JCHL Stock Overview
A closed ended equity mutual fund launched and managed by JPMorgan Funds Limited.
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
JPMorgan Claverhouse Investment Trust plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£7.40 |
| 52 Week High | UK£7.48 |
| 52 Week Low | UK£6.32 |
| Beta | 0.83 |
| 1 Month Change | 7.87% |
| 3 Month Change | 11.45% |
| 1 Year Change | 9.14% |
| 3 Year Change | 2.07% |
| 5 Year Change | 6.63% |
| Change since IPO | 78.74% |
Recent News & Updates
Recent updates
Shareholder Returns
| JCHL | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 0.5% | 1.7% | 0.5% |
| 1Y | 9.1% | 10.0% | 6.3% |
Return vs Industry: JCHL matched the UK Capital Markets industry which returned 10% over the past year.
Return vs Market: JCHL exceeded the UK Market which returned 6.3% over the past year.
Price Volatility
| JCHL volatility | |
|---|---|
| JCHL Average Weekly Movement | 1.9% |
| Capital Markets Industry Average Movement | 4.2% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 11.1% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: JCHL has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine JCHL's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1963 | n/a | n/a | am.jpmorgan.co.uk/investment-trusts/trusts/claverhouse-jpm-it.aspx?isin=GB0003422184 |
JPMorgan Claverhouse Investment Trust plc is a closed 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 the public equity markets of the United Kingdom.
JPMorgan Claverhouse Investment Trust plc Fundamentals Summary
| JCHL fundamental statistics | |
|---|---|
| Market cap | UK£422.21m |
| Earnings (TTM) | UK£28.22m |
| Revenue (TTM) | UK£33.24m |
15.0x
P/E Ratio12.7x
P/S RatioIs JCHL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| JCHL income statement (TTM) | |
|---|---|
| Revenue | UK£33.24m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£33.24m |
| Other Expenses | UK£5.02m |
| Earnings | UK£28.22m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.49 |
| Gross Margin | 100.00% |
| Net Profit Margin | 84.90% |
| Debt/Equity Ratio | 9.8% |
How did JCHL perform over the long term?
See historical performance and comparison