JPMorgan American Investment Trust (JAM) — Net Asset Quality Index

Latest as of June 2025: 94.8%

JPMorgan American Investment Trust (JAM) has a Net Asset Quality Index of 94.8% as of June 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX1.96 Billion minus total liabilities of GBX102.83 Million yields net assets of GBX1.86 Billion. A higher index indicates a stronger, lower-leverage balance sheet. Check JAM financial resilience to evaluate the company's liquid asset resilience ratio.

Quality Index

94.8%
Equity / Total Assets

Net Assets

GBX1.86 Billion
GBX

Total Assets

GBX1.96 Billion
GBX

Total Liabilities

GBX102.83 Million
GBX

JPMorgan American Investment Trust Net Asset Quality Index Over Time (2000–2024)

This chart shows how JPMorgan American Investment Trust's Net Asset Quality Index has evolved across 25 annual periods from 2000 to 2024. As of June 2025, the index stands at 94.8%, representing net assets of GBX1.86 Billion against total assets of GBX1.96 Billion GBX. See working capital to net assets of JPMorgan American Investment Trust to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for JPMorgan American Investment Trust (2000–2024)

The table below presents the year-by-year Net Asset Quality Index for JPMorgan American Investment Trust from 2000 to 2024, covering 25 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see JAM company net worth.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2024 96.1% GBX1.99 Billion GBX2.07 Billion GBX80.55 Million ▲ +0.9 pp
2023 95.2% GBX1.56 Billion GBX1.64 Billion GBX79.26 Million ▲ +3.1 pp
2022 92.0% GBX1.30 Billion GBX1.42 Billion GBX112.85 Million ▼ -1.6 pp
2021 93.6% GBX1.50 Billion GBX1.60 Billion GBX101.67 Million ▲ +1.3 pp
2020 92.3% GBX1.21 Billion GBX1.31 Billion GBX100.60 Million ▼ -4.1 pp
2019 96.4% GBX1.06 Billion GBX1.10 Billion GBX38.98 Million ▼ -3.5 pp
2018 99.9% GBX919.18 Million GBX919.69 Million GBX515.00K ▲ +9.7 pp
2017 90.3% GBX980.43 Million GBX1.09 Billion GBX105.78 Million ▼ -0.9 pp
2016 91.2% GBX985.22 Million GBX1.08 Billion GBX95.03 Million ▲ +1.1 pp
2015 90.1% GBX816.70 Million GBX906.03 Million GBX89.33 Million ▼ -0.4 pp
2014 90.6% GBX804.15 Million GBX887.71 Million GBX83.56 Million ▲ +0.5 pp
2013 90.0% GBX642.21 Million GBX713.27 Million GBX71.06 Million ▼ -0.2 pp
2012 90.3% GBX464.73 Million GBX514.91 Million GBX50.18 Million ▲ +1.5 pp
2011 88.8% GBX400.38 Million GBX451.07 Million GBX50.69 Million ▲ +0.7 pp
2010 88.1% GBX374.02 Million GBX424.55 Million GBX50.53 Million ▲ +1.8 pp
2009 86.3% GBX321.47 Million GBX372.29 Million GBX50.83 Million ▲ +2.2 pp
2008 84.1% GBX293.68 Million GBX349.04 Million GBX55.36 Million ▼ -2.2 pp
2007 86.4% GBX321.47 Million GBX372.23 Million GBX50.76 Million ▲ +0.2 pp
2006 86.2% GBX311.99 Million GBX362.11 Million GBX50.12 Million ▲ +0.1 pp
2005 86.1% GBX309.02 Million GBX359.00 Million GBX49.98 Million ▲ +0.7 pp
2004 85.4% GBX289.65 Million GBX339.26 Million GBX49.61 Million ▼ -1.0 pp
2003 86.3% GBX313.08 Million GBX362.66 Million GBX49.58 Million ▲ +7.5 pp
2002 78.9% GBX295.09 Million GBX374.16 Million GBX79.07 Million ▼ -6.7 pp
2001 85.6% GBX479.78 Million GBX560.79 Million GBX81.01 Million ▼ -1.0 pp
2000 86.6% GBX528.47 Million GBX610.49 Million GBX82.02 Million
pp = percentage points