J.P. MORGAN FINANCIAL INVESTMENTS LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-06-15 (in 1mo)
Last made up 2025-06-01
Watchouts
None on the register
Cash
£39M
USD 52,145,000
-11.6% vs 2023
Net assets
£3B
USD 4,480,593,000
+0.4% vs 2023
Employees
0
Average over period
Profit before tax
£16M
USD 21,153,000
+4.7% vs 2023
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | -£98,677 | £26,164 | |
| Profit before tax | £15,103,536 | £15,812,963 | |
| Net profit | £11,548,180 | £11,874,860 | |
| Cash | £44,098,079 | £38,981,087 | |
| Total assets less current liabilities | £3,337,600,359 | £3,349,475,219 | |
| Net assets | £3,337,600,359 | £3,349,475,219 | |
| Equity | £3,337,600,359 | £3,349,475,219 | |
| Average employees | 0 | 0 | |
| Wages | — | — | |
| Directors' remuneration | £2,990 | £8,971 |
Figures converted to GBP from USD at 0.748 per USD (Frankfurter spot rate) — hover any figure for the original. — indicates the figure wasn't present under that line item in that period. About these numbers
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
—
Not reported
-
Cash
-11.6%
£44,098,079 £38,981,087
-
Net assets
+0.4%
£3,337,600,359 £3,349,475,219
-
Employees
—
Not reported
-
Operating profit
+126.5%
-£98,677 £26,164
-
Profit before tax
+4.7%
£15,103,536 £15,812,963
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 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Return on capital employed | -0.0% | 0.0% | |
| Gearing (liabilities / total assets) | 0.2% | 0.2% | |
| Current ratio | 8.12x | 5.35x |
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 2 times since incorporation
- J.P. MORGAN FINANCIAL INVESTMENTS LIMITED 2000-12-07 → present
- J.P. MORGAN & CO. LIMITED 1979-12-31 → 2000-12-07
- TRUSHELFCO (NO. 222) LIMITED 1979-05-16 → 1979-12-31
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Group structure
- J.P. MORGAN FINANCIAL INVESTMENTS LIMITED · parent
- J.P. Morgan Markets Limited 100%
- J.P. Morgan Administration Services (Jersey) Limited 100%
- J.P. Morgan Secretaries (UK) Limited 100%
- Almea 2 Segregated Portfolio Company 100%
Significant events
- “On 25 July 2024, the Company acquired J.P. Morgan Administration Services (Jersey) Limited's 131,750 Ordinary shares of $1 each for a cash consideration of $25,272,344; and J.P. Morgan Secretaries (UK) Limited's 100 Ordinary shares of £1 each for a cash consideration of $1 from J.P. Morgan Capital Financing Limited.”
- “On 23 October 2023, the company issued 4,256,736,286 shares of £1 each amounting to $5,169 million to JPMorgan Chase Holdings LLC through the Capital contribution reserve. The issued shares were subsequently cancelled through Retained earnings on 02 November 2023.”
