JPMorgan American Investment Trust - Asset Resilience Ratio

Latest as of June 2025: 0.52%

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 current assets to equity ratio to evaluate short-term liquidity relative to the company's equity base.

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 Trend (2024–2024)

This chart shows how JPMorgan American Investment Trust's Asset Resilience Ratio has changed over time. For the complete balance sheet picture, see JAM current and non-current assets.

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. Explore JAM long-term investment intensity to see how much of total assets are deployed in long-term investments.

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
Bajaj Holdings & Investment Limited
NSE:BAJAJHLDNG
Asset Management 1.12%
Nippon Life India Asset Management Limited
NSE:NAM-INDIA
Asset Management 5.50%
KBC Ancora
BR:KBCA
Asset Management 1.63%
Sofina Société Anonyme
BR:SOF
Asset Management 4.11%
WisdomTree Inc.
NYSE:WT
Asset Management 2.29%
Sprott Inc.
TO:SII
Asset Management 1.84%
MFF Capital Investments Ltd
AU:MFF
Asset Management 93.74%
BlackRock Science and Technology Trust II
NYSE:BSTZ
Asset Management 1.69%

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
--
pp = percentage points

About JPMorgan American Investment Trust

LSE:JAM UK Asset Management
Market Cap
$25.06 Million
GBX205.99 Billion GBX
Market Cap Rank
#24459 Global
#229 in UK
Share Price
GBX1218.00
Change (1 day)
+0.83%
52-Week Range
GBX1056.00 - GBX1254.00
All Time High
GBX1254.00
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