JPMorgan American Investment Trust Asset Resilience Ratio

Latest as of June 2025: 0.52%

JPMorgan American Investment Trust asset resilience ratio. JPMorgan American Investment Trust (JAM) has an Asset Resilience Ratio of 0.52% as of June 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. See JAM days of operational coverage to measure how many days the company can operate on defensive assets alone.

Liquid Assets

GBX10.12 Million
≈ $1.23K USD Cash + Short-term Investments

Total Assets

GBX1.96 Billion
≈ $238.85K USD All company assets

Resilience Assessment

Low
Financial Resilience Level

Asset Resilience Ratio of JPMorgan American Investment Trust (2024–2024)

Asset resilience ratio of JPMorgan American Investment Trust from 2024 to 2024. This chart shows how JPMorgan American Investment Trust's Asset Resilience Ratio has changed over time. Read debt load of JPMorgan American Investment Trust for a breakdown of total debt and financial obligations.

Liquid Assets Composition Over Time

This chart breaks down JPMorgan American Investment Trust's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For the complete balance sheet picture, see JPMorgan American Investment Trust total assets.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents GBX0.00 0%
Short-term Investments GBX10.12 Million 0.52%
Total Liquid Assets GBX10.12 Million 0.52%

Asset Resilience Insights

  • Limited Liquidity: JPMorgan American Investment Trust maintains only 0.52% of assets in liquid form.
  • This low level may indicate efficient asset utilization but could pose risks during economic downturns.
  • The company has significant short-term investments, indicating active treasury management.

JPMorgan American Investment Trust Industry Peers by Asset Resilience Ratio

Compare JPMorgan American Investment Trust's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Nuveen Variable Rate Preferred & Income Fund
NYSE:NPFD
Asset Management 46.19%
Nuveen Multi-Asset Income Fund
NYSE:NMAI
Asset Management 0.09%
Angel Oak Financial Strategies Income Term Trust
NYSE:FINS
Asset Management -31.09%
Sprott Physical Gold Trust
TO:PHYS
Asset Management 99.78%
Industrivarden AB ser. C
ST:INDU-C
Asset Management 0.16%
Julius Baer Gruppe AG
SW:BAER
Asset Management 15.49%
HDFC Asset Management Company Limited
NSE:HDFCAMC
Asset Management 0.30%
Nippon Life India Asset Management Limited
NSE:NAM-INDIA
Asset Management 5.50%

JPMorgan American Investment Trust Asset Resilience Ratio by Year (2024–2024)

JPMorgan American Investment Trust asset resilience ratio by year from 2024 to 2024. The table below shows the annual Asset Resilience Ratio data for JPMorgan American Investment Trust.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2024-12-31 1.21% GBX24.93 Million
≈ $3.03K
GBX2.07 Billion
≈ $251.66K
--
pp = percentage points

About JPMorgan American Investment Trust

LSE:JAM UK Asset Management
Market Cap
$25.10 Million
GBX206.33 Billion GBX
Market Cap Rank
#24207 Global
#231 in UK
Share Price
GBX1220.00
Change (1 day)
+0.49%
52-Week Range
GBX1056.00 - GBX1258.00
All Time High
GBX1258.00
About

JPMorgan American Investment Trust plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) Limited. The fund invests in public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in stocks of large cap companies. It employs … Read more