JPmorgan US Smaller Companies Investment Trust PLC (JUSC) — Net Asset Momentum
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. For live market cap and overall valuation, see JPmorgan US Smaller Companies Investment stock valuation.
YoY Momentum
Current Net Assets
Years of Data
Country
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. Check JPmorgan US Smaller Companies Investment strategic asset allocation index to assess the company's strategic physical and investment asset allocation.
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. Check JPmorgan US Smaller Companies Investment (JUSC) tangible net worth to evaluate the tangible quality of the company's equity base.
| 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 | — |