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JPMorgan Claverhouse Investment Trust plc (JCHL.XC)

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694.00
+26.00
+(3.89%)
At close: April 10 at 4:29:26 PM GMT+1
Loading Chart for JCHL.XC
  • Previous Close 668.00
  • Open 704.00
  • Bid 682.00 x --
  • Ask 696.00 x --
  • Day's Range 690.00 - 704.00
  • 52 Week Range 6.88 - 748.00
  • Volume 766
  • Avg. Volume 0
  • Market Cap (intraday) 411.744M
  • Beta (5Y Monthly) 0.64
  • PE Ratio (TTM) 673.79
  • EPS (TTM) 1.03
  • Earnings Date --
  • Forward Dividend & Yield 0.35 (5.15%)
  • Ex-Dividend Date Apr 24, 2025
  • 1y Target Est --

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 fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying stocks of large cap companies. It benchmarks the performance of its portfolio against the FTSE All-Share Index. JPMorgan Claverhouse Investment Trust plc was formed on April 24, 1963 and is domiciled in the United Kingdom.

am.jpmorgan.co.uk/investment-trusts/trusts/claverhouse-jpm-it.aspx?isin=GB0003422184

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Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: JCHL.XC

Trailing total returns as of 4/10/2025, which may include dividends or other distributions. Benchmark is FTSE 100 (^FTSE) .

YTD Return

JCHL.XC
0.89%
FTSE 100 (^FTSE)
3.18%

1-Year Return

JCHL.XC
0.24%
FTSE 100 (^FTSE)
0.60%

3-Year Return

JCHL.XC
3.73%
FTSE 100 (^FTSE)
3.18%

5-Year Return

JCHL.XC
26.95%
FTSE 100 (^FTSE)
35.44%

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Statistics: JCHL.XC

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Valuation Measures

Annual
As of 2/13/2025
  • Market Cap

    379.02M

  • Enterprise Value

    --

  • Trailing P/E

    6.70

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    6.59

  • Price/Book (mrq)

    0.89

  • Enterprise Value/Revenue

    6.74

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    87.64%

  • Return on Assets (ttm)

    4.93%

  • Return on Equity (ttm)

    8.17%

  • Revenue (ttm)

    38.1M

  • Net Income Avi to Common (ttm)

    33.39M

  • Diluted EPS (ttm)

    1.03

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    8.51M

  • Total Debt/Equity (mrq)

    9.90%

  • Levered Free Cash Flow (ttm)

    20.3M

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