Valuation: JPMorgan US Smaller Companies Investment Trust plc

Capitalization 215M 290M 247M 227M 396M 27.16B 405M 2.66B 1.05B 13.03B 1.09B 1.07B 46.28B P/E ratio 2023
22.1x
P/E ratio 2024 10.5x
Enterprise value 238M 321M 273M 250M 438M 30.03B 448M 2.94B 1.16B 14.41B 1.2B 1.18B 51.17B EV / Sales 2023
16.8x
EV / Sales 2024 9.44x
Free-Float
75.21%
Yield 2023
0.74%
Yield 2024 0.65%
04-17 EARNINGS: essensys loss narrows; Baker Steel sets out payout policy AN
04-17 JPMorgan US Smaller Companies Investment Trust plc Reports Earnings Results for the Full Year Ended December 31, 2025 CI
04-17 JPMorgan US Smaller Companies Investment Trust plc Recommends Dividend for the Year Ended December 31, 2025, Payable on July 10, 2026 CI
03-26 JPMorgan US Smaller Companies Investment Trust plc Announces Christopher Metcalfe Will Be Stepping Down from the Board, Effective April 1, 2026 CI
12/09/25 JPMorgan US Smaller Cos NAV falls, eyes set on turnaround AN
12/09/25 JPMorgan US Smaller Companies Investment Trust plc Reports Earnings Results for the Half Year Ended June 30, 2025 CI
27/08/25 JPMorgan Us Smaller Companies Investment Trust plc Announces Appointment of Ms Cindy Rampersaud as an Independent Non-Executive Director, Effective November 1, 2025 CI
17/06/25 JPMorgan US Smaller Companies Investment Trust plc commences an Equity Buyback Plan for 8,843,310 shares, representing 14.99% of its issued share capital, under the authorization approved on June 17, 2025. CI
12/06/25 Great Southern rises on drill results AN
28/03/25 JPMorgan US Smaller highlights attractive small caps amid AI demand AN
28/03/25 Ricardo rejects Science Group demand AN
28/03/25 JPMorgan US Smaller Companies Investment Trust plc Proposes Dividend for the Period Ending June 17, 2025, Payable on July 11, 2025 CI
28/03/25 JPMorgan US Smaller Companies Investment Trust plc Reports Earnings Results for the Full Year Ended December 31, 2024 CI
1 day+1.21%
1 week+2.32%
Current month+8.12%
1 month+11.27%
3 months+0.12%
6 months+9.82%
Current year+4.88%
1 week 408
Extreme 408
420.5
1 month 368
Extreme 368
420.5
Current year 368
Extreme 368
431
1 year 347
Extreme 347
431
3 years 317
Extreme 317
528
5 years 317
Extreme 317
528
10 years 163
Extreme 163
528
Director TitleAgeSince
Director/Board Member 55 31/10/2016
Chairman 57 21/04/2024
Director/Board Member 53 03/01/2021
Change 5d. change 1-year change 3-years change Capi.($)
+1.21%+2.32%+19.86%+9.82% 292M
Average +1.21%+2.32%+19.86%+9.82% 292.39M
Weighted average by Cap. +1.21%+2.32%+19.86%+9.82%

Financials

2023 2024
Net sales 15.64M 21.12M 17.97M 16.48M 28.83M 1.98B 29.47M 194M 76.16M 948M 79.22M 77.58M 3.37B 32.98M 44.54M 37.9M 34.76M 60.8M 4.17B 62.15M 408M 161M 2B 167M 164M 7.1B
Net income 11.78M 15.92M 13.54M 12.42M 21.73M 1.49B 22.21M 146M 57.4M 715M 59.71M 58.48M 2.54B 28.22M 38.12M 32.43M 29.75M 52.03M 3.57B 53.19M 349M 137M 1.71B 143M 140M 6.08B
Net Debt 4.3M 5.8M 4.94M 4.53M 7.92M 543M 8.1M 53.17M 20.93M 260M 21.77M 21.32M 925M 22.68M 30.63M 26.06M 23.9M 41.81M 2.87B 42.74M 281M 110M 1.38B 115M 113M 4.88B
Logo JPMorgan US Smaller Companies Investment Trust plc
JPMorgan US Smaller Companies Investment Trust plc is a United Kingdom-based investment trust. The Company’s investment objective to provide investors with capital growth by investing in the United States smaller companies that have a sustainable competitive advantage. The Company invests in a diversified portfolio of listed United States equities. The Company can use borrowing to gear the portfolio within a range of 5% net cash to 15% of net assets. The Company has investments in various sectors, including industrials, financials, consumer discretionary, health care, technology, real estate, basic materials, utilities, consumer staples and energy. The Company's alternative investment fund manager is JPMorgan Funds Limited (JPMF). JPMF delegates the management of the Company’s portfolio to JPMorgan Asset Management (UK) Limited (JPMAM).
Employees
-
Date Price Change Volume
21/04/26 419.50 p +1.21% 96,874
20/04/26 414.50 p 0.00% 73,636
17/04/26 414.50 p +1.22% 109,266
16/04/26 409.50 p -0.12% 62,826
15/04/26 410.00 p 0.00% 46,967