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JPMorgan American Investment Trust (LSE:JAM) Equity-to-Asset : 0.95 (As of Dec. 2023)


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

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. 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 Total Assets for the quarter that ended in Dec. 2023 was £1,643.3 Mil. Therefore, JPMorgan American Investment Trust's Equity to Asset Ratio for the quarter that ended in Dec. 2023 was 0.95.

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

LSE:JAM' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.9   Med: 0.92   Max: 1
Current: 0.95

During the past 13 years, the highest Equity to Asset Ratio of JPMorgan American Investment Trust was 1.00. The lowest was 0.90. And the median was 0.92.

LSE:JAM's Equity-to-Asset is ranked better than
71.94% of 1725 companies
in the Asset Management industry
Industry Median: 0.83 vs LSE:JAM: 0.95

JPMorgan American Investment Trust Equity-to-Asset Historical Data

The historical data trend for JPMorgan American Investment Trust's Equity-to-Asset 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 Equity-to-Asset Chart

JPMorgan American Investment Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.96 0.92 0.94 0.92 0.95

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
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.94 0.92 0.92 0.93 0.95

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

For the Asset Management subindustry, JPMorgan American Investment Trust's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset Distribution in the Asset Management Industry

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

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



JPMorgan American Investment Trust Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

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

Equity to Asset (A: Dec. 2023 )=Total Stockholders Equity/Total Assets
=1563.999/1643.259
=0.95

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

Equity to Asset (Q: Dec. 2023 )=Total Stockholders Equity/Total Assets
=1563.999/1643.259
=0.95

* 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.


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

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


JPMorgan American Investment Trust Equity-to-Asset Related Terms

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JPMorgan American Investment Trust (LSE:JAM) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
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.

JPMorgan American Investment Trust (LSE:JAM) Headlines

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