1,204.00p
+1.01%
Close of 9 Nov 2026, in pence
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About JPMorgan American Investment Trust
Its shares trade on LSE under the ticker JAM.L. It has been listed since 3 January 1986. In the fiscal year to 31 December 2024, it reported net income of £471.8m. At that date it held total assets of £2.07bn and shareholders' equity of £1.99bn.
JPMorgan American Investment Trust PLC is a GB-based company operating in industry. JPMorgan American Investment Trust plc is a United Kingdom-based closed-ended investment company. The firm's investment objective is to achieve capital growth from North American investments by outperformance of the Company’s benchmark. The company aims to outperform a benchmark, which is the S&P 500 Index, with net dividends reinvested, expressed in sterling terms. The firm invests in North American quoted companies including, when appropriate, exposure to smaller capitalization companies. The firm has the ability to use borrowing to gear the portfolio within the range of 5% net cash to 20% geared in normal market conditions. The company has separate portfolios for larger capitalization and smaller capitalization companies. The company invests in various sectors, such as information technology, communication services, consumer discretionary, real estate, financials and health care. The firm's alternative investment fund manager is JPMorgan Funds Limited (JPMF).
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 3 Jan 1986
Leadership
Pay as last reported
- Mr. Robert TalbutNon-Executive Independent Chairman of the Board£51,346
- Ms. Priyanka Vijay AnandCompany Secretary
- Ms. Claire BinyonNon-Executive Independent Director£46,732
- Ms. Nadia ManzoorSenior Non-Executive Independent Director£42,352
- Mr. Colin MooreNon-Executive Independent Director£34,764
- Ms. Pui Kei YuenNon-Executive Independent Director£39,887
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 31
- Environment
- 25
- Social
- 36
- Governance
- 31
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- JPMorgan American Investment Trust PLC has a strong track record of delivering consistent returns to its investors.
- The company benefits from JPMorgan's extensive global network and resources, allowing it to access quality investment opportunities.
- JPMorgan American Investment Trust PLC has a well-diversified portfolio, which helps mitigate risk and capture opportunities across different sectors and regions.
Weaknesses
- JPMorgan American Investment Trust PLC may be exposed to market risks, including fluctuations in interest rates and volatility in equity markets.
- The trust's performance is subject to the expertise and decision-making of its fund managers, which may vary over time and impact returns.
- A significant portion of the trust's investments may be concentrated in a specific industry or geographical region, increasing vulnerability to specific risks.
Opportunities
- The trust can capitalize on emerging market opportunities, such as the growing middle class and increasing consumer spending in developing economies.
- Expanding its product range to include sustainable and socially responsible investments can attract investors seeking ESG-focused strategies.
- JPMorgan American Investment Trust PLC can leverage technological advancements to improve efficiency in investment analysis and decision-making.
Threats
- Economic downturns or financial crises can negatively impact the trust's performance and investor sentiment.
- Increased regulatory scrutiny and changes in tax policies can affect the trust's operations and profitability.
- Competition from other investment firms and the rise of passive investment strategies may pose challenges in attracting and retaining investors.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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