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.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2024–2024)
This chart shows how JPMorgan American Investment Trust's Asset Resilience Ratio has changed over time. Check JPMorgan American Investment Trust strategic asset allocation index to assess the company's strategic physical and investment asset allocation.
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 market capitalisation and broader financial context, see JAM company net worth.
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 |
|---|---|---|
|
Gryphon Capital Income Trust
AU:GCI |
Asset Management | 1.82% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Franklin Resources Inc
NYSE:BEN |
Asset Management | 10.71% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Janus Henderson Group PLC
F:HDJA |
Asset Management | 18.51% |
|
Maase Inc.
NASDAQ:MAAS |
Asset Management | 13.56% |
|
KBC Ancora
BR:KBCA |
Asset Management | 1.63% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
Annual Asset Resilience Ratio for JPMorgan American Investment Trust (2024–2024)
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 |
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About JPMorgan American Investment Trust
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