JPMorgan American Investment Trust (JAM) — Long-term Investment Intensity
JPMorgan American Investment Trust (JAM) has a Long-term Investment Intensity of 99.9% as of June 2025. Long-term investments of GBX1.96 Billion represent 99.9% of total assets of GBX1.96 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See JAM book value for net asset value and shareholders' equity analysis.
LT Investment Intensity
Long-term Investments
Total Assets
Country
JPMorgan American Investment Trust Long-term Investment Intensity (2014–2024)
This chart shows how JPMorgan American Investment Trust's Long-term Investment Intensity has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the intensity stands at 99.9%, reflecting long-term investments of GBX1.96 Billion against total assets of GBX1.96 Billion GBX. Also explore total assets of JPMorgan American Investment Trust for the complete picture of this company's asset base.
Annual Long-term Investment Intensity for JPMorgan American Investment Trust (2014–2024)
The table below presents the year-by-year Long-term Investment Intensity for JPMorgan American Investment Trust from 2014 to 2024, covering 11 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see JAM market cap.
| Year | LT Investment Intensity | LT Investments (GBX) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2024 | 100.0% | GBX2.07 Billion | GBX2.07 Billion | ▲ +2.1 pp |
| 2023 | 97.9% | GBX1.61 Billion | GBX1.64 Billion | ▲ +0.4 pp |
| 2022 | 97.5% | GBX1.38 Billion | GBX1.42 Billion | ▼ -0.7 pp |
| 2021 | 98.2% | GBX1.57 Billion | GBX1.60 Billion | ▲ +1.5 pp |
| 2020 | 96.7% | GBX1.27 Billion | GBX1.31 Billion | ▼ -2.5 pp |
| 2019 | 99.2% | GBX1.09 Billion | GBX1.10 Billion | ▲ +0.2 pp |
| 2018 | 99.0% | GBX910.44 Million | GBX919.69 Million | ▲ +0.3 pp |
| 2017 | 98.7% | GBX1.07 Billion | GBX1.09 Billion | ▼ -0.3 pp |
| 2016 | 99.0% | GBX1.07 Billion | GBX1.08 Billion | ▲ +1.3 pp |
| 2015 | 97.7% | GBX885.38 Million | GBX906.03 Million | ▼ -2.2 pp |
| 2014 | 99.9% | GBX886.93 Million | GBX887.71 Million | — |