JPMorgan China Growth &ome (CHIX:JCGIL) Equity-to-Asset: 0.98 (As of Mar. 2026) — Near Median

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CHIX:JCGIL JPMorgan China Growth & Income PLC CHIX:JCGIL
43 GF Score
Price £2.25
! 3 Warning Signs
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What is JPMorgan China Growth &ome Equity-to-Asset?

JPMorgan China Growth &ome CHIX:JCGIL 43 Equity-to-Asset is 0.98 as of Mar. 2026, which is 9% above its 10-year median of 0.90. GuruFocus rates CHIX:JCGIL with a GF Score™ of 43/100. The stock has 3 warning signs investors should review. Among 1,628 Asset Management companies, JPMorgan China Growth &ome ranks better than 82.37% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. JPMorgan China Growth &ome's Total Stockholders Equity for the quarter that ended in Mar. 2026 was £246.47 Mil. JPMorgan China Growth &ome's Total Assets for the quarter that ended in Mar. 2026 was £252.25 Mil. Therefore, JPMorgan China Growth &ome's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.98.

The historical rank and industry rank for JPMorgan China Growth &ome's Equity-to-Asset or its related term are showing as below:

CHIX:JCGIl' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.82   Med: 0.9   Max: 0.99
Current: 0.98

During the past 13 years, the highest Equity to Asset Ratio of JPMorgan China Growth &ome was 0.99. The lowest was 0.82. And the median was 0.90.

CHIX:JCGIl's Equity-to-Asset is ranked better than
82.37% of 1628 companies
in the Asset Management industry
Industry Median: 0.83 vs CHIX:JCGIl: 0.98

JPMorgan China Growth &ome  (CHIX:JCGIl) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


JPMorgan China Growth &ome Equity-to-Asset Related Terms


JPMorgan China Growth &ome Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for JPMorgan China Growth &ome's Equity-to-Asset can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

JPMorgan China Growth &ome Equity-to-Asset Chart

JPMorgan China Growth &ome Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.90 0.82 0.88 0.95 0.99

JPMorgan China Growth &ome Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.95 0.95 0.97 0.99 0.98

CHIX:JCGIL vs BLK, BX, KKR: Equity-to-Asset Comparison

For the Asset Management subindustry, JPMorgan China Growth &ome's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan China Growth &ome Equity-to-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan China Growth &ome's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where JPMorgan China Growth &ome's Equity-to-Asset falls into.


CHIX:JCGIL
43GF Score
JPMorgan China Growth & Income PLC CHIX:JCGIL
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan China Growth &ome Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

JPMorgan China Growth &ome's Equity to Asset Ratio for the fiscal year that ended in Sep. 2025 is calculated as

Equity to Asset (A: Sep. 2025 )=Total Stockholders Equity/Total Assets
=281.465/285.526
=0.99

JPMorgan China Growth &ome's Equity to Asset Ratio for the quarter that ended in Mar. 2026 is calculated as

Equity to Asset (Q: Mar. 2026 )=Total Stockholders Equity/Total Assets
=246.472/252.251
=0.98

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.98 mean?
JPMorgan China Growth &ome (CHIX:JCGIL) has a Equity-to-Asset of 0.98 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on JPMorgan China Growth &ome and its competitors. This is near median its historical median of 0.90. Over the past decade, JPMorgan China Growth &ome's Equity-to-Asset has ranged from 0.82 to 0.99. According to the industry distribution chart, JPMorgan China Growth &ome ranks #287 out of 1628 companies in the Asset Management industry, placing it in the top 17.6%.
Is JPMorgan China Growth &ome's Equity-to-Asset too high?
JPMorgan China Growth &ome's current Equity-to-Asset of 0.98 is near median its 10-year median of 0.90. Over the past 10 years, this metric has ranged from a low of 0.82 to a high of 0.99. The Asset Management industry median Equity-to-Asset is 0.83. JPMorgan China Growth &ome's value of 0.98 is 18.1% above this industry median. Based on the distribution chart, JPMorgan China Growth &ome ranks #287 out of 1628 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan China Growth &ome has a GF Score™ of 43/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan China Growth &ome's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan China Growth &ome ranks #287 out of 1628 companies for Equity-to-Asset. This places JPMorgan China Growth &ome in the top 18% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. JPMorgan China Growth &ome's value of 0.98 is 18.1% above this benchmark. Historically, JPMorgan China Growth &ome's own Equity-to-Asset has ranged from 0.82 to 0.99 over the past decade. While the company's 10-year median is 0.90 vs. the industry median of 0.83, JPMorgan China Growth &ome has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,628 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan China Growth &ome's current Equity-to-Asset of 0.98 is 18.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on JPMorgan China Growth &ome and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan China Growth &ome's current Equity-to-Asset is 0.98, which is near median its own 10-year median of 0.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan China Growth &ome stock overvalued right now?
JPMorgan China Growth &ome (CHIX:JCGIL) has a current Equity-to-Asset of 0.98. The current Equity-to-Asset is 0.98, which is near median its 10-year median of 0.90 and 18.1% above the Asset Management industry median of 0.83. JPMorgan China Growth &ome's overall GF Score™ is 43/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For JPMorgan China Growth &ome (CHIX:JCGIL), the current Equity-to-Asset is 0.98 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

JPMorgan China Growth &ome Business Description

Other Exchanges JCGI:UK
Address 60 Victoria Embankment, London, GBR, EC4Y0JP
JPMorgan China Growth & Income PLC is an investment trust company. Its investment objective is to provide long-term capital growth by investment in Greater China companies. The company seeks to achieve its determined objectives; it invests in securities quoted on the stock exchanges of China, Hong Kong, and Taiwan, or which derive a substantial part of their revenues or profits from these territories. It may use gearing up to a maximum level of nearly 20% of shareholders' funds to increase potential returns to shareholders. The company invests no more than 15% of gross assets in other UK-listed investment companies. It reviews its performance against the MSCI China Index, with net dividends reinvested, in sterling terms.
43GF Score

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