JPMorgan American Investment Trust (JAM) — Net Asset Momentum
JPMorgan American Investment Trust (JAM) recorded a net asset momentum of 27.1% as of December 2024, with net assets of GBX1.99 Billion GBX. Net Asset Momentum measures the year-over-year percentage change in net assets (total assets minus total liabilities), indicating how rapidly the company is building or eroding its equity base. See JPMorgan American Investment Trust defensive interval ratio to measure how many days the company can operate on defensive assets alone.
YoY Momentum
Current Net Assets
Years of Data
Country
JPMorgan American Investment Trust Net Asset Momentum (2000–2024)
This chart tracks JPMorgan American Investment Trust's year-over-year net asset growth across 25 annual reporting periods from 2000 to 2024. The most recent momentum reading is +27.1%, with net assets of GBX1.99 Billion GBX as of December 2024. Read JAM total debt and obligations for a breakdown of total debt and financial obligations.
Annual Net Asset History for JPMorgan American Investment Trust (2000–2024)
The table below shows the complete annual net asset history for JPMorgan American Investment Trust from 2000 to 2024, covering 25 yearly periods. Each row includes total assets, total liabilities, net assets, and the year-over-year momentum figure for that period. For live market cap and broader valuation context, see JPMorgan American Investment Trust stock valuation.
| Year | Net Assets (GBX) | Total Assets | Total Liabilities | YoY Momentum |
|---|---|---|---|---|
| 2024 | GBX1.99 Billion | GBX2.07 Billion | GBX80.55 Million | ▲ +27.1% |
| 2023 | GBX1.56 Billion | GBX1.64 Billion | GBX79.26 Million | ▲ +19.9% |
| 2022 | GBX1.30 Billion | GBX1.42 Billion | GBX112.85 Million | ▼ -12.8% |
| 2021 | GBX1.50 Billion | GBX1.60 Billion | GBX101.67 Million | ▲ +23.5% |
| 2020 | GBX1.21 Billion | GBX1.31 Billion | GBX100.60 Million | ▲ +14.6% |
| 2019 | GBX1.06 Billion | GBX1.10 Billion | GBX38.98 Million | ▲ +15.0% |
| 2018 | GBX919.18 Million | GBX919.69 Million | GBX515.00K | ▼ -6.2% |
| 2017 | GBX980.43 Million | GBX1.09 Billion | GBX105.78 Million | ▼ -0.5% |
| 2016 | GBX985.22 Million | GBX1.08 Billion | GBX95.03 Million | ▲ +20.6% |
| 2015 | GBX816.70 Million | GBX906.03 Million | GBX89.33 Million | ▲ +1.6% |
| 2014 | GBX804.15 Million | GBX887.71 Million | GBX83.56 Million | ▲ +25.2% |
| 2013 | GBX642.21 Million | GBX713.27 Million | GBX71.06 Million | ▲ +38.2% |
| 2012 | GBX464.73 Million | GBX514.91 Million | GBX50.18 Million | ▲ +16.1% |
| 2011 | GBX400.38 Million | GBX451.07 Million | GBX50.69 Million | ▲ +7.0% |
| 2010 | GBX374.02 Million | GBX424.55 Million | GBX50.53 Million | ▲ +16.3% |
| 2009 | GBX321.47 Million | GBX372.29 Million | GBX50.83 Million | ▲ +9.5% |
| 2008 | GBX293.68 Million | GBX349.04 Million | GBX55.36 Million | ▼ -8.6% |
| 2007 | GBX321.47 Million | GBX372.23 Million | GBX50.76 Million | ▲ +3.0% |
| 2006 | GBX311.99 Million | GBX362.11 Million | GBX50.12 Million | ▲ +1.0% |
| 2005 | GBX309.02 Million | GBX359.00 Million | GBX49.98 Million | ▲ +6.7% |
| 2004 | GBX289.65 Million | GBX339.26 Million | GBX49.61 Million | ▼ -7.5% |
| 2003 | GBX313.08 Million | GBX362.66 Million | GBX49.58 Million | ▲ +6.1% |
| 2002 | GBX295.09 Million | GBX374.16 Million | GBX79.07 Million | ▼ -38.5% |
| 2001 | GBX479.78 Million | GBX560.79 Million | GBX81.01 Million | ▼ -9.2% |
| 2000 | GBX528.47 Million | GBX610.49 Million | GBX82.02 Million | — |