JP MORGAN AMERICAN INVESTMENT TRUST PLC (JAM) Shares
ABOUT JP MORGAN AMERICAN INVESTMENT TRUST PLC
JP Morgan American Investment Trust plc, a large British investment trust holding company, was founded in 1981 and has its headquarters in London, England.
The trust’s objective is to generate attractive long-terms returns from the world’s largest stock market by focusing on high quality and reasonably-priced companies.
The company manages risk by utilising gearing to exaggerate market movements, and by investing in a broad number of smaller companies. It share price may trade at a discount to the net asset value (NAV) of the company.
Its investment expertise bears on in its comprehensive range of UK-domiciled open-ended investment company (OEIC) funds. This offers investors a diverse choice of growth and income opportunities, evenly spread across asset classes, sectors and regions.
The trust’s global network of expert investment professionals follows a research-driven approach by analysing each detail to uncover opportunities and risks.
This enables its clientele to build stronger portfolios. Today, the company employs about 5 000 people across its operations.
OVERVIEW OF JP MORGAN AMERICAN INVESTMENT TRUST PLC
JP Morgan American Investment Trust plc is a closed-end fund incorporated in the United Kingdom. The fund’s objective is to generate capital growth from North American investments. It invests in US companies, including small and micro-capitalisation businesses.
This flagship US investment trust is managed by locally-based specialist investors, offering core portfolio exposure to North American equities.
The company’s investment portfolio is widely diversified across the S&P 500 Index, with special focus on large-cap stocks. Investors benefit from the strength and expertise of the company’s investment team who boasts a proven record of sourcing the most attractive US stocks.
The company predominantly invests in quoted companies. It emphasises capital growth rather than income.
The trust uses borrowing to gear its portfolio within the range of 5% net cash to 20% geared in normal market conditions.
VISION & VALUES OF JP MORGAN AMERICAN INVESTMENT TRUST PLC
- JP Morgan American Investment Trust plc is passionate about empowering its global clientele to make better financial decisions.
- It actively shares its expertise and follows a results-driven approach in all of its business decisions.
- It offers trusted insights across classes, regions and market cycles that are trusted by its customers.
- Values such as respect, integrity, accountability and transparency are deeply engrained in its company culture.
- This business model enables growth which, in turn, adds value for shareholders who purchase company shares.
MARKET PERFORMANCE OF JP MORGAN AMERICAN INVESTMENT TRUST PLC
JP Morgan Investment Trust plc trades on the London Stock Exchange (LSE) under the stock symbol “JAM”. The company is a constituent of the FTSE 250 Index.
The company’s market capitalization for the 2019 fiscal year was £ 969.86 million. It recorded net asset value (NAV) of £ 480.54 million. Its total assets are valued at £ 1.013 million.
This strong performance assures shareholders who buy or sell company shares of solid dividends and returns on their investments.
Buy JP MORGAN AMERICAN INVESTMENT TRUST PLC stocks / shares – A Step by Step Guide how to Buy / Purchase JP MORGAN AMERICAN INVESTMENT TRUST PLC Stocks or Shares online.
Before buying any stock or share one has to consider a few factors.
STEP 1: PROPER RESEARCH IS ESSENTIAL
Upon deciding you want to buy JP MORGAN AMERICAN INVESTMENT TRUST PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.
Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.
STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN JP MORGAN AMERICAN INVESTMENT TRUST PLC STOCKS / SHARES
It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a US Dollar 5 stock, multiply 100 by US Dollar 5 to get US Dollar 500.
STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE
Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.
STEP 4: OPEN A BROKERAGE ACCOUNT
A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.
STEP 5: COMMIT AND PURCHASE JP MORGAN AMERICAN INVESTMENT TRUST PLC STOCKS / SHARES
Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out. Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of JP MORGAN AMERICAN INVESTMENT TRUST PLC stocks / shares.
5 Questions to ask yourself before purchasing any stocks or shares.
- Is it the best time to buy this stock / share?
- Should I buy JP MORGAN AMERICAN INVESTMENT TRUST PLC stocks / shares in the current economic climate?
- Can I afford to buy this stock / share?
- What is the forecast of the stock / share growth?
- What is the current price per earning ration on the stock / share?