JPMorgan American Investment Trust plc

LSE:JAM Stock Report

Market Cap: UK£1.7b

JPMorgan American Investment Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

LSE:JAM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Jun 23BuyUK£106Claire BinyonIndividual14UK£7.61

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of JAM?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders50,5210.0276%
Public Companies689,1220.376%
Private Companies854,4550.467%
General Public38,891,73321.2%
Institutions142,557,38577.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 68.51% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.2%
Quilter Cheviot Limited
29,727,471UK£282.8m-0.95%3.09%
7.74%
Brewin Dolphin Limited
14,167,314UK£134.8m-3.53%1.05%
6.93%
Rathbones Investment Management Limited
12,687,824UK£120.7m-0.33%0.39%
4.06%
Charles Stanley & Co. Ltd, Asset Management Arm
7,437,265UK£70.7m-0.99%0.73%
3.68%
Craigs Investment Partners Limited
6,733,494UK£64.1m3.27%10.22%
3.19%
Investec Wealth & Investment Limited
5,843,483UK£55.6m-2.04%0.58%
2.73%
JM Finn & Co Ltd.
5,003,078UK£47.6m3.9%1.11%
2.59%
Evelyn Partners Investment Management LLP
4,746,048UK£45.1m2.95%0.58%
2.45%
A J Bell Holdings Limited, Asset Management Arm
4,479,526UK£42.6m2.79%0.49%
2.27%
Schroder Investment Management Limited
4,151,309UK£39.5m-5.62%0.03%
2.04%
Canaccord Genuity Wealth (International) Limited
3,742,962UK£35.6m8.65%0.64%
1.71%
Quilter Investors Limited
3,127,815UK£29.8m-20.1%1.45%
1.59%
London Wealth Management Limited
2,902,358UK£27.6m9.97%1.64%
1.49%
Close Asset Management Ltd.
2,719,843UK£25.9m3.42%0.32%
1.36%
Vermeer Investment Management Limited
2,491,264UK£23.7m-0.4%4.63%
1.28%
BlackRock, Inc.
2,334,689UK£22.2m-8.74%no data
1.14%
The Vanguard Group, Inc.
2,080,308UK£19.8m3.39%no data
0.98%
Legal & General Investment Management Limited
1,788,924UK£17.0m-2%no data
0.93%
HBOS Investment Fund Managers Limited
1,696,094UK£16.1m6.65%0.15%
0.78%
Church House Investments Ltd.
1,418,986UK£13.5m-2.75%6.55%
0.75%
Brewin Dolphin Wealth Management Limited
1,371,808UK£13.0m22.7%0.62%
0.72%
Barclays Bank PLC, Wealth and Investment Management Division
1,319,922UK£12.6m3.11%0.15%
0.71%
Albert E Sharp LLP
1,297,210UK£12.3m-5.52%6.68%
0.59%
Fidelity International Ltd
1,074,544UK£10.2m10.8%0.01%
0.58%
EFG Private Bank SA, Asset Management Arm
1,067,510UK£10.2m-1.13%0.48%
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