Stock JMI JPMORGAN UK SMALL CAP GROWTH & INCOME PLC
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Company JPMorgan UK Small Cap Growth & Income Plc

Equities

JMI

GB00BF7L8P11

Investment Trusts

Market Closed - London S.E.
Other stock markets
 16:35:19 03/05/2024 BST 		5-day change 1st Jan Change
316 GBX +0.32% Intraday chart for JPMorgan UK Small Cap Growth & Income Plc +0.96% +7.48%
03-22 JPMorgan UK Small Cap Growth & Income beats benchmark AN
03-22 JPMorgan UK Small Cap Growth & Income Plc Reports Earnings Results for the Half Year Ended January 31, 2024 CI

Business Summary

JPMorgan UK Small Cap Growth & Income plc is a United Kingdom-based investment company. The Company's objective is to achieve capital growth from UK listed smaller companies and a rising share price over the longer term by taking carefully controlled risks. The Company has the ability to use borrowing to gear the portfolio within the range of 10% net cash to 15% geared in normal market conditions. The Company invests in various sectors, including consumer discretionary, industrials, financials, technology, energy, health care, consumer staples, basic materials, telecommunications and real estate. JPMorgan Funds Limited (JPMF) is the alternative investment manager of the Company.

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
9 100.0 % 6 100.0 % -36.27%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
9 100.0 % 6 100.0 % -36.27%

Managers

Managers TitleAgeSince
Katen Patel PRN
 Corporate Officer/Principal - -
Georgina Mary Idrone Brittain PRN
 Corporate Officer/Principal 56 -

Members of the board

Members of the board TitleAgeSince
Andrew Impey CHM
 Chairman - 28/02/15
Katrina Hart BRD
 Director/Board Member 50 16/06/22
Gordon Humphries BRD
 Director/Board Member 61 30/06/20
Alice Ryder BRD
 Director/Board Member 59 31/01/17

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 139,141,277 134,736,363 ( 96.83 %) 1,709,741 ( 1.229 %) 96.83 %

Shareholders

NameEquities%Valuation
Rathbones Investment Management Ltd.
4.923 %
6,766,119 4.923 % 25 M p
Hargreaves Lansdown Asset Management Ltd.
4.025 %
5,532,000 4.025 % 20 M p
JPMorgan Asset Management (UK) Ltd.
3.798 %
5,220,150 3.798 % 19 M p
Border to Coast Pensions Partnership Ltd.
3.336 %
4,584,444 3.336 % 17 M p
West Yorkshire Pension Fund
3.109 %
4,272,501 3.109 % 16 M p
Legal & General Investment Management Ltd.
2.846 %
3,910,790 2.846 % 14 M p
1607 Capital Partners LLC
2.298 %
3,157,598 2.298 % 12 M p
Royal London Asset Management Ltd.
1.851 %
2,543,405 1.851 % 9 M p
City of London Investment Management Co. Ltd.
1.761 %
2,419,602 1.761 % 9 M p
BlackRock Investment Management (UK) Ltd.
1.402 %
1,927,000 1.402 % 7 M p

Company contact information

JPMorgan UK Small Cap Growth & Income Plc

60 Victoria Embankment

EC4Y 0JP, London

+44 207 742 6000

http://jpmorganfleming.com
address JPMorgan UK Small Cap Growth & Income Plc(JMI)

Sector

Financials
Collective Investments
Collective Investments
Investment Trusts
Investment Trusts

Sector Investment Trusts

1st Jan change Capi.
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Investment Trusts
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