What smart money is saying about Johnson Matthey PLC
JMAT.L
No fund has written a full thesis on Johnson Matthey PLC in our archive, but 5 fund letters report a position in it — most recently Guinness Sustainable Energy Fund in August 2026.
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5
Reported positions
1
Bought
0
Sold
8
Letters
Position history
Between Q3 2025 and Q3 2026, 5 fund letters reported a position in Johnson Matthey PLC — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 3 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 5 positions · 1 move
- August 2026
“Within the Fund, the strongest performers were China Longyuan Power Group Corp Ltd, Itron, Johnson Matthey PLC, Xinyi Solar and Atlas Copco,”
Johnson Matthey PLC - December 2025
“Fund Engagement Engagement outcomes Johnson Matthey plc – Net Zero Purpose: Johnson Matthey plc, a UK-based chemicals company, was engaged to clarify its net zero roadmap and understand how recent strategic decisions impact sustainability targets.”
Johnson Matthey PLC - December 2025
“Johnson Matthey provided insights into its net zero roadmap, approved by the Science Based Targets initiative (SBTi) and explained the implications of its £1.8 billion sale of Catalyst Technologies to Honeywell.”
Johnson Matthey PLC - December 2025
“Johnson Matthey provided insights into its net zero roadmap, approved by the Science Based Targets initiative (SBTi) and explained the implications of its £1.8 billion sale of Catalyst Technologies to Honeywell.”
Johnson Matthey PLC - AddedJupiter AMSeptember 2025
“Whilst the Fund clawed back some of that lost performance through the rest of the quarter with notable contributions from the Fund’s now largest position, Johnson Matthey (+50bps),”
Johnson Matthey PLC
Also mentioned · 3
These funds discuss Johnson Matthey PLC — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedRoyal London UK Equity Income FundDecember 2025
Named in a table in Royal London UK Equity Income Fund’s letter.
Johnson Matthey PLC - MentionedRoyal London UK Income with GrowthDecember 2025
“Johnson Matthey plc – Net Zero Purpose: Johnson Matthey plc, a UK-based chemicals company, was engaged to clarify its net zero roadmap and understand how recent strategic decisions impact sustainability targets.”
Johnson Matthey PLC - MentionedRoyal London UK Growth TrustDecember 2025
“Fund Engagement Engagement outcomes Johnson Matthey plc – Net Zero Purpose: Johnson Matthey plc, a UK-based chemicals company, was engaged to clarify its net zero roadmap and understand how recent strategic decisions impact sustainability targets.”
Johnson Matthey PLC
Read the letters behind these Johnson Matthey PLC positions
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