- “On 03 November 2023, the Company distributed dividend in kind to its immediate parent undertaking, JPMorgan Chase Holdings LLC by way of transfer of investment in the subsidiary J.P. Morgan Dublin Financial Holdings Limited.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 38 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| J.P. MORGAN SECRETARIES (UK) LIMITED | Corporate Secretary | 2002-07-31 | — | — |
| BALLINGER, Jennifer Margaret | Director | 2023-03-09 | Mar 1975 | British |
| BOTTCHER, Charlotte | Director | 2025-09-22 | May 1988 | French |
| WRIGHT, Andrew | Director | 2025-09-22 | Sep 1981 | British |
Show 38 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| LAWSON, Jane Elizabeth | Secretary | — | 1993-09-20 |
| SIDDIQUI, Jeremy Hussain | Secretary | 1993-09-20 | 1996-02-06 |
| VENUS, David Anthony | Secretary | 1999-02-08 | 2002-07-31 |
| TRUSEC LIMITED | Corporate Nominee Secretary | 1996-02-06 | 1999-02-08 |
| ATHERTON-MILLER, Louise | Director | 2017-12-04 | 2025-09-22 |
| BEALE, Anthony Ernest | Director | 1996-02-06 | 1996-10-30 |
| BEANE, Malcolm John | Director | 1999-02-08 | 2002-04-02 |
| CHATTERS, James Anthony Paul | Director | 2020-08-13 | 2022-12-01 |
| COLLETT, Nigel John David | Director | 2008-07-08 | 2013-01-04 |
| COTTY, Neil Andrew | Director | 1994-06-01 | 1996-03-29 |
| CROMWEL, David Marshall | Director | — | 1996-03-29 |
| DAVIES, Michael John | Director | 2005-07-21 | 2007-06-30 |
| DE ZORDO, Andrea | Director | 2023-09-11 | 2025-06-30 |
| DONALDSON, Thomas Hay | Director | — | 1996-05-29 |
| HALL, Derek Gordon | Director | 1996-03-29 | 2002-04-02 |
| HIOCO, Christophe | Director | 1998-08-14 | 1998-08-14 |
| HOBSON, John Richard | Director | 2017-06-22 | 2023-06-28 |
| HORN, Thomas | Director | 2007-08-01 | 2008-07-08 |
| JEFFREY, Allister | Director | 2007-06-30 | 2007-09-28 |
| JOHNSON, Richard James | Director | 1996-03-29 | 1998-11-13 |
| KALRA, Manmohan Singh | Director | — | 1993-02-12 |
| KIM, Cristina Soo Jin | Director | 2010-09-20 | 2017-06-22 |
| LAKE, Marianne | Director | 2002-04-02 | 2004-04-14 |
| LOWNEY, Christopher | Director | 1996-10-30 | 1999-02-08 |
| LYALL, Ian Robert | Director | 2002-04-02 | 2013-09-21 |
| MEADOWS, Graham John | Director | 1998-11-13 | 2010-11-30 |
| MILLS, Julie Laraine | Director | 2010-11-30 | 2012-08-31 |
| NAVARATNE, Leroy Jerome Ronan | Director | 2013-09-21 | 2017-12-04 |
| NEHME, Bruno Fadi Raoul | Director | 2015-07-27 | 2017-06-22 |
| NEVES-CORREIA, Goncala Nuno Queiroz | Director | 2010-09-20 | 2013-06-26 |
| SHAN, Eric | Director | 2007-08-01 | 2008-07-08 |
| STOKER, Geoffrey Eric | Director | 2002-04-02 | 2005-08-12 |
| SYNECKO, Daniel Edward | Director | 1993-02-12 | 1994-06-30 |
| SZIGETI, Marton Istvan | Director | 2010-02-15 | 2010-05-25 |
| TATE, Carl | Director | 2008-07-09 | 2009-06-02 |
| VALDICH, Luis | Director | 2008-07-09 | 2015-11-06 |
| WETHERED, James Adam | Director | 1996-02-06 | 1998-03-19 |
| WHITE, Stephen Michael | Director | 2013-09-21 | 2020-07-23 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Jpmorgan Chase & Co. | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2025-06-13 | Active |
Filing timeline
Last 20 of 238 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-08-06 RESOLUTIONS Resolution
- 2024-08-06 MA Memorandum articles
- 2023-11-01 RESOLUTIONS Resolution
- 2023-09-30 MA Memorandum articles
- 2023-09-30 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-09-29 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-26 | AA | accounts | Accounts with accounts type full | |
| 2025-09-25 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-06-13 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-06-13 | PSC09 | persons-with-significant-control | Withdrawal of a person with significant control statement | |
| 2025-06-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-10 | AA | accounts | Accounts with accounts type full | |
| 2024-08-06 | RESOLUTIONS | resolution | Resolution | |
| 2024-08-06 | MA | incorporation | Memorandum articles | |
| 2024-06-12 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-11-02 | SH19 | capital | Capital statement capital company with date currency figure | |
| 2023-11-01 | SH20 | capital | Legacy | |
| 2023-11-01 | CAP-SS | insolvency | Legacy | |
| 2023-11-01 | RESOLUTIONS | resolution | Resolution | |
| 2023-10-24 | SH01 | capital | Capital allotment shares | |
| 2023-09-30 | MA | incorporation | Memorandum articles | |
| 2023-09-30 | RESOLUTIONS | resolution | Resolution | |
| 2023-09-23 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 2
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.