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JPMorgan American Investment Trust plc

JPMorgan American Investment Trust plc (JAM) is a closed-ended investment company whose objective is to achieve capital growth from North American investments by outperformance of the Company’s benchmark, which is the S&P 500 Index.

The company predominantly invests in quoted companies including, when appropriate, exposure to smaller capitalization companies, and emphasize capital growth rather than income.

If you are looking to invest for capital growth, it pays to invest into the main global stock-market sector and that is the USA. What America does, most other markets tend to eventually follow and JP Morgan Investment Trust has, year after year produced excellent returns for their investors.

This is probably not so surprising when you look at their top holdings which include Microsoft, Amazon, Apple, Meta, Nvidia, Alphabet. It also holds The Sage of Omaha’s (Warren Buffet) stock, Berkshire Hathaway. This stock is a little prohibitive for most individual investors as the current share price is $597,889 per share!

FT Analyst Views

If the investment trust sector’s relatively small North America peer group that JAM sits in is anything to go by, investment trust investors are perennially underweight US equities on a long-term basis. And yet the S&P 500 Index continues to be the largest, and one of the best-performing, equity markets in the world, as it has been for decades.

We think JAM’s core, but high-conviction, investment strategy, combined with its extremely competitive management fee structure make it a stand-out option for any investor looking to build long-term equity exposure without relying too heavily on a particular investment style.

The last two years have been a sharp reminder that one cannot rely on past performance to be a guide to future returns, with growth strategies that have outperformed for many years finding it harder going, while there has been a resurgence for value styles.

Higher interest rates make it far less clear cut that one style will dominate for long periods of time and JAM’s blended strategy could be well suited to such an environment. Let’s not forget also that while US small-caps have been somewhat eclipsed in the last decade, that may now be changing. JAM maintains a small allocation to this part of the market as well, in keeping with its core proposition


Fund Name JPMorgan American Investment Trust plc
Fund Manager(s) Jonathan Simon (2019) Timothy Parton (2019) Felise Agranoff (2022)
Launch Date 18 Jun 1881
Offer Closes Closed
Product Type Investment Trust
Available as an ISA Yes
Distribution Frequency Semi-Annually
XD Dates Oct, April
Pricing Frequency Daily
Fund Size £1,772.28m
Share Class
Available through FundsNetwork Fidelity Adviser Solutions
Fund Charges
Initial charge: *Please note Investment Trusts have additional charges
Fund Manager Ongoing Charge: 0.36%
Total Service Fee p.a. 0.43%


JPMorgan American Investment Trust plc - (KIID)


JPMorgan American Investment Trust plc - Factsheet


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