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 98.9% as of December 2025. Long-term investments of GBX253.84 Million represent 98.9% of total assets of GBX256.62 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See JUSC working capital efficiency to evaluate short-term liquidity relative to the company's equity base.
LT Investment Intensity
Long-term Investments
Total Assets
Country
JPmorgan US Smaller Companies Investment Trust PLC Long-term Investment Intensity (2014–2025)
This chart shows how JPmorgan US Smaller Companies Investment Trust PLC's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the intensity stands at 98.9%, reflecting long-term investments of GBX253.84 Million against total assets of GBX256.62 Million GBX. See JPmorgan US Smaller Companies Investment liquidity coverage in days to measure how many days the company can operate on defensive assets alone.
Annual Long-term Investment Intensity for JPmorgan US Smaller Companies Investment Trust PLC (2014–2025)
The table below presents the year-by-year Long-term Investment Intensity for JPmorgan US Smaller Companies Investment Trust PLC from 2014 to 2025, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see JUSC total asset value.
| Year | LT Investment Intensity | LT Investments (GBX) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 98.9% | GBX253.84 Million | GBX256.62 Million | ▼ -1.0 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 | — |