wide range of mutual fund schemes, as well as expert guidance and support, the company has established itself as a leading player in the asset management industry, and continues to be a preferred choice for investors seeking to create wealth and achieve their financial goals through mutual fund investments. With its long history of investment excellence, JP MORGAN MUTUAL FUND INVESTMENT TRUST remains committed to helping its clients navigate the complexities of the financial markets, and to providing them with the investment solutions they need to succeed in today's fast-paced and ever-changing investment landscape.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

53 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ALNY Alnylam Pharmaceuticals, Inc. Since 2026-05-10 02043Q107 Equity (Common)
0.81%
 $186.39 468,735
2 GOOG Alphabet, Inc. Since 2026-05-10 02079K107 Equity (Common)
5.32%
 $1222.43 3,895,576
3 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
4.57%
 $1050.29 4,550,232
4 COR Cencora, Inc. Since 2026-05-10 03073E105 Equity (Common)
0.68%
 $157.48 466,262
5 AME AMETEK, Inc. Since 2026-05-10 031100100 Equity (Common)
0.81%
 $186.72 909,461
6 AAPL Apple, Inc. Since 2026-05-10 037833100 Equity (Common)
7.98%
 $1835.91 6,753,151
7 AZO AutoZone, Inc. Since 2026-05-10 053332102 Equity (Common)
0.71%
 $162.96 48,050
8 BWXT BWX Technologies, Inc. Since 2026-05-10 05605H100 Equity (Common)
0.51%
 $117.01 676,963
9 BX Blackstone, Inc. Since 2026-05-10 09260D107 Equity (Common)
0.56%
 $129.56 840,539
10 BKNG Booking Holdings, Inc. Since 2026-05-10 09857L108 Equity (Common)
1.30%
 $299.56 55,936
11 AVGO Broadcom, Inc. Since 2026-05-10 11135F101 Equity (Common)
5.11%
 $1176.12 3,398,201
12 CBRE CBRE Group, Inc. Since 2026-05-10 12504L109 Equity (Common)
0.63%
 $145.61 905,575
13 CVNA Carvana Co. Since 2026-05-10 146869102 Equity (Common)
0.62%
 $142.11 336,739
14 CASY Casey's General Stores, Inc. Since 2026-05-10 147528103 Equity (Common)
0.46%
 $106.04 191,849
15 NET Cloudflare, Inc. Since 2026-05-10 18915M107 Equity (Common)
0.28%
 $63.33 321,230
16 FIX Comfort Systems USA, Inc. Since 2026-05-10 199908104 Equity (Common)
0.63%
 $145.82 156,239
17 CRWD Crowdstrike Holdings, Inc. Since 2026-05-10 22788C105 Equity (Common)
0.63%
 $145.53 310,456
18 DASH DoorDash, Inc. Since 2026-05-10 25809K105 Equity (Common)
1.08%
 $247.76 1,093,984
19 META Meta Platforms, Inc. Since 2026-05-10 30303M102 Equity (Common)
4.27%
 $982.79 1,488,880
20 FIG Figma, Inc. Since 2026-05-10 316841105 Equity (Common)
0.07%
 $15.77 421,966
21 GILD Gilead Sciences, Inc. Since 2026-05-10 375558103 Equity (Common)
0.62%
 $142.99 1,165,019
22 HLT Hilton Worldwide Holdings, Inc. Since 2026-05-10 43300A203 Equity (Common)
0.34%
 $78.27 272,483
23 HWM Howmet Aerospace, Inc. Since 2026-05-10 443201108 Equity (Common)
0.66%
 $152.18 742,269
24 HUBS HubSpot, Inc. Since 2026-05-10 443573100 Equity (Common)
0.46%
 $106.21 264,665
25 ITT ITT, Inc. Since 2026-05-10 45073V108 Equity (Common)
0.87%
 $199.16 1,147,841
26 IBKR Interactive Brokers Group, Inc. Since 2026-05-10 45841N107 Equity (Common)
0.54%
 $123.50 1,920,333
27 ICE Intercontinental Exchange, Inc. Since 2026-05-10 45866F104 Equity (Common)
0.29%
 $67.08 414,156
28 INTU Intuit, Inc. Since 2026-05-10 461202103 Equity (Common)
1.45%
 $334.38 504,781
29 ISRG Intuitive Surgical, Inc. Since 2026-05-10 46120E602 Equity (Common)
0.99%
 $227.73 402,089
30 IQV IQVIA Holdings, Inc. Since 2026-05-10 46266C105 Equity (Common)
0.51%
 $117.55 521,494
31 MTD Mettler-Toledo International, Inc. Since 2026-05-10 592688105 Equity (Common)
0.31%
 $71.60 51,353
32 NTRA Natera, Inc. Since 2026-05-10 632307104 Equity (Common)
0.74%
 $171.20 747,293
33 NFLX Netflix, Inc. Since 2026-05-10 64110L106 Equity (Common)
1.64%
 $377.45 4,025,757
34 NBIX Neurocrine Biosciences, Inc. Since 2026-05-10 64125C109 Equity (Common)
0.75%
 $173.10 1,220,482
35 NUVL Nuvalent, Inc. Since 2026-05-10 670703107 Equity (Common)
0.18%
 $42.00 417,549
36 PANW Palo Alto Networks, Inc. Since 2026-05-10 697435105 Equity (Common)
0.83%
 $191.82 1,041,389
37 PWR Quanta Services, Inc. Since 2026-05-10 74762E102 Equity (Common)
1.01%
 $231.15 547,666
38 RDDT Reddit, Inc. Since 2026-05-10 75734B100 Equity (Common)
0.56%
 $127.66 555,337
39 HOOD Robinhood Markets, Inc. Since 2026-05-10 770700102 Equity (Common)
0.89%
 $204.06 1,804,259
40 NOW ServiceNow, Inc. Since 2026-05-10 81762P102 Equity (Common)
0.40%
 $91.71 598,655
41 SHOP Shopify, Inc. Since 2026-05-10 82509L107 Equity (Common)
0.62%
 $141.89 881,447
42 SNOW Snowflake, Inc. Since 2026-05-10 833445109 Equity (Common)
0.95%
 $218.47 995,967
43 TTWO Take-Two Interactive Software, Inc. Since 2026-05-10 874054109 Equity (Common)
0.93%
 $214.77 838,848
44 TER Teradyne, Inc. Since 2026-05-10 880770102 Equity (Common)
0.68%
 $156.55 808,780
45 TSLA Tesla, Inc. Since 2026-05-10 88160R101 Equity (Common)
3.97%
 $914.01 2,032,394
46 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 883556102 Equity (Common)
0.69%
 $158.42 273,396
47 TWLO Twilio, Inc. Since 2026-05-10 90138F102 Equity (Common)
0.43%
 $97.82 687,723
48 ULTA Ulta Beauty, Inc. Since 2026-05-10 90384S303 Equity (Common)
0.76%
 $175.64 290,306
49 WMT Walmart, Inc. Since 2026-05-10 931142103 Equity (Common)
0.60%
 $138.39 1,242,158
50 FLUT Flutter Entertainment plc Since 2026-05-10 N/A Equity (Common)
0.42%
 $95.73 445,171
51 FTI TechnipFMC plc Since 2026-05-10 N/A Equity (Common)
0.63%
 $145.45 3,264,162
52 TT Trane Technologies plc Since 2026-05-10 N/A Equity (Common)
0.85%
 $194.64 500,110
53 GRMN Garmin Ltd. Since 2026-05-10 N/A Equity (Common)
0.41%
 $93.71 461,964
Frequently Asked Questions — JP MORGAN MUTUAL FUND INVESTMENT TRUST
What type of mutual fund is JP MORGAN MUTUAL FUND INVESTMENT TRUST?
JP MORGAN MUTUAL FUND INVESTMENT TRUST is a SEC-registered Equity fund, with $23.0B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, JP MORGAN MUTUAL FUND INVESTMENT TRUST holds 53 portfolio positions, all detailed in the holdings table on this page.
What are JP MORGAN MUTUAL FUND INVESTMENT TRUST's assets under management (AUM)?
JP MORGAN MUTUAL FUND INVESTMENT TRUST has $23.0B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are JP MORGAN MUTUAL FUND INVESTMENT TRUST's top holdings?
According to JP MORGAN MUTUAL FUND INVESTMENT TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Alnylam Pharmaceuticals, Inc., Alphabet, Inc., Amazon.com, Inc. , among others. The complete list of all 53 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is JP MORGAN MUTUAL FUND INVESTMENT TRUST's expense ratio?
Expense ratio data for JP MORGAN MUTUAL FUND INVESTMENT TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find JP MORGAN MUTUAL FUND INVESTMENT TRUST's SEC filings?
JP MORGAN MUTUAL FUND INVESTMENT TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000803747. You can access all of JP MORGAN MUTUAL FUND INVESTMENT TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000803747). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is JP MORGAN MUTUAL FUND INVESTMENT TRUST's holdings data on StockSifting?
Holdings data for JP MORGAN MUTUAL FUND INVESTMENT TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.