JPMorgan Global Core Real Assets (LSE:JARA) ROE % Adjusted to Book Value: -14.96% (As of Aug. 2025)


LSE:JARA JPMorgan Global Core Real Assets Ltd LSE:JARA
41 GF Score
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! 5 Warning Signs
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What is JPMorgan Global Core Real Assets ROE % Adjusted to Book Value?

JPMorgan Global Core Real Assets LSE:JARA -1.20% 41 ROE % Adjusted to Book Value is -14.96% as of Aug. 2025. GuruFocus rates LSE:JARA with a GF Score™ of 41/100. The stock has 5 warning signs investors should review.

JPMorgan Global Core Real Assets's ROE % for the quarter that ended in Aug. 2025 was -11.22%. JPMorgan Global Core Real Assets's PB Ratio for the quarter that ended in Aug. 2025 was 0.75. JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value for the quarter that ended in Aug. 2025 was -14.96%.

JPMorgan Global Core Real Assets ROE % Adjusted to Book Value Related Terms

JPMorgan Global Core Real Assets ROE % Adjusted to Book Value Historical Data

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The historical data trend for JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value 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 Global Core Real Assets ROE % Adjusted to Book Value Chart

JPMorgan Global Core Real Assets Annual Data
Trend Feb20 Feb21 Feb22 Feb23 Feb24 Feb25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial -6.07 13.65 13.04 -8.19 6.17

JPMorgan Global Core Real Assets Semi-Annual Data
Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only -11.93 -1.91 -4.21 16.93 -14.96

LSE:JARA vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 Global Core Real Assets ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value falls into.


LSE:JARA
41GF Score
JPMorgan Global Core Real Assets Ltd LSE:JARA
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Global Core Real Assets ROE % Adjusted to Book Value Calculation

JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value for the fiscal year that ended in Feb. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=5.49% / 0.89
=6.17%

JPMorgan Global Core Real Assets's ROE % Adjusted to Book Value for the quarter that ended in Aug. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-11.22% / 0.75
=-14.96%

* 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.

What does a ROE % Adjusted to Book Value of -14.96% mean?
JPMorgan Global Core Real Assets (LSE:JARA) has a ROE % Adjusted to Book Value of -14.96% as of Aug. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on JPMorgan Global Core Real Assets and its competitors.
Is JPMorgan Global Core Real Assets' ROE % Adjusted to Book Value too high?
JPMorgan Global Core Real Assets' current ROE % Adjusted to Book Value is -14.96%. Overall, JPMorgan Global Core Real Assets has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Global Core Real Assets' ROE % Adjusted to Book Value compare to BLK and BX?
JPMorgan Global Core Real Assets' ROE % Adjusted to Book Value of -14.96% 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 ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on JPMorgan Global Core Real Assets and its competitors. JPMorgan Global Core Real Assets's current ROE % Adjusted to Book Value is -14.96%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Global Core Real Assets stock overvalued right now?
JPMorgan Global Core Real Assets (LSE:JARA) has a current ROE % Adjusted to Book Value of -14.96%. The current ROE % Adjusted to Book Value is -14.96%. JPMorgan Global Core Real Assets' overall GF Score™ is 41/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For JPMorgan Global Core Real Assets (LSE:JARA), the current ROE % Adjusted to Book Value is -14.96% as of Aug. 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.

JPMorgan Global Core Real Assets Business Description

Address La Charroterie, Level 3, Mill Court, Saint Peter Port, GGY, GY1 1EJ
JPMorgan Global Core Real Assets Ltd is a closed-ended investment company. Previously, its investment objective was to provide shareholders with stable income and capital appreciation from exposure to a globally diversified portfolio of Core Real Assets. Its portfolio spans the entire scope of core real assets, namely Infrastructure (Utilities, Bulk Storage, Fixed Transport, Energy); Transportation (Maritime, Aviation, Energy Logistics, Rail); and Real Estate (Retail, Office, Industrial, Residential). Currently, the company is in managed wind-down, with its investment objective being to realise all existing assets in the company's portfolio in an orderly manner and make timely returns of capital to shareholders.
41GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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