JPMorgan Indian Investment Trust plc

JPMorgan Indian Investment Trust plc - Enterprise Valueverified

JPIVF

Price:

$11.24

Market Cap:

$385.03M

The JPMorgan Indian Investment Trust plc operates as a closed-end equity fund, originally launched and subsequently managed by JPMorgan Funds Limited. Its co-management responsibilities are shared with JPMorgan Asset Management (UK) Limited. The trust strategically allocates capital within India's public equity markets, seeking opportunities in companies across a variety of sectors. A key component of its investment approach is a focus on both value and growth stocks. Its portfolio performance is consistently measured against the MSCI India Index. This UK-domiciled trust was established on May 1, 1994.

Industry

Asset Management

IPO Date

2010-10-15

Stock Exchange

OTC

Ticker

JPIVF

The Enterprise Value as of July 2026 (TTM) for JPMorgan Indian Investment Trust plc (JPIVF) is 383.54M

According to JPMorgan Indian Investment Trust plc’s latest financial reports and current stock price. The company's current Enterprise Value is 383.54M. This represents a change of -33.26% compared to the average of 574.68M of the last 4 quarters.

JPMorgan Indian Investment Trust plc (JPIVF) Historical Enterprise Value (quarterly & annually)

How has JPIVF Enterprise Value performed in the past?

The mean historical Enterprise Value of JPMorgan Indian Investment Trust plc over the last ten years is 653.48M. The current 383.54M Enterprise Value has changed 5.77% with respect to the historical average. Over the past ten years (40 quarters), JPIVF's Enterprise Value was at its highest in in the March 2019 quarter at 760.34M. The Enterprise Value was at its lowest in in the March 2009 quarter at 234.03M.

Quarterly (TTM)
Annual

Average

653.48M

Median

641.50M

Minimum

502.59M

Maximum

758.91M

JPMorgan Indian Investment Trust plc (JPIVF) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of JPMorgan Indian 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 = 30.43%

Maximum Annual Enterprise Value = 758.91M

Minimum Annual Increase = -33.78%

Minimum Annual Enterprise Value = 502.59M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2025624.74M-12.97%
2024717.87M16.54%
2023615.99M5.26%
2022585.23M-5.46%
2021619.04M23.17%
2020502.59M-33.78%
2019758.91M15.29%
2018658.26M-10.09%
2017732.14M1.68%
2016720.05M30.43%

JPMorgan Indian Investment Trust plc (JPIVF) Average Enterprise Value

How has JPIVF Enterprise Value performed in the past?

The current Enterprise Value of JPMorgan Indian Investment Trust plc (JPIVF) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

652.87M

5-year avg

632.58M

10-year avg

653.48M

JPMorgan Indian Investment Trust plc (JPIVF) Enterprise Value vs. Peers

How is JPIVF’s Enterprise Value compared to its peers?

JPMorgan Indian Investment Trust plc’s Enterprise Value is less than JPMorgan European Discovery Trust plc (547.04M), less than Schroder Oriental Income Fund Limited (971.97M), less than The European Smaller Companies Trust PLC (689.61M), less than BlackRock World Mining Trust plc (1.69B), less than AVI Global Trust plc (1.02B), less than The Edinburgh Investment Trust plc (1.19B), less than Baillie Gifford US Growth Trust PLC (878.02M), less than Janus Henderson International Managed Volatility Fund - T Shares (0), less than Janus Henderson Emerging Markets Managed Volatility Fund - T Shares (0), less than Janus Henderson Global Income Managed Volatility Fund - T Shares (0),

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