JPMorgan American Investment Trust Long-term Investment Intensity
JPMorgan American Investment Trust 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. Read JPMorgan American Investment Trust total liabilities for a breakdown of total debt and financial obligations.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Long-term Investment Intensity of JPMorgan American Investment Trust (2014–2024)
Long-term investment intensity of JPMorgan American Investment Trust from 2014 to 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.
JPMorgan American Investment Trust Long-term Investment Intensity by Year (2014–2024)
JPMorgan American Investment Trust long-term investment intensity by year from 2014 to 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 the complete balance sheet picture, see JPMorgan American Investment Trust total assets.
| 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 | — |