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Equity
JPmorgan US Smaller Companies Investment Trust PLC(JUSC)
GBX --+0.00%
Reward43Moderate
Risk49Moderate
📊75%Data
Revenue growing 118% YoY
JUSC
+0.0 · +0.00%
GBX · LSE
JPmorgan US Smaller Companies Investment Trust PLC | Financial Services
Balanced
Market Cap:211.77M
ℹ️
Reward Rating
43
Moderate
Bottom 25% (model universe)
75% data coverage
ℹ️
Risk Rating
49
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on JUSC to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is JPmorgan US Smaller Companies Investment Trust PLC?

JPMorgan US Smaller Companies Investment Trust plc is an open-ended equity mutual fund launched and managed by JPMorgan Funds Limited.

JUSC · Verdict

Moderate reward · moderate risk

JUSC's standout is volatility; valuation and growth weigh on the picture.

Based on 88% data coverage

JUSC · Verdict

What’s working & what to watch

Strengths 1

  • Volatility65/100

    Above average

Watchouts 3

  • Valuation33/100

    Below average

  • Growth34/100

    Rev -13.0% CAGR · earnings -13.5%

  • Balance sheet45/100

    Net debt/EBITDA 0.8×

Model-based scoring. For information only — not financial advice.

What is JPmorgan US Smaller Companies Investment Trust PLC?

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. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 211.77M.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (43)

The scoring profile indicates limited reward potential at this time, with profitability and momentum offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap211.77M
P/E RatioN/A
Dividend Yield0.75%
52 Week High431
52 Week Low331.3482
Last AnnualDecember
IPO DateN/A
IncorporatedUK
Shares Outstanding53M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.665
CurrencyGBX · Reports in GBP
Websiteam.jpmorgan.co.uk/investment-trusts/trusts
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