JPMorgan American Investment Trust Plc logo

JPMorgan American Investment Trust Plc(LSE) JAM

Market Cap£2.02BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (1992)+4,677%
5 Year+79%
1 Year+13%
1 Month-2%
£12.18
+0.83%
+0.10Today
JPMorgan American Investment Trust Plc last closing stock price
MetricPriceDate
Last closeGBX 1,218.002026-09-17
JPMorgan American Investment Trust Plc stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week+2.18%GBX 1,192.002026-09-10
1 month-1.62%GBX 1,238.002026-08-18
3 month-0.49%GBX 1,224.002026-06-19
Year to date+8.56%GBX 1,122.002025-12-31
1 year+13.2%GBX 1,076.002025-09-17
3 year+49.45%GBX 815.002023-09-18
5 year+79.12%GBX 680.002021-09-17
Since inception+4,677.11%GBX 0.251992-01-02

JPMorgan American Investment Trust Plc Financials at a Glance

Market Cap

£2.02BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

£482.69M

Net Income (TTM)

£457.99M

EPS (TTM)

£2.20

P/E Ratio

5.42

Dividend

£0.12

Beta (Volatility)

0.03 (Low)

Price

£12.18

Volume

211,819

Open

£12.08

Previous Close

£12.18

Daily Range

£12.08 - £12.20

52-Week Range

£10.41 - £12.56

Estimated Earnings Date

Apr 1, 2026

JAM News

No articles available.

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About JPMorgan American Investment Trust Plc

JPMorgan American Investment Trust plc operates as a closed-end equity investment vehicle, focusing on publicly traded equities in the United States. Managed by JPMorgan Funds Limited, the trust seeks to capitalize on opportunities across various industrial sectors through a disciplined stock-picking approach.

Products and Services
  • Investment in large-cap U.S. equities
  • Active management by experienced investment professionals
  • Focus on fundamental analysis for stock selection
Growth Outlook
  • Recent quarterly revenue reached £210.23 million, indicating strong performance
  • Trailing twelve months (TTM) net income stands at £201 million, showcasing profitability
  • Return on equity (ROE) of 18.71% reflects effective capital utilization
Financial Highlights
  • TTM revenue of £1.06 billion demonstrates consistent growth
  • Net profit margin of 95.43% indicates high efficiency in operations
  • Dividend yield of 0.46% provides a steady income stream for investors
JPMorgan American Investment Trust plc has a long-standing history, established in 1881, and is well-regarded for its investment strategies. The trust primarily invests in large-cap U.S. companies, leveraging a bottom-up approach to identify high-potential stocks. The recent financial performance highlights a robust revenue stream and impressive profit margins, positioning the trust favorably within the asset management industry. The focus on large-cap equities allows for a diversified portfolio, which can mitigate risks while capitalizing on growth opportunities in the U.S. market. With a strong management team and a disciplined investment philosophy, JPMorgan American Investment Trust plc continues to be a noteworthy option for investors seeking exposure to U.S. equities.
AI Generated • Sep 3, 2026

Industry

Capital Markets

Employees

0

Headquarters

London, GL EC4Y 0JP, GB

JAM Financials

Key Financial Metrics (TTM)

Gross Margin

98.57%

Operating Margin

98.27%

Net Income Margin

95.43%

Return on Equity

18.71%

Return on Capital

4.10%

Return on Assets

16.85%

Earnings Yield

18.45%

Dividend Yield

0.94%

Payout Ratio

5.13%

Stock Overview

Market Cap

£2.02BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

165.55M

Volume

211.82K

Avg. Volume

233.27K

Financials (TTM)

Gross Profit

£474.32M

Operating Income

£469.39M

EBITDA

£472.63M

Operating Cash Flow

£23.67M

Capital Expenditure

-£6.57M

Free Cash Flow

£23.67M

Cash & ST Invst.

£27.12M

Total Debt

£146.72M

JPMorgan American Investment Trust Plc Performance Analysis

JPMorgan American Investment Trust Plc annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20222022-12-31GBP 97,417,000-38.9%
20232023-12-31GBP 145,272,00049.1%
20242024-12-31GBP 167,945,00015.6%
20252025-12-31GBP 207,187,00023.4%
JPMorgan American Investment Trust Plc sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q42024-12-31-40.0%
Q22025-06-30-152.6%
Q42025-12-31295.1%
Q22026-06-3012.9%
JPMorgan American Investment Trust Plc annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20222022-12-31GBP -0.75N/A
20232023-12-31GBP 1.73N/A
20242024-12-31GBP 2.6050.1%
20252025-12-31GBP 0.46-82.2%
JPMorgan American Investment Trust Plc sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q42024-12-31-39.5%
Q22025-06-30-155.1%
Q42025-12-31294.4%
Q22026-06-3014.3%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q2 2026YOY CHG

Revenue

£210.23M

-30.5%

Gross Profit

£207.40M

-31.5%

Gross Margin

98.65%

N/A

Market Cap

£2.02BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

N/A

N/A

Employees

0

N/A

Net Income

£201.00M

-32.2%

EBITDA

£205.45M

-65.7%

Quarterly Fundamentals

Name
Q2 2026YOY CHG

Total Cash

£27.12M

+75.7%

Total Debt

£146.72M

+55.0%

Accounts Receivable

£1.38M

-67.6%

Inventory

£0.00

N/A

Long Term Debt

£146.72M

+55.0%

Short Term Debt

£0.00

-100.0%

Return on Assets

16.85%

N/A

Return on Invested Capital

17.39%

N/A

Free Cash Flow

£5.82M

-16.7%

Operating Cash Flow

£5.82M

-16.7%

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Questions About JAM

What is the current price of JPMorgan American Investment Trust Plc?

JPMorgan American Investment Trust Plc is trading at £12.18 per share.

What is the 52-week range for JPMorgan American Investment Trust Plc?

Over the past 52 weeks, JPMorgan American Investment Trust Plc has traded between £10.41 and £12.56.

How much debt does JPMorgan American Investment Trust Plc have?

As of the most recent reporting period, JPMorgan American Investment Trust Plc reported total debt of £103.87M.

How much cash does JPMorgan American Investment Trust Plc have on hand?

JPMorgan American Investment Trust Plc reported £12.58M in cash and cash equivalents in its most recent financial results.

What is JPMorgan American Investment Trust Plc’s dividend yield?

JPMorgan American Investment Trust Plc currently has a dividend yield of 0.94%.

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