JPmorgan US Smaller Companies Investment Trust PLC (JUSC) — Net Asset Momentum

Latest YoY growth as of December 2024: +5.0%

JPmorgan US Smaller Companies Investment Trust PLC (JUSC) recorded a net asset momentum of 5.0% as of December 2024, with net assets of GBX293.79 Million GBX. Net Asset Momentum measures the year-over-year percentage change in net assets (total assets minus total liabilities), indicating how rapidly the company is building or eroding its equity base. See JUSC defensive asset coverage days to measure how many days the company can operate on defensive assets alone.

YoY Momentum

+5.0%
Year-over-year

Current Net Assets

GBX293.79 Million
GBX · December 2024

Years of Data

25
2000 – 2024

Country

UK
LSE

JPmorgan US Smaller Companies Investment Trust PLC Net Asset Momentum (2000–2024)

This chart tracks JPmorgan US Smaller Companies Investment Trust PLC's year-over-year net asset growth across 25 annual reporting periods from 2000 to 2024. The most recent momentum reading is +5.0%, with net assets of GBX293.79 Million GBX as of December 2024. Read debt load of JPmorgan US Smaller Companies Investment for a breakdown of total debt and financial obligations.

Annual Net Asset History for JPmorgan US Smaller Companies Investment Trust PLC (2000–2024)

The table below shows the complete annual net asset history for JPmorgan US Smaller Companies Investment Trust PLC from 2000 to 2024, covering 25 yearly periods. Each row includes total assets, total liabilities, net assets, and the year-over-year momentum figure for that period. For live market cap and broader valuation context, see JUSC market cap overview.

Year Net Assets (GBX) Total Assets Total Liabilities YoY Momentum
2024 GBX293.79 Million GBX318.05 Million GBX24.26 Million ▲ +5.0%
2023 GBX279.73 Million GBX303.53 Million GBX23.81 Million ▲ +2.4%
2022 GBX273.06 Million GBX298.78 Million GBX25.72 Million ▼ -9.5%
2021 GBX301.78 Million GBX325.74 Million GBX23.96 Million ▲ +27.4%
2020 GBX236.84 Million GBX257.81 Million GBX20.97 Million ▲ +19.5%
2019 GBX198.25 Million GBX213.51 Million GBX15.26 Million ▲ +24.8%
2018 GBX158.83 Million GBX174.61 Million GBX15.78 Million ▼ -4.7%
2017 GBX166.69 Million GBX181.60 Million GBX14.91 Million ▲ +8.4%
2016 GBX153.82 Million GBX170.25 Million GBX16.43 Million ▲ +48.2%
2015 GBX103.81 Million GBX117.46 Million GBX13.65 Million ▲ +4.5%
2014 GBX99.35 Million GBX109.05 Million GBX9.70 Million ▲ +15.1%
2013 GBX86.34 Million GBX92.49 Million GBX6.15 Million ▲ +45.8%
2012 GBX59.21 Million GBX66.08 Million GBX6.87 Million ▲ +12.5%
2011 GBX52.63 Million GBX59.72 Million GBX7.09 Million ▼ -0.6%
2010 GBX52.95 Million GBX57.76 Million GBX4.81 Million ▲ +27.9%
2009 GBX41.40 Million GBX42.11 Million GBX711.00K ▲ +20.1%
2008 GBX34.48 Million GBX35.20 Million GBX729.00K ▼ -49.2%
2007 GBX67.91 Million GBX71.88 Million GBX3.97 Million ▼ -27.1%
2006 GBX93.19 Million GBX105.18 Million GBX11.98 Million ▼ -3.0%
2005 GBX96.03 Million GBX100.76 Million GBX4.73 Million ▲ +17.9%
2004 GBX81.45 Million GBX87.65 Million GBX6.20 Million ▲ +3.3%
2003 GBX78.83 Million GBX85.56 Million GBX6.73 Million ▲ +31.6%
2002 GBX59.88 Million GBX67.01 Million GBX7.13 Million ▼ -33.8%
2001 GBX90.40 Million GBX98.89 Million GBX8.49 Million ▲ +11.9%
2000 GBX80.79 Million GBX94.68 Million GBX13.89 Million