What is JPMorgan American Investment Trust OCF Margin %?
JPMorgan American Investment TrustLSE:JAM -1.15%43 OCF Margin % is 3.96% as of Dec. 2025, which is 3% above its 10-year median of 3.86. GuruFocus rates LSE:JAM with a GF Score™ of 43/100 and a GF Value™ of £2.72 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 1,461 Asset Management companies, JPMorgan American Investment Trust ranks worse than 50.44% on this metric.
LSE:JAM'
s OCF Margin % Range Over the Past 10 Years
Min: -10.46 Med: 3.86 Max: 184.56
Current: 15.39
During the past 13 years, the highest OCF Margin % of JPMorgan American Investment Trust was 184.56%. The lowest was -10.46%. And the median was 3.86%.
LSE:JAM's OCF Margin % is ranked worse than 50.44% of 1461
companies
in the Asset Management industry
Industry Median: 15.72
vs LSE:JAM: 15.39
JPMorgan American Investment Trust OCF Margin % Related Terms
JPMorgan American Investment Trust OCF Margin % Historical Data
* 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 OCF Margin % Chart
For the Asset Management subindustry, JPMorgan American Investment Trust's OCF Margin %, along with its competitors' market caps and OCF Margin % 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 American Investment Trust OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan American Investment Trust's OCF Margin % distribution charts can be found below:
* The bar in red indicates where JPMorgan American Investment Trust's OCF Margin % falls into.
* 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 (LSE:JAM) has a OCF Margin % of 3.96% as of Dec. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on JPMorgan American Investment Trust and its competitors. This is near median its historical median of 3.86. According to the industry distribution chart, JPMorgan American Investment Trust ranks #737 out of 1461 companies in the Asset Management industry, placing it in the top 50.4%.
Is JPMorgan American Investment Trust's OCF Margin % too high?
JPMorgan American Investment Trust's current OCF Margin % of 3.96% is near median its 10-year median of 3.86. The Asset Management industry median OCF Margin % is 15.72. JPMorgan American Investment Trust's value of 3.96% is 74.8% below this industry median. Based on the distribution chart, JPMorgan American Investment Trust ranks #737 out of 1461 companies in the Asset Management industry, which is below the industry midpoint. Overall, JPMorgan American Investment Trust has a GF Score™ of 43/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does JPMorgan American Investment Trust's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan American Investment Trust ranks #737 out of 1461 companies for OCF Margin %. This places JPMorgan American Investment Trust in the lower half of its industry. The industry median OCF Margin % is 15.72. JPMorgan American Investment Trust's value of 3.96% is 74.8% below this benchmark. While the company's 10-year median is 3.86 vs. the industry median of 15.72, JPMorgan American Investment Trust has consistently been below 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 OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.72, based on 1,461 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan American Investment Trust's current OCF Margin % of 3.96% is 74.8% below 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 OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on JPMorgan American Investment Trust and its competitors. For the Asset Management industry, the median OCF Margin % is 15.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan American Investment Trust's current OCF Margin % is 3.96%, which is near median its own 10-year median of 3.86. 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 £12.06 — trading 343.4% above its estimated fair value. The current OCF Margin % is 3.96%, which is near median its 10-year median of 3.86 and 74.8% below the Asset Management industry median of 15.72. JPMorgan American Investment Trust's overall GF Score™ is 43/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For JPMorgan American Investment Trust (LSE:JAM), the current OCF Margin % is 3.96% as of Dec. 2025. 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 £12.06 is trading 343.4% above its estimated GF Value™ of £2.72.
GuruFocus considers JPMorgan American Investment Trust to be Significantly Overvalued.
Key valuation signals for LSE:JAM:
OCF Margin %: 3.96% (near median its 10-year median of 3.86)
GF Value™: £2.72 vs. price of £12.06 (343.4% above fair value)
Industry Position: 74.8% below the Asset Management median (#737 of 1461)
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
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.
43GF Score
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