JPMorgan American Investment Trust (LSE:JAM) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


LSE:JAM JPMorgan American Investment Trust PLC LSE:JAM
49 GF Score
Price £12.22
GF Value £2.72
Valuation Significantly Overvalued
! 6 Warning Signs
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What is JPMorgan American Investment Trust ROC (Joel Greenblatt) %?

JPMorgan American Investment Trust LSE:JAM +0.66% 49 ROC (Joel Greenblatt) % is % as of Dec. 2025. 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. Among 627 Asset Management companies, JPMorgan American Investment Trust ranks worse than 159489.47% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

LSE:JAM
49GF Score
JPMorgan American Investment Trust PLC LSE:JAM
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
JPMorgan American Investment Trust (LSE:JAM) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on JPMorgan American Investment Trust and its competitors. According to the industry distribution chart, JPMorgan American Investment Trust ranks #999999 out of 627 companies in the Asset Management industry.
Is JPMorgan American Investment Trust's ROC (Joel Greenblatt) % too high?
JPMorgan American Investment Trust's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, JPMorgan American Investment Trust ranks #999999 out of 627 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan American Investment Trust ranks #999999 out of 627 companies for ROC (Joel Greenblatt) %. This places JPMorgan American Investment Trust in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.97. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.97, based on 627 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on JPMorgan American Investment Trust and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan American Investment Trust's current ROC (Joel Greenblatt) % is %. 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 £12.22 — trading 349.3% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For JPMorgan American Investment Trust (LSE:JAM), the current ROC (Joel Greenblatt) % is % 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 £12.22 is trading 349.3% above its estimated GF Value™ of £2.72. GuruFocus considers JPMorgan American Investment Trust to be Significantly Overvalued.

Key valuation signals for LSE:JAM:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: £2.72 vs. price of £12.22 (349.3% 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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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£12.22
Price
£2.72
GF Value