JAM.L
Price:
$978
Market Cap:
$1.77B
JPMorgan American Investment Trust plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) Limited. The fund invests in public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in stocks of large cap companies. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Net Index. It was formerly known as JP Morgan Fleming American Investment Trust. JPMorgan American Investment Trust plc was formed on December...[Read more]
Industry
Asset Management
IPO Date
2014-05-08
Stock Exchange
LSE
Ticker
JAM.L
According to JPMorgan American Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 42.30%. This represents a change of 307.52% compared to the average of 10.38% of the last 4 quarters.
The mean historical ROE of JPMorgan American Investment Trust plc over the last ten years is 12.53%. The current 42.30% ROE has changed 237.52% with respect to the historical average. Over the past ten years (40 quarters), JAM.L's ROE was at its highest in in the December 2019 quarter at 19.81%. The ROE was at its lowest in in the March 2022 quarter at -5.16%.
Average
12.53%
Median
17.73%
Minimum
-11.01%
Maximum
23.88%
Discovering the peaks and valleys of JPMorgan American Investment Trust plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 4.00%
Maximum Annual ROE = 23.88%
Minimum Annual Increase = -284.85%
Minimum Annual ROE = -11.01%
Year | ROE | Change |
---|---|---|
2023 | 20.35% | -284.85% |
2022 | -11.01% | -150.13% |
2021 | 21.96% | 20.32% |
2020 | 18.25% | -0.44% |
2019 | 18.33% | 4.00% |
2018 | 0.45% | -96.09% |
2017 | 11.44% | -52.11% |
2016 | 23.88% | 434.93% |
2015 | 4.47% | -74.05% |
2014 | 17.21% | -24.42% |
The current ROE of JPMorgan American Investment Trust plc (JAM.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
10.43%
5-year avg
13.58%
10-year avg
12.53%
JPMorgan American Investment Trust plc’s ROE is less than JPMorgan Emerging Markets Investment Trust plc (2.54%), less than Fidelity European Trust PLC (18.98%), less than The Mercantile Investment Trust plc (47.18%), less than JPMorgan Japanese Investment Trust plc (24.60%), less than The Monks Investment Trust PLC (25.96%),
Company | ROE | Market cap |
---|---|---|
2.54% | $1.17B | |
18.98% | $1.56B | |
47.18% | $1.91B | |
24.60% | $789.32M | |
25.96% | $2.43B |
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How does the current ROE for JPMorgan American Investment Trust plc (JAM.L) compare to its historical average?