JPmorgan US Smaller Companies Investment Trust PLC (JUSC) — Net Asset Quality Index
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. For live market cap and overall valuation, see how much is JPmorgan US Smaller Companies Investment worth.
Quality Index
Net Assets
Total Assets
Total Liabilities
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 shareholders equity for net asset value and shareholders' equity analysis.
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. Check strategic asset allocation of JPmorgan US Smaller Companies Investment to assess the company's strategic physical and investment asset allocation.
| 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 | — |