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
£1.5M
lowest in 4 filed years
Net assets
£1.9B
Equity attributable
Employees
—
Average over period
Profit before tax
£63M
Period ending 2025-12-31
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2024-06-30 | 2024-12-31 | 2025-06-30 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|---|
| Turnover | £11,281,000 | £23,579,000 | £12,473,000 | — | — | |
| Operating profit | — | — | — | — | — | |
| Profit before tax | £298,787,000 | £474,841,000 | -£92,479,000 | £63,142,000 | — | |
| Net profit | £296,330,000 | £471,817,000 | -£95,870,000 | — | — | |
| Cash | £15,435,000 | £25,638,000 | £10,547,000 | £1,488,000 | — | |
| Total assets less current liabilities | £1,940,426,000 | £2,067,422,000 | £1,932,989,000 | £2,053,733,000 | — | |
| Net assets | — | £1,987,845,000 | — | £1,940,863,000 | — | |
| Equity | £1,845,784,000 | £1,987,845,000 | £1,860,243,000 | £1,949,863,000 | — | |
| Average employees | — | — | — | — | — | |
| Wages | — | — | — | — | — | |
| Directors' remuneration | — | £236,378 | — | £239,000 | — |
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 12 months versus 6 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 | 2025-12-31 |
|---|---|---|---|---|---|
| Gearing (liabilities / total assets) | — | 3.8% | — | 5.6% | |
| Current ratio | 4.13x | 25.40x | 0.37x | 5.63x |
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
- Reporting scope
- Standalone (parent only)
- Auditor
- BDO LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least 12 months from when the financial statements are authorised for issue.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 18 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JPMORGAN FUNDS LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| BINYON, Claire Margaret | Director | 2020-06-01 | Sep 1966 | British |
| BRADY, Susan Clare | Director | 2026-05-15 | Sep 1963 | British |
| MOORE, Colin | Director | 2024-02-01 | Jun 1958 | British |
| TALBUT, Robert Edwin | Director | 2017-05-11 | Nov 1960 | British |
| TROUP, Kevin James | Director | 2026-05-15 | Jan 1966 | British |
| YUEN, Pui Kei | Director | 2023-01-01 | Nov 1973 | British |
Show 18 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 |
| MANZOOR, Nadia | Director | 2016-06-01 | 2026-05-14 |
| 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 934 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-06-04 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-04 | RESOLUTIONS | resolution | Resolution | |
| 2026-06-02 | AA | accounts | Accounts with accounts type full | |
| 2026-05-29 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-29 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-14 | TM01 | officers | Termination director company with name termination date | |
| 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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 14
- Officers appointed
- 2
- Officers resigned
- 1
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.