JPmorgan US Smaller Companies Investment Trust PLCHere is the public summary page for JPmorgan US Smaller Companies Investment Trust PLC. Please login to see the complete information for JPmorgan US Smaller Companies Investment Trust PLC including detailed analysis of price, sentiment, fundamentals, flow, forecast models, alerts and much more. Also you can see how JPmorgan US Smaller Companies Investment Trust PLC stacks up relative to its peers. |
Darwin Score | -14 |
Ticker | JUSC |
Latest Price | 3.94 GBX as of close on 01-Aug-2025 |
3 Month price range | 3.72 to 4.09 GBX |
Market Capitalisation | 231.98Mn GBX |
Country | UK |
Region | Europe |
Economic Sector | Financials |
Business Sector | Financial Services |
Industry | Capital Markets |
Sub-Industry | Asset Management & Custody Banks |
Description | JPMorgan US Smaller Companies Investment Trust plc is an open-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small-cap companies. The fund employs fundamental analysis with a bottom up stock picking approach, focusing on companies with sustainable competitive advantages versus their competitors, high quality business models and management, and significant growth profiles to create its portfolio. It benchmarks the performance of its portfolio against the Russell 2000 Index Net (£). The fund was formerly known as JPMorgan US Discovery Investment Trust plc. JPMorgan US Smaller Companies Investment Trust plc was formed in 1955 and is domiciled in United Kingdom. See More ... |
Company URL | https://am.jpmorgan.co.uk/investment-trusts/trusts |
See Darwins Full Analysis for JPmorgan US Smaller Companies Investment Trust PLC |
Tell Me About
Tell Me About (TMA) is Darwins structured scoring system for assets. Here are the scores from the key TMA sections for JPmorgan US Smaller Companies Investment Trust PLC. Further information and full detail is available when you login.
TMA Part | Focus of Analysis | TMA Score |
---|---|---|
Price | Analysis of performance, trend, RSI, OBV and moving averages | -15 |
Sentiment | News and Candle Patterns. | -1 |
Fundamentals | Analyst Ratings, Valuation and Dividend analysis. | +1 |
Flow | Institutional, Fund and Insider buying and selling. | 0 |
Models | Forecast models. | +1 |
Alerts
There are 14 live alerts for JPmorgan US Smaller Companies Investment Trust PLC.
- Price crossing down through 5 day SMA. This alert has occurred 30 times over the last last year. The average forward returns are 0.0% over 5 days, 0.2% over 10 days, 0.7% over 15 days and 1.0% over 20 days. (Positive)
- Divergence: Px Up & 30d RSI Down last 20 days. This alert has occurred 25 times over the last last year. The average forward returns are -1.5% over 5 days, -3.0% over 10 days, -3.7% over 15 days and -2.8% over 20 days. (Negative)
- Cross Over (Down): 5dma . This alert has occurred 30 times over the last last year. The average forward returns are 0.0% over 5 days, 0.2% over 10 days, 0.7% over 15 days and 1.0% over 20 days. (Negative)
- Divergence: Px Up & 15d RSI Down last 20 days. This alert has occurred 35 times over the last last year. The average forward returns are -0.7% over 5 days, -1.5% over 10 days, -2.4% over 15 days and -1.1% over 20 days. (Negative)
- Cross Over (Down): 20dma . This alert has occurred 14 times over the last last year. The average forward returns are 2.0% over 5 days, 1.8% over 10 days, 2.6% over 15 days and 3.7% over 20 days. (Negative)
- Price is at a 5d low. (Negative)
- Volume is 2.3x 20 day average. (Negative)
- Oversold - The 5 day RSI is +10.6. (Positive)
- Candle Pattern :: Inverted Hammer (Bearish) (Negative) (Negative)
- New Low (1m). (Negative)
- High Volume 2x 65dma. (Positive)
- High Volume 2x 20dma. (Positive)
- Divergence: Px Down & OBV Up last 10 days. (Positive)
- 5d RSI Oversold. (Negative)
Peer Comparison
There are 111 peers of JPmorgan US Smaller Companies Investment Trust PLC.