JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC
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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 | — | — | |
| Directors' remuneration | £154,471 | £159,420 |
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
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. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. 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 |
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.
Name history
Renamed 5 times since incorporation
- JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC 2010-04-22 → present
- JPMORGAN US DISCOVERY INVESTMENT TRUST PLC 2006-04-27 → 2010-04-22
- JPMORGAN FLEMING US DISCOVERY INVESTMENT TRUST PLC 2002-05-15 → 2006-04-27
- THE FLEMING US DISCOVERY INVESTMENT TRUST PLC 1998-04-21 → 2002-05-15
- FLEMING FLEDGELING INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE) 1983-04-28 → 1998-04-21
- FLEDGELING INVESTMENTS PUBLIC LIMITED 1955-07-30 → 1983-04-28
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.