JPMorgan American Investment Trust PlcLSE: JAM

JPMorgan American Investment Trust: Change in Portfolio Management Team

· Issued by JPMorgan American Investment Trust Plc via RNS

Summary by 6ix AI

JPMorgan American Investment Trust plc's Board said Graham Spence, co-portfolio manager since 2025 of the value stocks in the Company's large cap portfolio, has told J. P. Morgan, the Manager, he will pursue an opportunity outside the firm.

Key details

  • Jack Caffrey, who has 24 years' experience with the Manager, will continue to manage the portfolio's large cap value stocks, supported by the Manager's Value team of analysts.
  • Felise Agranoff, who has 22 years' experience with the Manager, is responsible for the large cap growth stocks.
  • The Company says there will be no changes to the investment strategy or process as a result of Graham Spence's departure.

What’s still pending

  • Graham Spence is expected to depart in the first quarter of 2027.

6ix AI wrote this summary from the release below and checked it against the release.

On 6ix: 6ix.com/news/change-in-portfolio-management-team

JPMorgan American IT PLC
02 November 2026
 

LONDON STOCK EXCHANGE ANNOUNCEMENT

JPMORGAN AMERICAN INVESTMENT TRUST PLC (the 'Company')

CHANGE IN PORTFOLIO MANAGEMENT TEAM

Legal Entity Identifier: 549300QNAI4XRPEB4G65

The Board has been informed that Graham Spence, a co-portfolio manager since 2025, of the Company’s value stocks in the large cap portfolio has informed J. P. Morgan (‘the Manager’) of his decision to pursue an opportunity outside the firm. He is expected to depart in the first quarter of 2027.

The portfolio’s large cap value stocks will continue to be managed by Jack Caffrey, who has 24 years’ experience with the Manager and is supported by a well-resourced team of experienced analysts in the Value team, while the large cap growth stocks are the responsibility of Felise Agranoff, who has 22 years’ experience with the Manager. There will be no changes to the investment strategy or process as a result of Graham’s departure.

The Board would like to thank Graham for his contribution to the management of the Company’s assets and wishes him well in his future.

2 November 2026

For further information, please contact:

Simon Elliott

Divya Amin

JPMorgan Funds Limited - Manager & Company Secretary

Telephone 0800 20 40 20 (or +44 1268 44 44 70)

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