JPMorgan American Investment Trust plc

JPMorgan American Investment Trust plcverified

JAM.L

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 Enterprise Value as of December 2025 (TTM) for JPMorgan American Investment Trust plc (JAM.L) is 1.99B

According to JPMorgan American Investment Trust plc’s latest financial reports and current stock price. The company's current Enterprise Value is 1.99B. This represents a change of 6.10% compared to the average of 1.87B of the last 4 quarters.

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

How has JAM.L Enterprise Value performed in the past?

The mean historical Enterprise Value of JPMorgan American Investment Trust plc over the last ten years is 1.28B. The current 1.99B Enterprise Value has changed 15.47% with respect to the historical average. Over the past ten years (40 quarters), JAM.L's Enterprise Value was at its highest in in the December 2024 quarter at 2.10B. The Enterprise Value was at its lowest in in the June 2006 quarter at 239.97M.

Quarterly (TTM)
Annual

Average

1.28B

Median

1.15B

Minimum

822.83M

Maximum

2.13B

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

Discovering the peaks and valleys of JPMorgan American Investment Trust plc Enterprise Value, 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 = 32.21%

Maximum Annual Enterprise Value = 2.13B

Minimum Annual Increase = -11.86%

Minimum Annual Enterprise Value = 822.83M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20242.13B32.21%
20231.61B16.16%
20221.39B-11.86%
20211.57B27.52%
20201.23B16.14%
20191.06B20.23%
2018884.39M-9.05%
2017972.35M-8.93%
20161.07B29.75%
2015822.83M-6.35%

JPMorgan American Investment Trust plc (JAM.L) Average Enterprise Value

How has JAM.L Enterprise Value performed in the past?

The current Enterprise Value of JPMorgan American Investment Trust plc (JAM.L) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

1.71B

5-year avg

1.59B

10-year avg

1.28B

JPMorgan American Investment Trust plc (JAM.L) Enterprise Value vs. Peers

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

JPMorgan American Investment Trust plc’s Enterprise Value is greater than Allianz Technology Trust PLC (1.88B), less than Murray International Trust PLC (2.05B), greater than JPMorgan Emerging Markets Investment Trust plc (1.29B), less than HgCapital Trust plc (2.26B), less than The Mercantile Investment Trust plc (2.01B), greater than Smithson Investment Trust PLC (1.68B), greater than JPMorgan Japanese Investment Trust plc (1.17B), greater than Personal Assets Trust plc (1.52B), less than Templeton Emerging Markets Investment Trust plc (2.24B), less than The City of London Investment Trust plc (2.74B),

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Frequently asked questions❓

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How does the current Enterprise Value for JPMorgan American Investment Trust plc (JAM.L) compare to its historical average?