19 October 2026

strategyland.uk

JPMorgan American Investment Trust PLC (JAM)

Rank #17 of 280 - Financials - UK Equities

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JPMorgan American Investment Trust PLC

JAM.L·Financials·Market Cap £2.0b

Rank #17 of 280

Quantitative Model · 280 Stocks Analysed

£12.50

+11.41% YTD

52W: £10.41 - £12.58

Factor Analysis Summary

Editorial assessment generated from JPMorgan American Investment Trust PLC's live factor scores and sector positioning.

Based on Strategyland's proprietary 7-factor analysis, JPMorgan American Investment Trust PLC (JAM.L) currently holds an overall rank of #17 out of 280 FTSE 100 constituents, reflecting its weighted composite score across liquidity, valuation, profitability, solvency, asset efficiency, market trading, and technical dimensions.

Key strengths include market trading, where it demonstrates strong market trading characteristics with favourable volume trends and institutional participation; profitability (ROE 4.1%, net margin 96.2%), where it demonstrates strong profitability metrics, ranking in the top quartile for earnings quality and return on capital; and solvency (debt/equity 0.1), where it demonstrates a robust solvency position with conservative leverage and strong balance sheet coverage.

Areas requiring attention include liquidity, where liquidity is middling and may not suit investors requiring large block execution, as well as asset efficiency, where asset efficiency is average and does not contribute meaningfully to the composite score.

Within the Financials sector, JPMorgan American Investment Trust PLC sits at composite rank #17, trailing the Financials peer average (rank 8). It ranks behind all 6 tracked Financials peers in our model.

With a composite rank in the top decile (better than 94% of the universe) and 4 factors in the top quartile, JPMorgan American Investment Trust PLC presents a broadly attractive multi-factor profile, led by market trading and tempered only by liquidity.

Strongest Factors

Market Trading — Rank 23/280 (top quartile)
Profitability — Rank 36/280 (top quartile)
Solvency — Rank 44/280 (top quartile)

Weakest Factors

Liquidity — Rank 168/280 (middle of the pack)
Asset Efficiency — Rank 148/280 (middle of the pack)

Score Analysis

JPMorgan American Investment Trust PLC is ranked #17 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

81/280

Average Score

Liquidity

Fair168/280

Valuation

Good97/280

Profitability

Excellent36/280

Solvency

Excellent44/280

Asset Efficiency

Fair148/280

Mkt Trading

Excellent23/280

Technical

Excellent53/280

1. Liquidity

Score: 168/280

How liquid is JAM and can it meet its short-term obligations?

0/6

liquidity criteria met

Metric

Sector Range

Value

Rank

–

Quick Ratio

N/A

Range: N/A

–

Current Ratio

N/A

5.63xRank 27/280

Range: N/ARank 27/280

–

TTM Operating Cash Flow

N/A

0.62xRank 86/280

Range: N/ARank 86/280

–

Liquidity Coverage Ratio

100-150

N/A

Range: 100-150

–

Intangible Asset Ratio

10 - 30

N/ARank 193/280

Range: 10 - 30Rank 193/280

–

Cash-to-Debt Ratio

N/A

0.12xRank 189/280

Range: N/ARank 189/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

5.63x

Sector: N/A

Overall Liquidity Rank

Rank within universe#168/280

Best (1)Worst (280)

2. Valuation

Score: 97/280

Is JAM undervalued compared to its peers and fair value metrics?

2/7

valuation criteria met

Metric

Sector Range

Value

Rank

–

FY27e P/E

8x - 18x

N/A

Range: 8x - 18x

–

FY26e P/E

8x - 18x

N/A

Range: 8x - 18x

–

FY27e Net Div Yld (%)

3.0 - 8.0

N/A

Range: 3.0 - 8.0

✗

Div Payout Ratio

30 - 55

5.06%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

22.5xRank 255/280

Range: N/ARank 255/280

✓

Current P/TBV

0.8x - 2.0x

0.98xRank 78/280

Range: 0.8x - 2.0xRank 78/280

✓

Current P/B

0.8x - 2.0x

0.98xRank 91/280

Range: 0.8x - 2.0xRank 91/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

5.6x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.98x

Current P/TBV

Tangible Book Value

0.98x

Current EV/EBITDA

Enterprise Value

22.5x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

JAM pays a dividend yield of 0.94%.

