JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC

JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC

  • Overview
  • Summary
  • Purpose
  • Address
  • Previous names
  • Accounts
  • Confirmation Statement
  • Filings
  • Officers
  • Data Source
  • Overview

    Company NameJPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC
    Company StatusActive
    Legal FormPublic limited company
    Company Number 00552775
    JurisdictionEngland/Wales
    Date of Creation

    Summary

    Has Super Secure PSCsNo
    Has ChargesNo
    Has Insolvency HistoryNo
    Registered Office is in DisputeNo

    What is the purpose of JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC?

    • Financial intermediation not elsewhere classified (64999) / Financial and insurance activities

    Where is JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC located?

    Registered Office Address
    60 Victoria Embankment
    EC4Y 0JP London
    Undeliverable Registered Office AddressNo

    What were the previous names of JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC?

    Previous Company Names
    Company NameFromUntil
    JPMORGAN US DISCOVERY INVESTMENT TRUST PLCApr 27, 2006Apr 27, 2006
    JPMORGAN FLEMING US DISCOVERY INVESTMENT TRUST PLCMay 15, 2002May 15, 2002
    THE FLEMING US DISCOVERY INVESTMENT TRUST PLCApr 21, 1998Apr 21, 1998
    FLEMING FLEDGELING INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE)Apr 28, 1983Apr 28, 1983
    FLEDGELING INVESTMENTS PUBLIC LIMITEDJul 30, 1955Jul 30, 1955

    What are the latest accounts for JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC?

    OverdueNo
    Next Accounts
    Next Accounts Period End OnDec 31, 2025
    Next Accounts Due OnJun 30, 2026
    Last Accounts
    Last Accounts Made Up ToDec 31, 2024

    What is the status of the latest confirmation statement for JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC?

    Last Confirmation Statement Made Up ToApr 18, 2026
    Next Confirmation Statement DueMay 02, 2026
    Last Confirmation Statement
    Next Confirmation Statement Made Up ToApr 18, 2025
    OverdueNo

    What are the latest filings for JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC?

    Filings
    DateDescriptionDocumentType

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 485,578.225
    3 pagesSH03
    Annotations
    DateAnnotation
    Dec 24, 2025Clarification HMRC - CONFIRMATION RECEVIED THAT APPRORIATE DUTY THAT HAS BEEN PAID ON THIS TRANSACTION.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 495,453.225
    3 pagesSH03
    Annotations
    DateAnnotation
    Dec 24, 2025Clarification HMRC - CONFIRMATION RECEVIED THAT APPRORIATE DUTY THAT HAS BEEN PAID ON THIS TRANSACTION.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 506,578.225
    3 pagesSH03
    Annotations
    DateAnnotation
    Dec 24, 2025Clarification HMRC - CONFIRMATION RECEVIED THAT APPRORIATE DUTY THAT HAS BEEN PAID ON THIS TRANSACTION.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 515,203.225
    3 pagesSH03
    Annotations
    DateAnnotation
    Dec 24, 2025Clarification HMRC - CONFIRMATION RECEVIED THAT APPRORIATE DUTY THAT HAS BEEN PAID ON THIS TRANSACTION.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 453,293.5
    3 pagesSH03

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 459,668.5
    3 pagesSH03

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 466,293.5
    3 pagesSH03

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 470,418.5
    3 pagesSH03

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 472,203.225
    3 pagesSH03

    Appointment of Ms Cindy Purnamattie Rampersaud as a director on Nov 01, 2025

    2 pagesAP01

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 444,918.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 29, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 449,418.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 29, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 451,043.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 29, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 430,568.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 13, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 435,793.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 13, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 440,043.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 13, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 441,918.5
    3 pagesSH03
    Annotations
    DateAnnotation
    Oct 13, 2025Clarification HMRC confirmation received that appropriate stamp duty has been paid on this transaction.

    Interim accounts made up to Jun 30, 2025

    7 pagesAA

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 396,719.85
    3 pagesSH03
    Annotations
    DateAnnotation
    Aug 22, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 410,719.85
    3 pagesSH03
    Annotations
    DateAnnotation
    Aug 22, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 415,094.85
    3 pagesSH03
    Annotations
    DateAnnotation
    Aug 22, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 426,194.85
    3 pagesSH03

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 383,844.85
    3 pagesSH03
    Annotations
    DateAnnotation
    Jul 10, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 386,094.85
    3 pagesSH03
    Annotations
    DateAnnotation
    Jul 10, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 378,329.725
    3 pagesSH03
    Annotations
    DateAnnotation
    Jul 03, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Who are the officers of JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC?

