JPMorgan American Investment Trust plc

JPMorgan American Investment Trust plcverified

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

The ROE as of September 2024 (TTM) for JPMorgan American Investment Trust plc (JAM.L) is 42.30%

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.

JPMorgan American Investment Trust plc (JAM.L) Historical ROE (quarterly & annually)

How has JAM.L ROE performed in the past?

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%.

Quarterly (TTM)
Annual

Average

12.53%

Median

17.73%

Minimum

-11.01%

Maximum

23.88%

JPMorgan American Investment Trust plc (JAM.L) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202320.35%-284.85%
2022-11.01%-150.13%
202121.96%20.32%
202018.25%-0.44%
201918.33%4.00%
20180.45%-96.09%
201711.44%-52.11%
201623.88%434.93%
20154.47%-74.05%
201417.21%-24.42%

JPMorgan American Investment Trust plc (JAM.L) Average ROE

How has JAM.L ROE performed in the past?

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 (JAM.L) ROE vs. Peers

How is JAM.L’s ROE compared to its peers?

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%),

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