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Equity
JPMorgan Claverhouse Investment Trust Plc(JCH)
GBX --+0.00%
Reward44Moderate
Risk34Moderate
📊75%Data
Strong 92% profit margin · 4.0% dividend yield · Revenue growing 54% YoY
JCH
+0.0 · +0.00%
GBX · LSE
JPMorgan Claverhouse Investment Trust Plc | Financial Services
Dividend King
Market Cap:479.13M
ℹ️
Reward Rating
44
Moderate
Bottom 25% (model universe)
75% data coverage
ℹ️
Risk Rating
34
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on JCH to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is JPMorgan Claverhouse Investment Trust Plc?

JPMorgan Claverhouse Investment Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited.

JCH · Verdict

Moderate reward · moderate risk

JCH stands out on volatility and profitability, but watch the growth signal.

Based on 88% data coverage

JCH · Verdict

What’s working & what to watch

Strengths 3

  • Volatility80/100

    Top decile vs peers

  • Profitability79/100

    74% net margin · 12% ROE

  • Balance sheet69/100

    Net debt/EBITDA 0.9×

Watchouts 2

  • Growth24/100

    Rev -18.6% CAGR · earnings -26.1%

  • Valuation38/100

    Below average

Model-based scoring. For information only — not financial advice.

What is JPMorgan Claverhouse Investment Trust Plc?

JPMorgan Claverhouse Investment Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) Limited. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 479.13M, and a P/E ratio of 9.1x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (44)

The scoring profile indicates limited reward potential at this time, with profitability and momentum offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap479.13M
P/E Ratio9.0515
Dividend Yield3.95%
52 Week High926
52 Week Low604.7969
Last AnnualDecember
IPO DateN/A
IncorporatedUK
Shares Outstanding55M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.553
CurrencyGBX · Reports in GBP
Websiteam.jpmorgan.co.uk/investment-trusts/trusts
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