    Officers
    NameAppointed OnResigned OnRoleAddressCompany IdentificationCountry of ResidenceNationalityDate of BirthOccupationNumber
    JPMORGAN FUNDS LIMITED
    Lochside View
    Edinburgh Park
    EH12 9DH Edinburgh
    3
    United Kingdom
    Secretary
    Lochside View
    Edinburgh Park
    EH12 9DH Edinburgh
    3
    United Kingdom
    Identification TypeUK Limited Company
    Registration NumberSC019438
    189482200001
    DONALD, Mandy
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    United KingdomBritish200150500002
    METCALFE, Christopher
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    United KingdomBritish254121950001
    NEARY, Dominic Mark
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    ScotlandBritish242626930001
    RAMPERSAUD, Cindy Purnamattie
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    EnglandBritish99049630002
    YOGENDRA, Shefaly Maya, Dr
    Victoria Embankment
    EC4Y 0JP London
    60
    United Kingdom
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    United Kingdom
    EnglandBritish128810070001
    FLEMING INVESTMENT TRUST MANAGEMENT LIMITED
    20 Finsbury Street
    EC2Y 9AQ London
    Secretary
    20 Finsbury Street
    EC2Y 9AQ London
    3947770001
    JPMORGAN ASSET MANAGEMENT (UK) LIMITED
    125 London Wall
    EC2Y 5AJ London
    Secretary
    125 London Wall
    EC2Y 5AJ London
    70765000008
    ANSELL, Mark Picton
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    EnglandBritish151981010001
    BRANDT, Denis William
    Brewers Cottage
    Hollybush
    HR8 1ET Ledbury
    Herefordshire
    Director
    Brewers Cottage
    Hollybush
    HR8 1ET Ledbury
    Herefordshire
    United KingdomBritish169301440001
    FITZALAN HOWARD, Richard Andrew
    8 Turnchapel Mews
    SW4 0PX London
    Director
    8 Turnchapel Mews
    SW4 0PX London
    British51305160001
    FLEMING, Valentine Patrick
    Stonewall Park
    TN8 7DG Edenbridge
    The Stables
    Kent
    Director
    Stonewall Park
    TN8 7DG Edenbridge
    The Stables
    Kent
    United KingdomBritish8245130003
    GALLEYMORE, Christopher John
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    EnglandBritish26477270001
    KEMP, Alan Scott
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    United KingdomBritish43859820003
    LE BLAN, Julia
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    EnglandEnglish156846070001
    LEWIS, Robin William, Honourable
    The Cottage
    Cresswell Quay
    SA69 0TE Kilgetty
    Pembrokeshire
    Director
    The Cottage
    Cresswell Quay
    SA69 0TE Kilgetty
    Pembrokeshire
    United KingdomBritish34625690003
    MARR, William Donald
    The Coach House
    DD2 5ET Longforgan
    Dundee
    Director
    The Coach House
    DD2 5ET Longforgan
    Dundee
    British177510001
    PEMBERTON, Jeremy Leigh
    Hill House
    Wormshill
    ME9 0TS Sittingbourne
    Kent
    Director
    Hill House
    Wormshill
    ME9 0TS Sittingbourne
    Kent
    United KingdomBritish4504850002
    ROSS, David Thomas Mcleod
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    ScotlandBritish54670002
    TEMPLETON, Richard
    15 Wiseton Road
    SW17 7EE London
    Director
    15 Wiseton Road
    SW17 7EE London
    British36710740001
    USHER, Andrew Michael
    12 Blackford Road
    EM9 2DS Edinburgh
    Midlothian
    Director
    12 Blackford Road
    EM9 2DS Edinburgh
    Midlothian
    British8245150001
    WALTER, Davina Jane
    Victoria Embankment
    EC4Y 0JP London
    60
    Director
    Victoria Embankment
    EC4Y 0JP London
    60
    EnglandBritish16295520001

    Data Source

    • UK Companies House
      The official register of companies in the UK, providing public access to company information such as names, addresses, directors, and financial filings.
    • license: CC0