JPMorgan US Smaller Companies Investment Trust plc

JPMorgan US Smaller Companies Investment Trust plcverified

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

The Enterprise Value as of December 2025 (TTM) for JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) is 211.87M

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.

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) Historical Enterprise Value (quarterly & annually)

How has JUSC.L Enterprise Value performed in the past?

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.

Quarterly (TTM)
Annual

Average

226.07M

Median

233.26M

Minimum

116.83M

Maximum

319.46M

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) Enterprise Value by Quarter and Year

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

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2024319.46M20.68%
2023264.72M-2.88%
2022272.55M-14.68%
2021319.44M28.52%
2020248.54M14.02%
2019217.98M34.26%
2018162.36M-7.89%
2017176.26M8.39%
2016162.61M39.18%
2015116.83M10.67%

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) Average Enterprise Value

How has JUSC.L Enterprise Value performed in the past?

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 (JUSC.L) Enterprise Value vs. Peers

How is JUSC.L’s Enterprise Value compared to its peers?

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),

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