JPmorgan US Smaller Companies Investment Trust PLC (JUSC) — Long-term Investment Intensity
JPmorgan US Smaller Companies Investment Trust PLC (JUSC) has a Long-term Investment Intensity of 99.6% as of June 2025. Long-term investments of GBX272.50 Million represent 99.6% of total assets of GBX273.55 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. For the complete balance sheet picture, see JPmorgan US Smaller Companies Investment balance sheet assets.
LT Investment Intensity
Long-term Investments
Total Assets
Country
JPmorgan US Smaller Companies Investment Trust PLC Long-term Investment Intensity (2014–2024)
This chart shows how JPmorgan US Smaller Companies Investment Trust PLC's Long-term Investment Intensity has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the intensity stands at 99.6%, reflecting long-term investments of GBX272.50 Million against total assets of GBX273.55 Million GBX. See JUSC working capital efficiency to evaluate short-term liquidity relative to the company's equity base.
Annual Long-term Investment Intensity for JPmorgan US Smaller Companies Investment Trust PLC (2014–2024)
The table below presents the year-by-year Long-term Investment Intensity for JPmorgan US Smaller Companies Investment Trust PLC from 2014 to 2024, covering 11 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read JPmorgan US Smaller Companies Investment total liabilities for a breakdown of total debt and financial obligations.
| Year | LT Investment Intensity | LT Investments (GBX) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2024 | 99.9% | GBX317.77 Million | GBX318.05 Million | ▲ +6.4 pp |
| 2023 | 93.6% | GBX283.99 Million | GBX303.53 Million | ▼ -4.1 pp |
| 2022 | 97.6% | GBX291.72 Million | GBX298.78 Million | ▼ -1.3 pp |
| 2021 | 98.9% | GBX322.12 Million | GBX325.74 Million | ▲ +1.4 pp |
| 2020 | 97.4% | GBX251.21 Million | GBX257.81 Million | ▼ -0.1 pp |
| 2019 | 97.5% | GBX208.25 Million | GBX213.51 Million | ▲ +1.3 pp |
| 2018 | 96.2% | GBX168.01 Million | GBX174.61 Million | ▼ -0.4 pp |
| 2017 | 96.6% | GBX175.41 Million | GBX181.60 Million | ▲ +2.5 pp |
| 2016 | 94.1% | GBX160.19 Million | GBX170.25 Million | ▼ -2.9 pp |
| 2015 | 97.0% | GBX113.98 Million | GBX117.46 Million | ▼ -1.9 pp |
| 2014 | 99.0% | GBX107.93 Million | GBX109.05 Million | — |