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JPMorgan American Investment Trust LSE:JAM Stock Report

Last Price

UK£9.83

Market Cap

UK£1.8b

7D

2.1%

1Y

40.2%

Updated

27 Mar, 2024

Data

Company Financials

JPMorgan American Investment Trust plc

LSE:JAM Stock Report

Market Cap: UK£1.8b

JAM Stock Overview

JPMorgan American Investment Trust plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited.

JAM fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance4/6
Financial Health3/6
Dividends0/6

JPMorgan American Investment Trust plc Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for JPMorgan American Investment Trust
Historical stock prices
Current Share PriceUK£9.83
52 Week HighUK£9.90
52 Week LowUK£6.90
Beta0.67
1 Month Change3.91%
3 Month Change14.97%
1 Year Change40.23%
3 Year Change62.21%
5 Year Change124.94%
Change since IPO2,556.76%

Recent News & Updates

Recent updates

Shareholder Returns

JAMGB Capital MarketsGB Market
7D2.1%3.4%2.3%
1Y40.2%12.6%2.7%

Return vs Industry: JAM exceeded the UK Capital Markets industry which returned 14.8% over the past year.

Return vs Market: JAM exceeded the UK Market which returned 3.7% over the past year.

Price Volatility

Is JAM's price volatile compared to industry and market?
JAM volatility
JAM Average Weekly Movement1.8%
Capital Markets Industry Average Movement4.0%
Market Average Movement4.8%
10% most volatile stocks in GB Market11.3%
10% least volatile stocks in GB Market2.5%

Stable Share Price: JAM has not had significant price volatility in the past 3 months.

Volatility Over Time: JAM's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1881n/an/ahttps://am.jpmorgan.com/gb/en/asset-management/gim/adv/products/d/jpmorgan-american-investment-trust-plc-ordinary-shares-gb00bkzgvh64

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.

JPMorgan American Investment Trust plc Fundamentals Summary

How do JPMorgan American Investment Trust's earnings and revenue compare to its market cap?
JAM fundamental statistics
Market capUK£1.80b
Earnings (TTM)UK£184.73m
Revenue (TTM)UK£191.56m

9.7x

P/E Ratio

9.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JAM income statement (TTM)
RevenueUK£0
Cost of RevenueUK£0
Gross ProfitUK£0
Other ExpensesUK£0
EarningsUK£0

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)1.01
Gross Margin100.00%
Net Profit Margin96.44%
Debt/Equity Ratio7.3%

How did JAM perform over the long term?

See historical performance and comparison

Dividends

0.7%

Current Dividend Yield

7%

Payout Ratio
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.