JPMorgan Global Growth &ome (LSE:JGGI) Total Assets: £3,458.1 Mil (As of Dec. 2025)

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LSE:JGGI JPMorgan Global Growth & Income PLC LSE:JGGI
48 GF Score
Price £6.05
GF Value £3.00
Valuation Significantly Overvalued
! 4 Warning Signs
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What is JPMorgan Global Growth &ome Total Assets?

JPMorgan Global Growth &ome LSE:JGGI +0.33% 48 Total Assets is £3,458.1 Mil as of Dec. 2025. GuruFocus rates LSE:JGGI with a GF Score™ of 48/100 and a GF Value™ of £3.00 (Significantly Overvalued). The stock has 4 warning signs investors should review.

JPMorgan Global Growth &ome's Total Assets for the quarter that ended in Dec. 2025 was £3,458.1 Mil.

During the past 12 months, JPMorgan Global Growth &ome's average Total Assets Growth Rate was 13.10% per year. During the past 3 years, the average Total Assets Growth Rate was 70.10% per year. During the past 5 years, the average Total Assets Growth Rate was 53.70% per year. During the past 10 years, the average Total Assets Growth Rate was 27.50% per year.

During the past 13 years, JPMorgan Global Growth &ome's highest 3-Year average Total Assets Growth Rate was 70.10%. The lowest was -22.80%. And the median was 13.10%.

Total Assets is connected with ROA %. JPMorgan Global Growth &ome's annualized ROA % for the quarter that ended in Dec. 2025 was 16.75%. Total Assets is also linked to Revenue through Asset Turnover. JPMorgan Global Growth &ome's Asset Turnover for the quarter that ended in Dec. 2025 was 0.08.


JPMorgan Global Growth &ome  (LSE:JGGI) Total Assets Explanation

Total Assets is connected with ROA %.

JPMorgan Global Growth &ome's annualized ROA % for the quarter that ended in Dec. 2025 is

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=572.212/( (3372.815+3458.14)/ 2 )
=572.212/3415.4775
=16.75 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2025) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

JPMorgan Global Growth &ome's Asset Turnover for the quarter that ended in Dec. 2025 is

Asset Turnover
=Revenue (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=289.601/( (3372.815+3458.14)/ 2 )
=289.601/3415.4775
=0.08

* 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.

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

JPMorgan Global Growth &ome Total Assets Related Terms


JPMorgan Global Growth &ome Total Assets Historical Data

* Premium members only.

The historical data trend for JPMorgan Global Growth &ome's Total Assets 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 Growth &ome Total Assets Chart

JPMorgan Global Growth &ome Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Total Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 720.35 726.65 1,962.75 2,901.86 3,372.82

JPMorgan Global Growth &ome Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Total Assets 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 2,217.71 2,901.86 3,086.48 3,372.82 3,458.14
LSE:JGGI
48GF Score
JPMorgan Global Growth & Income PLC LSE:JGGI
Total Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Global Growth &ome Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

JPMorgan Global Growth &ome's Total Assets for the fiscal year that ended in Jun. 2025 is calculated as

Total Assets=Total Equity (A: Jun. 2025 )+Total Liabilities (A: Jun. 2025 )
=3180.221+192.594
=3,372.8

JPMorgan Global Growth &ome's Total Assets for the quarter that ended in Dec. 2025 is calculated as

Total Assets=Total Equity (Q: Dec. 2025 )+Total Liabilities (Q: Dec. 2025 )
=3290.853+167.287
=3,458.1

* 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 Total Assets →
What does a Total Assets of £3,458.1 Mil mean?
JPMorgan Global Growth &ome (LSE:JGGI) has a Total Assets of £3,458.1 Mil as of Dec. 2025. The total amount of assets as recorded on a company's balance sheet. View historical data on JPMorgan Global Growth &ome and its competitors.
Is JPMorgan Global Growth &ome's Total Assets too high?
JPMorgan Global Growth &ome's current Total Assets is £3,458.1 Mil. Overall, JPMorgan Global Growth &ome has a GF Score™ of 48/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Global Growth &ome's Total Assets compare to BLK and BX?
JPMorgan Global Growth &ome's Total Assets of £3,458.1 Mil 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 Total Assets for an Asset Management company?
A good Total Assets depends on the Asset Management industry context. However, Total Assets 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 Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on JPMorgan Global Growth &ome and its competitors. JPMorgan Global Growth &ome's current Total Assets is £3,458.1 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Global Growth &ome stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan Global Growth &ome (LSE:JGGI) is currently considered Significantly Overvalued. The stock's GF Value™ is £3.00, compared to a current price of £6.05 — trading 101.5% above its estimated fair value. The current Total Assets is £3,458.1 Mil. JPMorgan Global Growth &ome's overall GF Score™ is 48/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Assets calculated?
Total Assets is calculated from a company's financial statements. For JPMorgan Global Growth &ome (LSE:JGGI), the current Total Assets is £3,458.1 Mil 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 Global Growth &ome (LSE:JGGI) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan Global Growth &ome stock appears to be overvalued. The current stock price of £6.05 is trading 101.5% above its estimated GF Value™ of £3.00. GuruFocus considers JPMorgan Global Growth &ome to be Significantly Overvalued.

Key valuation signals for LSE:JGGI:

  • Total Assets: £3,458.1 Mil
  • GF Value™: £3.00 vs. price of £6.05 (101.5% above fair value)
  • GF Score™: 48/100 with 4 warning signs

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


JPMorgan Global Growth &ome Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Global Growth & Income PLC is an investment trust company. Its main objective is to achieve superior total returns from world stock markets. The company invests in a diversified portfolio of 50-90 world stocks to achieve superior total returns and outperform the MSCI All Countries World Index in sterling terms (total return with net dividends reinvested) over the long term. Its portfolio construction is driven by bottom-up stock selection rather than geographical or sector allocation.
48GF Score

Get the complete analysis for LSE:JGGI

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

£6.05
Price
£3.00
GF Value