JUSC.L
JPMorgan US Smaller Companies Investment Trust plc is an open-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small-cap companies. The fund employs fundamental analysis with a bottom up stock picking approach, focusing on companies with sustainable competitive advantages versus their competitors, high quality business models and management, and significant growth profiles to create its portfolio. It benchmarks the perfor...[Read more]
Industry
Asset Management
IPO Date
1998-03-31
Stock Exchange
LSE
Ticker
JUSC.L
According to JPMorgan US Smaller Companies Investment Trust plc’s latest financial reports and current stock price. The company's current Enterprise Value is 211.87M. This represents a change of -20.00% compared to the average of 264.83M of the last 4 quarters.
The mean historical Enterprise Value of JPMorgan US Smaller Companies Investment Trust plc over the last ten years is 226.07M. The current 211.87M Enterprise Value has changed 9.27% with respect to the historical average. Over the past ten years (40 quarters), JUSC.L's Enterprise Value was at its highest in in the December 2021 quarter at 324.26M. The Enterprise Value was at its lowest in in the December 2008 quarter at 31.04M.
Average
226.07M
Median
233.26M
Minimum
116.83M
Maximum
319.46M
Discovering the peaks and valleys of JPMorgan US Smaller Companies Investment Trust plc Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 39.18%
Maximum Annual Enterprise Value = 319.46M
Minimum Annual Increase = -14.68%
Minimum Annual Enterprise Value = 116.83M
| Year | Enterprise Value | Change |
|---|---|---|
| 2024 | 319.46M | 20.68% |
| 2023 | 264.72M | -2.88% |
| 2022 | 272.55M | -14.68% |
| 2021 | 319.44M | 28.52% |
| 2020 | 248.54M | 14.02% |
| 2019 | 217.98M | 34.26% |
| 2018 | 162.36M | -7.89% |
| 2017 | 176.26M | 8.39% |
| 2016 | 162.61M | 39.18% |
| 2015 | 116.83M | 10.67% |
The current Enterprise Value of JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
285.57M
5-year avg
284.94M
10-year avg
226.07M
JPMorgan US Smaller Companies Investment Trust plc’s Enterprise Value is greater than Baronsmead Second Venture Trust plc (209.09M), greater than Baronsmead Venture Trust Plc (205.99M), greater than Seraphim Space Investment Trust Plc (167.04M), greater than Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Inc (0), greater than Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Inc (0), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Acc (0), greater than Puma Vct 13 Plc (187.38M), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Acc (0), greater than Vanguard U.S. Equity Index Fund Institutional Plus GBP Inc (0), less than Vanguard U.S. Equity Index Fund Institutional Plus GBP Acc (0),
| Company | Enterprise Value | Market cap |
|---|---|---|
| 209.09M | N/A | |
| 205.99M | N/A | |
| 167.04M | N/A | |
| 0 | N/A | |
| 0 | N/A | |
| 0 | N/A | |
| 187.38M | N/A | |
| 0 | N/A | |
| 0 | N/A | |
| 0 | N/A |
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What is the Enterprise Value?
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What is JPMorgan US Smaller Companies Investment Trust plc's Enterprise Value?
What is the highest Enterprise Value for JPMorgan US Smaller Companies Investment Trust plc (JUSC.L)?
What is the 3-year average Enterprise Value for JPMorgan US Smaller Companies Investment Trust plc (JUSC.L)?
What is the 5-year average Enterprise Value for JPMorgan US Smaller Companies Investment Trust plc (JUSC.L)?
How does the current Enterprise Value for JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) compare to its historical average?