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

Latest as of June 2026: 89.3%

JPmorgan US Smaller Companies Investment Trust PLC (JUSC) has a Net Asset Quality Index of 89.3% as of June 2026. This metric measures the proportion of total assets financed by shareholders' equity — total assets of GBX282.22 Million minus total liabilities of GBX30.07 Million yields net assets of GBX252.15 Million. A higher index indicates a stronger, lower-leverage balance sheet. Check JPmorgan US Smaller Companies Investment cash earnings quality to evaluate the quality of earnings relative to operating cash generation.

Quality Index

89.3%
Equity / Total Assets

Net Assets

GBX252.15 Million
GBX

Total Assets

GBX282.22 Million
GBX

Total Liabilities

GBX30.07 Million
GBX

JPmorgan US Smaller Companies Investment Trust PLC Net Asset Quality Index Over Time (2000–2025)

This chart shows how JPmorgan US Smaller Companies Investment Trust PLC's Net Asset Quality Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 89.3%, representing net assets of GBX252.15 Million against total assets of GBX282.22 Million GBX. See JPmorgan US Smaller Companies Investment (JUSC) net assets for net asset value and shareholders' equity analysis.

Annual Net Asset Quality Index for JPmorgan US Smaller Companies Investment Trust PLC (2000–2025)

The table below presents the year-by-year Net Asset Quality Index for JPmorgan US Smaller Companies Investment Trust PLC from 2000 to 2025, covering 26 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 live market cap and overall valuation, see how much is JPmorgan US Smaller Companies Investment worth.

Year Quality Index Net Assets (GBX) Total Assets Total Liabilities Change (pp)
2025 89.7% GBX230.23 Million GBX256.62 Million GBX26.38 Million ▼ -2.7 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