Current Yield

0.94%

FY27e Net Div Yield

N/A

FY26e Gross DPS

N/A

FY27e Gross DPS

N/A

3. Profitability

Score: 36/280

How profitable is JAM relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

96.2%Rank 18/280

Range: 15 - 30Rank 18/280

–

T12 FCF Margin

N/A

0.1%Rank 180/280

Range: N/ARank 180/280

–

FY27e RoE

10 - 16

N/A

Range: 10 - 16

–

FY26 EPS Growth

8 - 15

N/A

Range: 8 - 15

–

FY27e EPS Growth

6 - 12

N/A

Range: 6 - 12

–

NIM

1.5 - 3.2

N/A

Range: 1.5 - 3.2

–

Expense Ratio

50 - 65

N/A

Range: 50 - 65

TTM Profit Margin

96.2%

Current RoCE

4.1%

FY27e RoE

N/A

T12 FCF Margin

0.1%

4. Solvency

Score: 44/280

How strong is JAM's balance sheet and financial position?

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.05xRank 39/280

Range: 0.5x - 1.5xRank 39/280

–

Interest Coverage Ratio

N/A

Rank 75Rank 75/280

Range: N/ARank 75/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

21.85Rank 39/280

Range: N/ARank 39/280

–

Z-Score (Non Manufacturing)

N/A

Rank 36Rank 36/280

Range: N/ARank 36/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.05x

Net Leverage Ratio

N/A

Interest Coverage

Rank 75

T12 FCF Margin

0.1%

Altman Z-Score

21.85

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 148/280

How efficiently does JAM deploy its assets and intellectual capital?

0/5

asset efficiency criteria met

Metric

Sector Range

Value

Rank

–

Efficiency Ratio

50 - 70

N/A

Range: 50 - 70

–

TTM Asset Turnover Ratio

N/A

0.19xRank 188/280

Range: N/ARank 188/280

–

TTM CAPEX/Sales

1 - 3

N/A

Range: 1 - 3

–

Working Capital Turnover

N/A

182.05xRank 3/280

Range: N/ARank 3/280

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#148/280

Best (1)Worst (280)

6. Market Trading

Score: 23/280

How liquid and actively traded is JAM?

1/2

market trading criteria met

Metric

Sector Range

Value

Rank

–

Intraday Sentiment (%)

40 - 75

N/A

Range: 40 - 75

–

10D-Avg v/s 3M-Avg Vol

N/A

227%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

17.9Rank 165/280

Range: 012 - 45Rank 165/280

–

Parabolic SAR

N/A

1258.00Rank 75/280

Range: N/ARank 75/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£2,031,909,163

Enterprise Value

£2,151,511,163

Trading Volume

7. Technical

Score: 53/280

What do the technical indicators say about JAM?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£12.58£10.41

-0.6%CMP: £12.50

N/A

-0.6%Rank 9/280

£12.58£10.41

-0.6%CMP: £12.50

Range: N/ARank 9/280

–

CMP v/s 52-WL

£12.58£10.41

+20.1%CMP: £12.50

N/A

20.1%Rank 111/280

£12.58£10.41

+20.1%CMP: £12.50

Range: N/ARank 111/280

–

RSI 14D

062.2 - Bullish100

N/A

62.2Rank 50/280

062.2 - Bullish100

Range: N/ARank 50/280

–

MA50 - MA200

£11.73+0.53£12.26

N/A

BullishRank 79/280

£11.73+0.53£12.26

Range: N/ARank 79/280

–

MACD Rank

Golden Cross

MACD: 2.16

N/A

2.16Rank 100/280

Golden Cross

MACD: 2.16

Range: N/ARank 100/280

RSI (14 Day)

62.2

Bullish

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£12.26

200 SMA£11.73

SignalGolden Cross (Bullish)

MACD2.16

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does JAM compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
JAM	#17	168	97	36	44	23	53
MUT.L	#3	128	38	24	56	27	8
RTW.L	#5	116	7	9	145	69	229
BPCR.L	#7	163	34	56	9	112	76
RCP.L	#9	179	26	22	59	13	2
AGT.L	#11	108	57	55	72	90	79
TBCG.L	#14	29	55	38	257	129	18

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Methodology Note

The analysis presented for JPMorgan American Investment Trust PLC is produced using Strategyland's proprietary 7-factor quantitative model, which evaluates each stock across Liquidity, Valuation, Profitability, Solvency, Asset Efficiency, Market Trading, and Technical dimensions. Individual factor scores and the composite rank reflect relative rankings within the FTSE 100 universe — a lower rank number indicates stronger performance in that category.

Underlying financial and market data is sourced from LSEG (London Stock Exchange Group) and processed through our scoring engine. Scores are recalculated as new data becomes available and should be interpreted as a systematic screening output, not a forecast of future share price performance.

This content is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance and factor rankings are not indicative of future results. Please read our Risk Disclaimer before making any investment decisions.

Strategyland Research Center - strategyland.ukThis report is for informational purposes only. Not financial advice.