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
According to JPMorgan American Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 4.14%. This represents a change of -40.67% compared to the average of 6.97% of the last 4 quarters.
The mean historical ROE of JPMorgan American Investment Trust plc over the last ten years is 13.19%. The current 4.14% ROE has changed -68.62% with respect to the historical average. Over the past ten years (40 quarters), JAM.L's ROE was at its highest in in the December 2019 quarter at 19.81%. The ROE was at its lowest in in the June 2022 quarter at -10.32%.
Average
13.19%
Median
18.29%
Minimum
-11.01%
Maximum
23.88%
Discovering the peaks and valleys of JPMorgan American Investment Trust plc ROE, 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 = 4.00%
Maximum Annual ROE = 23.88%
Minimum Annual Increase = -284.85%
Minimum Annual ROE = -11.01%
| Year | ROE | Change |
|---|---|---|
| 2024 | 23.74% | 16.62% |
| 2023 | 20.35% | -284.85% |
| 2022 | -11.01% | -150.13% |
| 2021 | 21.96% | 20.32% |
| 2020 | 18.25% | -0.44% |
| 2019 | 18.33% | 4.00% |
| 2018 | 0.45% | -96.09% |
| 2017 | 11.44% | -52.11% |
| 2016 | 23.88% | 434.93% |
| 2015 | 4.47% | -74.05% |
The current ROE of JPMorgan American Investment Trust plc (JAM.L) 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
11.03%
5-year avg
14.66%
10-year avg
13.19%
JPMorgan American Investment Trust plc’s ROE is less than Allianz Technology Trust PLC (8.06%), less than Murray International Trust PLC (7.94%), less than JPMorgan Emerging Markets Investment Trust plc (3.80%), less than HgCapital Trust plc (3.15%), less than The Mercantile Investment Trust plc (0.89%), less than Smithson Investment Trust PLC (4.13%), less than JPMorgan Japanese Investment Trust plc (5.32%), less than Personal Assets Trust plc (7.09%), less than Templeton Emerging Markets Investment Trust plc (7.60%), less than The City of London Investment Trust plc (15.43%),
| Company | ROE | Market cap |
|---|---|---|
| 8.06% | N/A | |
| 7.94% | N/A | |
| 3.80% | N/A | |
| 3.15% | N/A | |
| 0.89% | N/A | |
| 4.13% | N/A | |
| 5.32% | N/A | |
| 7.09% | N/A | |
| 7.60% | N/A | |
| 15.43% | N/A |
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