JPMorgan American Investment Trust (LSE:JAM) Institutional Ownership: 8.35% (As of Jul. 19, 2026)

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LSE:JAM JPMorgan American Investment Trust PLC LSE:JAM
49 GF Score
Price £12.02
GF Value £2.72
Valuation Significantly Overvalued
! 6 Warning Signs
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What is JPMorgan American Investment Trust Institutional Ownership?

JPMorgan American Investment Trust LSE:JAM -1.64% 49 Institutional Ownership is 8.35% as of Jul. 19, 2026. GuruFocus rates LSE:JAM with a GF Score™ of 49/100 and a GF Value™ of £2.72 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, JPMorgan American Investment Trust's institutional ownership is 8.35%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, JPMorgan American Investment Trust's Insider Ownership is 0.13%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, JPMorgan American Investment Trust's Float Percentage Of Total Shares Outstanding is 0.00%.

JPMorgan American Investment Trust Institutional Ownership Historical Data

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The historical data trend for JPMorgan American Investment Trust's Institutional Ownership 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 American Investment Trust Institutional Ownership Chart

JPMorgan American Investment Trust Historical Data

The historical data trend for JPMorgan American Investment Trust can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 6.76 6.97 6.85 7.25 8.40 8.20 8.32 8.30 8.29 8.35
LSE:JAM
49GF Score
JPMorgan American Investment Trust PLC LSE:JAM
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan American Investment Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 8.35% mean?
JPMorgan American Investment Trust (LSE:JAM) has a Institutional Ownership of 8.35% as of Jul. 19, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on JPMorgan American Investment Trust and its competitors.
Is JPMorgan American Investment Trust's Institutional Ownership too high?
JPMorgan American Investment Trust's current Institutional Ownership is 8.35%. Overall, JPMorgan American Investment Trust has a GF Score™ of 49/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does JPMorgan American Investment Trust's Institutional Ownership compare to BLK and BX?
JPMorgan American Investment Trust's Institutional Ownership of 8.35% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on JPMorgan American Investment Trust and its competitors. JPMorgan American Investment Trust's current Institutional Ownership is 8.35%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan American Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan American Investment Trust (LSE:JAM) is currently considered Significantly Overvalued. The stock's GF Value™ is £2.72, compared to a current price of £12.02 — trading 341.9% above its estimated fair value. The current Institutional Ownership is 8.35%. JPMorgan American Investment Trust's overall GF Score™ is 49/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For JPMorgan American Investment Trust (LSE:JAM), the current Institutional Ownership is 8.35% as of Jul. 19, 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.

Is JPMorgan American Investment Trust (LSE:JAM) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan American Investment Trust stock appears to be overvalued. The current stock price of £12.02 is trading 341.9% above its estimated GF Value™ of £2.72. GuruFocus considers JPMorgan American Investment Trust to be Significantly Overvalued.

Key valuation signals for LSE:JAM:

  • Institutional Ownership: 8.35%
  • GF Value™: £2.72 vs. price of £12.02 (341.9% above fair value)
  • GF Score™: 49/100 with 6 warning signs

No single metric tells the full story. See the LSE:JAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

JPMorgan American Investment Trust Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan American Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with capital growth from North American investments. The company seeks to achieve determined objectives and to manage risk by investing in the diversified portfolio of quoted companies, including smaller capitalization stocks and pooled funds. The company reviews its performance against its benchmark S&P 500 Index, expressed in sterling total return terms.
49GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£12.02
Price
£2.72
GF Value