JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC
Get an alert when JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Next accounts due
2027-06-30 (in 1y)
Last filed for 2025-12-31
Confirmation statement due
2027-05-02 (in 1y)
Last made up 2026-04-18
Watchouts
None on the register
Cash
£3M
+65.3% vs 2024
Net assets
£230M
-21.6% vs 2024
Employees
—
Average over period
Profit before tax
-£35M
-220.2% vs 2024
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2025-12-31
| Metric | Trend | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | £29,987,000 | -£33,118,000 | |
| Profit before tax | £28,710,000 | -£34,514,000 | |
| Net profit | £28,221,000 | -£35,008,000 | |
| Cash | £1,540,000 | £2,545,000 | |
| Total assets less current liabilities | £293,789,000 | £230,234,000 | |
| Net assets | £293,789,000 | £230,234,000 | |
| Equity | £293,789,000 | £230,234,000 | |
| Average employees | — | — | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Return on capital employed | 10.2% | -14.4% | |
| Gearing (liabilities / total assets) | 7.5% | 9.3% | |
| Current ratio | 0.13x | 0.15x | |
| Interest cover | 23.48x | -29.65x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- 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 and subsidiary information is drawn from the narrative of the latest annual accounts. 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
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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 17
- Officers appointed
- 1
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-12-31 vs 2024-12-31
-
Turnover
—
Not reported
-
Cash
+65.3%
£1,540,000 £2,545,000
-
Net assets
-21.6%
£293,789,000 £230,234,000
-
Employees
—
Not reported
-
Operating profit
-210.4%
£29,987,000 -£33,118,000
-
Profit before tax
-220.2%
£28,710,000 -£34,514,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers