JPMORGAN AMERICAN INVESTMENT TRUST PLC
A London Stock Exchange-listed investment trust managed by JPMorgan Asset Management that seeks capital growth through investments in North American equities.
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Cash
£11M
lowest in 3 filed years
Net assets
£2B
lowest in 3 filed years
Employees
—
Average over period
Profit before tax
-£92M
lowest in 3 filed years
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-06-30
| Metric | Trend | 2024-06-30 | 2024-12-31 | 2025-06-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £11,281,000 | £23,579,000 | £12,473,000 | — | |
| Operating profit | — | — | — | — | |
| Profit before tax | £298,787,000 | £477,305,000 | -£92,479,000 | — | |
| Net profit | £296,330,000 | £471,817,000 | -£95,870,000 | — | |
| Cash | £15,435,000 | £25,038,000 | £10,547,000 | — | |
| Total assets less current liabilities | £1,940,426,000 | £2,067,422,000 | £1,932,989,000 | — | |
| Net assets | — | £1,987,845,000 | — | — | |
| Equity | £1,845,784,000 | £1,987,845,000 | £1,860,243,000 | — | |
| Average employees | — | — | — | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. Year-on-year comparison hidden: this filing covers about 6 months versus 12 months prior. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-06-30 | 2024-12-31 | 2025-06-30 |
|---|---|---|---|---|
| Gearing (liabilities / total assets) | — | 3.9% | — | |
| Current ratio | 4.13x | 26.40x | 0.37x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Name history
Renamed 3 times since incorporation
- JPMORGAN AMERICAN INVESTMENT TRUST PLC 2006-05-03 → present
- JPMORGAN FLEMING AMERICAN INVESTMENT TRUST PLC 2002-04-26 → 2006-05-03
- FLEMING AMERICAN INVESTMENT TRUST PLC(THE) 1982-04-23 → 2002-04-26
- STERLING TRUST , PUBLIC LIMITED COMPANY(THE) 1881-06-18 → 1982-04-23
Audit & accounting basis
- Accounting basis
- FRS 102
- Auditor
- BDO LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“the Directors believe that there are no material uncertainties pertaining to the Company that would prevent its ability to continue in such operational existence for at least 12 months from the date of the approval of this half yearly financial report.”
Significant events
- “The Company bought into Treasury a total of 3,403,340 shares, or 1.9% of the Company's issued share capital during the six months to end June 2025... The Company issued a total of 1,414,046 shares from treasury during the same period...”
- “During the period the Board decided to add additional gearing to the portfolio, drawing down US$40 million from the revolving credit facility.”
- “The Company now has in place an £85 million revolving credit facility (with an additional £15 million accordion) with Industrial and Commercial Bank of China Limited, London Branch. This replaces the £80 million revolving credit facility (with an additional £20 million accordion) with Mizuho Bank Ltd that expired in early August 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 17 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JPMORGAN FUNDS LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| BINYON, Claire Margaret | Director | 2020-06-01 | Sep 1966 | British |
| MANZOOR, Nadia | Director | 2016-06-01 | Jan 1986 | British |
| MOORE, Colin | Director | 2024-02-01 | Jun 1958 | British |
| TALBUT, Robert Edwin | Director | 2017-05-11 | Nov 1960 | British |
| YUEN, Pui Kei | Director | 2023-01-01 | Nov 1973 | British |
Show 17 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FLEMING INVESTMENT TRUST MANAGEMENT LIMITED | Corporate Secretary | — | 2000-06-01 |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | Corporate Secretary | 2000-06-01 | 2014-07-01 |
| BATES, Sarah Catherine | Director | 2005-07-01 | 2017-07-26 |
| BOLSOVER, Katharine Blanche Mary | Director | 2005-07-01 | 2016-09-30 |
| BRAGG, Simon William | Director | 2012-05-04 | 2021-08-31 |
| BUCHAN, Hamish Noble | Director | 2000-11-30 | 2012-05-04 |
| CARTER, Kevin, Dr | Director | 2014-07-01 | 2024-05-15 |
| CHAPMAN, Nigel Walter Alan | Director | — | 1998-04-02 |
| COLLINS, Alan, Sir | Director | 2012-05-04 | 2023-05-18 |
| COSH, Nicholas John | Director | — | 2003-04-23 |
| FOX, James George | Director | 2003-07-22 | 2013-05-01 |
| GREENER, George Pallister, Dr | Director | 1999-12-02 | 2008-05-08 |
| GRIMOND, John Jasper | Director | — | 2000-12-11 |
| PALMER, Roger James Hume Dorney | Director | 1998-02-05 | 2004-03-06 |
| RUDEBECK, Howard Alan | Director | — | 1999-12-31 |
| SAUNDERS, Iain Ogilvy Swain | Director | — | 2005-04-27 |
| WILLIAMS, James Piran | Director | 2003-07-22 | 2014-11-18 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 929 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-24 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-04-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-17 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-27 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-17 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-17 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-12-15 | SH03 | capital | Capital return purchase own shares treasury capital date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 19
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.