JPMorgan American Investment Trust (LSE:JAM) Debt-to-Equity : 0.05 (As of Dec. 2023)

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What is JPMorgan American Investment Trust Debt-to-Equity?

JPMorgan American Investment Trust's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2023 was £0.0 Mil. JPMorgan American Investment Trust's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2023 was £78.1 Mil. JPMorgan American Investment Trust's Total Stockholders Equity for the quarter that ended in Dec. 2023 was £1,564.0 Mil. JPMorgan American Investment Trust's debt to equity for the quarter that ended in Dec. 2023 was 0.05.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for JPMorgan American Investment Trust's Debt-to-Equity or its related term are showing as below:

LSE:JAM' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.04 Med: 0.09 Max: 0.11
Current: 0.05

During the past 13 years, the highest Debt-to-Equity Ratio of JPMorgan American Investment Trust was 0.11. The lowest was 0.04. And the median was 0.09.

LSE:JAM's Debt-to-Equity is ranked better than
83.65% of 1015 companies
in the Asset Management industry
Industry Median: 0.19 vs LSE:JAM: 0.05

JPMorgan American Investment Trust Debt-to-Equity Historical Data

The historical data trend for JPMorgan American Investment Trust's Debt-to-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

JPMorgan American Investment Trust Debt-to-Equity Chart

JPMorgan American Investment Trust Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Debt-to-Equity

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0.04

0.08

0.07

0.09

0.05

JPMorgan American Investment Trust Semi-Annual Data
	Jun14	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23
Debt-to-Equity	Get a 7-Day Free Trial															0.07	-	0.09	-	0.05

Competitive Comparison of JPMorgan American Investment Trust's Debt-to-Equity

For the Asset Management subindustry, JPMorgan American Investment Trust's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

JPMorgan American Investment Trust's Debt-to-Equity Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan American Investment Trust's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where JPMorgan American Investment Trust's Debt-to-Equity falls into.

JPMorgan American Investment Trust Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

JPMorgan American Investment Trust's Debt to Equity Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	78.139)	/	1563.999
	=	0.05

JPMorgan American Investment Trust's Debt to Equity Ratio for the quarter that ended in Dec. 2023 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	78.139)	/	1563.999
	=	0.05

JPMorgan American Investment Trust (LSE:JAM) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.

Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.

JPMorgan American Investment Trust Debt-to-Equity Related Terms

Thank you for viewing the detailed overview of JPMorgan American Investment Trust's Debt-to-Equity provided by GuruFocus.com. Please click on the following links to see related term pages.

JPMorgan American Investment Trust (LSE:JAM) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » JPMorgan American Investment Trust PLC (LSE:JAM) » Definitions » Debt-to-Equity

Comparable Companies

Traded in Other Exchanges

JAMl:UK

Address

60 Victoria Embankment, London, GBR, EC4Y 0JP

Website

http://www.jpmamerican.co.uk

JPMorgan American Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with capital growth from North American investments. The company seeks to achieve determined objectives and to manage risk by investing in the diversified portfolio of quoted companies, including smaller capitalization stocks and pooled funds. It may use various appropriate investment policies such as short and long-term gearing, hedging the currency risk in respect of sterling debenture to increase potential returns to shareholders. The company reviews its performance against its benchmark S&P 500 Index, expressed in sterling total return terms.

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