JPMorgan American Investment Trust Past Earnings Performance
Past criteria checks 3/6
JPMorgan American Investment Trust has been growing earnings at an average annual rate of 4.8%, while the Capital Markets industry saw earnings growing at 15.3% annually. Revenues have been growing at an average rate of 5.1% per year. JPMorgan American Investment Trust's return on equity is 20.4%, and it has net margins of 98.2%.
Key information
4.8%
Earnings growth rate
7.5%
EPS growth rate
| Capital Markets Industry Growth | 16.3% |
| Revenue growth rate | 5.1% |
| Return on equity | 20.4% |
| Net Margin | 98.2% |
| Last Earnings Update | 31 Dec 2023 |
Recent past performance updates
Recent updates
Revenue & Expenses BreakdownBeta
How JPMorgan American Investment Trust makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Dec 23 | 324 | 318 | 5 | 0 |
| 30 Sep 23 | 258 | 252 | 5 | 0 |
| 30 Jun 23 | 192 | 185 | 5 | 0 |
| 31 Mar 23 | 34 | 21 | 5 | 0 |
| 31 Dec 22 | -124 | -144 | 5 | 0 |
| 30 Sep 22 | -46 | -67 | 5 | 0 |
| 30 Jun 22 | 31 | 10 | 5 | 0 |
| 31 Mar 22 | 185 | 169 | 5 | 0 |
| 31 Dec 21 | 339 | 329 | 5 | 0 |
| 30 Sep 21 | 357 | 351 | 5 | 0 |
| 30 Jun 21 | 375 | 373 | 4 | 0 |
| 31 Mar 21 | 302 | 297 | 4 | 0 |
| 31 Dec 20 | 229 | 221 | 3 | 0 |
| 30 Sep 20 | 162 | 153 | 3 | 0 |
| 30 Jun 20 | 95 | 84 | 2 | 0 |
| 31 Mar 20 | 147 | 139 | 2 | 0 |
| 31 Dec 19 | 198 | 194 | 2 | 0 |
| 30 Sep 19 | 156 | 150 | 3 | 0 |
| 30 Jun 19 | 115 | 107 | 3 | 0 |
| 31 Mar 19 | 66 | 55 | 4 | 0 |
| 31 Dec 18 | 17 | 4 | 4 | 0 |
| 30 Sep 18 | 62 | 50 | 4 | 0 |
| 30 Jun 18 | 107 | 96 | 4 | 0 |
| 31 Mar 18 | 112 | 104 | 5 | 0 |
| 31 Dec 17 | 117 | 112 | 5 | 0 |
| 30 Sep 17 | 170 | 160 | 6 | 0 |
| 30 Jun 17 | 222 | 207 | 6 | 0 |
| 31 Mar 17 | 241 | 221 | 6 | 0 |
| 31 Dec 16 | 260 | 235 | 5 | 0 |
| 30 Sep 16 | 197 | 174 | 5 | 0 |
| 30 Jun 16 | 135 | 112 | 4 | 0 |
| 31 Mar 16 | 93 | 74 | 4 | 0 |
| 31 Dec 15 | 51 | 36 | 5 | 0 |
| 30 Sep 15 | 92 | 76 | 5 | 0 |
| 30 Jun 15 | 133 | 115 | 5 | 0 |
| 31 Mar 15 | 144 | 127 | 5 | 0 |
| 31 Dec 14 | 154 | 138 | 5 | 0 |
| 30 Sep 14 | 117 | 107 | 5 | 0 |
| 30 Jun 14 | 80 | 77 | 5 | 0 |
| 31 Mar 14 | 116 | 111 | 4 | 0 |
| 31 Dec 13 | 152 | 146 | 4 | 0 |
| 30 Sep 13 | 131 | 123 | 4 | 0 |
| 30 Jun 13 | 109 | 100 | 3 | 0 |
Quality Earnings: JAM has a high level of non-cash earnings.
Growing Profit Margin: JAM became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: JAM's earnings have grown by 4.8% per year over the past 5 years.
Accelerating Growth: JAM has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: JAM has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (-9.1%).
Return on Equity
High ROE: JAM's Return on Equity (20.4%) is considered high.