JPMorgan Mid Cap Investment Trust plc

JPMorgan Mid Cap Investment Trust plcverified

JMF.L

JPMorgan Mid Cap Investment Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth and value stocks of mid cap companies that are a part of the FTSE 250 Index. It benchmarks the performance of its portfolio against the FTSE 250 Index (ex Inv Companies). The fund was formerly known as JPMorgan Fleming Mid Cap Investment Trust plc. JPMorgan Mid Cap Investment Trust plc was formed on January 1, 1972 and is domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

1973-02-28

Stock Exchange

LSE

Ticker

JMF.L

The ROE as of November 2025 (TTM) for JPMorgan Mid Cap Investment Trust plc (JMF.L) is 6.55%

According to JPMorgan Mid Cap Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 6.55%. This represents a change of -162.52% compared to the average of -10.48% of the last 4 quarters.

JPMorgan Mid Cap Investment Trust plc (JMF.L) Historical ROE (quarterly & annually)

How has JMF.L ROE performed in the past?

The mean historical ROE of JPMorgan Mid Cap Investment Trust plc over the last ten years is 3.45%. The current 6.55% ROE has changed 89.65% with respect to the historical average. Over the past ten years (40 quarters), JMF.L's ROE was at its highest in in the December 2012 quarter at 21.88%. The ROE was at its lowest in in the June 2022 quarter at -53.75%.

Quarterly (TTM)
Annual

Average

3.45%

Median

10.39%

Minimum

-45.41%

Maximum

32.86%

JPMorgan Mid Cap Investment Trust plc (JMF.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan Mid Cap 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 = 119.94%

Maximum Annual ROE = 32.86%

Minimum Annual Increase = -383.10%

Minimum Annual ROE = -45.41%

Quarterly (TTM)
Annual
YearROEChange
20236.56%-114.45%
2022-45.41%-238.21%
202132.86%-294.50%
2020-16.89%119.94%
2019-7.68%-154.04%
201814.21%-39.89%
201723.65%-383.10%
2016-8.35%-141.99%
201519.89%26.66%
201415.71%-54.95%

JPMorgan Mid Cap Investment Trust plc (JMF.L) Average ROE

How has JMF.L ROE performed in the past?

The current ROE of JPMorgan Mid Cap Investment Trust plc (JMF.L) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

-2.00%

5-year avg

-6.11%

10-year avg

3.45%

JPMorgan Mid Cap Investment Trust plc (JMF.L) ROE vs. Peers

How is JMF.L’s ROE compared to its peers?

JPMorgan Mid Cap Investment Trust plc’s ROE is less than Invesco Asia Trust plc (2.30%), greater than abrdn New Dawn Investment Trust plc (-7.11%), less than Invesco Perpetual Select Trust plc - UK Equity Share Portfolio (0.16%), less than Franklin Global Trust Ord (7.25%), less than CC Japan Income & Growth Trust plc (2.92%), greater than Harmony Energy Income Trust Plc (-24.41%), less than Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio (0.16%), less than European Assets Trust PLC (6.99%), less than The Income & Growth VCT plc (0.64%), less than Troy Income & Growth Trust Plc (5.99%),

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