UK Companies House feature
JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC
Profile
- Company number
- 00552775
- Status
- Active
- Incorporation
- 1955-07-30
- Last accounts made up
- 2025-06-30
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Accounts
Pending extraction
No iXBRL extracted yet for this company.
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- BDO LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“We have not identified any material uncertainties that may cast significant doubt on the Company ’s ability to continue as a going concern.”
Significant events
- “On 14th March 2025 the Company entered into a loan facility with a new loan provider, Bank of America.”
- “The Company did not repurchase any shares for cancellation (2024: 12,242,000). The Company repurchased 8,886,958 shares, representing 11.4% of the Company's issued share capital (excluding shares held in Treasury) at the beginning of 2025, and at an average discount to NAV of 9.3%.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
5 active · 17 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JPMORGAN FUNDS LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| DONALD, Mandy | Director | 2022-01-04 | Jul 1972 | British |
| NEARY, Dominic Mark | Director | 2019-01-01 | Aug 1969 | British |
| RAMPERSAUD, Cindy Purnamattie | Director | 2025-11-01 | Dec 1966 | British |
| YOGENDRA, Shefaly Maya, Dr | Director | 2016-11-01 | May 1971 | British |
Show 17 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FLEMING INVESTMENT TRUST MANAGEMENT LIMITED | Corporate Secretary | — | 2000-06-01 |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | Corporate Secretary | 2000-06-01 | 2014-07-01 |
| ANSELL, Mark Picton | Director | 2005-04-01 | 2017-04-26 |
| BRANDT, Denis William | Director | — | 2005-04-28 |
| FITZALAN HOWARD, Richard Andrew | Director | 1993-04-02 | 1998-04-21 |
| FLEMING, Valentine Patrick | Director | — | 1996-07-25 |
| GALLEYMORE, Christopher John | Director | 2004-09-01 | 2019-04-30 |
| KEMP, Alan Scott | Director | 1995-06-21 | 2015-04-29 |
| LE BLAN, Julia | Director | 2012-10-01 | 2022-04-25 |
| LEWIS, Robin William, Honourable | Director | 1995-12-05 | 2008-04-24 |
| MARR, William Donald | Director | — | 1995-07-26 |
| METCALFE, Christopher | Director | 2019-01-01 | 2026-04-01 |
| PEMBERTON, Jeremy Leigh | Director | — | 2004-05-11 |
| ROSS, David Thomas Mcleod | Director | 2015-03-01 | 2024-04-22 |
| TEMPLETON, Richard | Director | — | 1993-04-01 |
| USHER, Andrew Michael | Director | — | 1996-04-17 |
| WALTER, Davina Jane | Director | 2002-09-30 | 2020-05-26 |
Ownership
Persons with significant control
No PSC data extracted yet.
Filing timeline
Last 20 of 481 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2026-05-04 | AA | accounts | accounts with accounts type full |
| 2026-04-27 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2026-04-10 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-04-10 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-04-10 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-04-10 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-04-09 | TM01 | officers | termination director company with name termination date |
| 2026-02-16 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-02-16 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-02-16 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-02-16 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-02-16 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2026-02-16 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-24 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-24 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-24 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-24 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-04 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-04 | SH03 | capital | capital return purchase own shares treasury capital date |
| 2025-12-04 | SH03 | capital | capital return purchase own shares treasury capital date |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Credit score requires extracted accounts data.
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory
Activity Score not yet computed for this company.