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

Latest as of June 2025: 89.7%

JPmorgan US Smaller Companies Investment Trust PLC (JUSC) has a Net Asset Quality Index of 89.7% as of June 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX273.55 Million minus total liabilities of GBX28.30 Million yields net assets of GBX245.25 Million. A higher index indicates a stronger, lower-leverage balance sheet. Check JUSC financial resilience to evaluate the company's liquid asset resilience ratio.

Quality Index

89.7%
Equity / Total Assets

Net Assets

GBX245.25 Million
GBX

Total Assets

GBX273.55 Million
GBX

Total Liabilities

GBX28.30 Million
GBX

JPmorgan US Smaller Companies Investment Trust PLC Net Asset Quality Index Over Time (2000–2024)

This chart shows how JPmorgan US Smaller Companies Investment Trust PLC's Net Asset Quality Index has evolved across 25 annual periods from 2000 to 2024. As of June 2025, the index stands at 89.7%, representing net assets of GBX245.25 Million against total assets of GBX273.55 Million GBX. See JPmorgan US Smaller Companies Investment current assets vs equity to evaluate short-term liquidity relative to the company's equity base.

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

The table below presents the year-by-year Net Asset Quality Index for JPmorgan US Smaller Companies Investment Trust PLC from 2000 to 2024, covering 25 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see JUSC market cap overview.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2024 92.4% GBX293.79 Million GBX318.05 Million GBX24.26 Million ▲ +0.2 pp
2023 92.2% GBX279.73 Million GBX303.53 Million GBX23.81 Million ▲ +0.8 pp
2022 91.4% GBX273.06 Million GBX298.78 Million GBX25.72 Million ▼ -1.3 pp
2021 92.6% GBX301.78 Million GBX325.74 Million GBX23.96 Million ▲ +0.8 pp
2020 91.9% GBX236.84 Million GBX257.81 Million GBX20.97 Million ▼ -1.0 pp
2019 92.9% GBX198.25 Million GBX213.51 Million GBX15.26 Million ▲ +1.9 pp
2018 91.0% GBX158.83 Million GBX174.61 Million GBX15.78 Million ▼ -0.8 pp
2017 91.8% GBX166.69 Million GBX181.60 Million GBX14.91 Million ▲ +1.4 pp
2016 90.4% GBX153.82 Million GBX170.25 Million GBX16.43 Million ▲ +2.0 pp
2015 88.4% GBX103.81 Million GBX117.46 Million GBX13.65 Million ▼ -2.7 pp
2014 91.1% GBX99.35 Million GBX109.05 Million GBX9.70 Million ▼ -2.2 pp
2013 93.4% GBX86.34 Million GBX92.49 Million GBX6.15 Million ▲ +3.7 pp
2012 89.6% GBX59.21 Million GBX66.08 Million GBX6.87 Million ▲ +1.5 pp
2011 88.1% GBX52.63 Million GBX59.72 Million GBX7.09 Million ▼ -3.5 pp
2010 91.7% GBX52.95 Million GBX57.76 Million GBX4.81 Million ▼ -6.6 pp
2009 98.3% GBX41.40 Million GBX42.11 Million GBX711.00K ▲ +0.4 pp
2008 97.9% GBX34.48 Million GBX35.20 Million GBX729.00K ▲ +3.5 pp
2007 94.5% GBX67.91 Million GBX71.88 Million GBX3.97 Million ▲ +5.9 pp
2006 88.6% GBX93.19 Million GBX105.18 Million GBX11.98 Million ▼ -6.7 pp
2005 95.3% GBX96.03 Million GBX100.76 Million GBX4.73 Million ▲ +2.4 pp
2004 92.9% GBX81.45 Million GBX87.65 Million GBX6.20 Million ▲ +0.8 pp
2003 92.1% GBX78.83 Million GBX85.56 Million GBX6.73 Million ▲ +2.8 pp
2002 89.4% GBX59.88 Million GBX67.01 Million GBX7.13 Million ▼ -2.1 pp
2001 91.4% GBX90.40 Million GBX98.89 Million GBX8.49 Million ▲ +6.1 pp
2000 85.3% GBX80.79 Million GBX94.68 Million GBX13.89 Million
pp = percentage points