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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 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.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 380,469.85
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jul 03, 2025Clarification HMRC confirmation received appropriate stamp duty has been paid on this transaction

    Full accounts made up to Dec 31, 2024

    		111 pagesAA

    Resolutions

    Resolutions
    		4 pagesRESOLUTIONS
    Resolutions
    CategoryDateDescriptionType
    capital

    Resolution of authority to purchase a number of shares

    		RES09
    capital

    Resolution of removal of pre-emption rights

    		RES11
    capital

    Resolution of allotment of securities

    		RES10
    capital

    Resolutions

    Re: general meeting may be called on not less than 14 clear days notice/ the company continues in existance for the next 5 year period 17/06/2025
    		RES13

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 374,931.35
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jun 12, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 376,954.725
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jun 12, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 364,617.475
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jun 09, 2025Clarification HMRC confirmation received appropriate stamp duty has been paid on this transaction

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 365,867.475
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jun 09, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 374,056.35
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jun 09, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase.

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 354,494.25
    		3 pagesSH03
    Annotations
    DateAnnotation
    May 21, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this transaction

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 358,619.25
    		3 pagesSH03
    Annotations
    DateAnnotation
    May 21, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this transaction

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 353,744.25
    		3 pagesSH03
    Annotations
    DateAnnotation
    Apr 30, 2025Clarification HMRC confirmation received appropriate stamp duty has been paid on this transaction

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 351,256.5
    		3 pagesSH03
    Annotations
    DateAnnotation
    Apr 28, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase

    Confirmation statement made on Apr 18, 2025 with no updates

    		3 pagesCS01

    Satisfaction of charge 005527750006 in full

    		4 pagesMR04

    Registration of charge 005527750007, created on Mar 13, 2025

    		23 pagesMR01

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 346,839.05
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jan 14, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 349,006.5
    		3 pagesSH03
    Annotations
    DateAnnotation
    Jan 14, 2025Clarification HMRC confirmation received that appropriate duty has been paid on this repurchase

    Purchase of own shares. Shares purchased into treasury:

    • Capital: GBP 343,939.05
    		3 pagesSH03
    Annotations
    DateAnnotation
    Dec 20, 2024Clarification HMRC - CONFIRMATION RECEIVED THAT APPROPITE DUTY THAT HAS BEEN PAID ON THIS REPURCHASED.
    View All Filings

    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 KingdomBritishCompany Director200150500002
    METCALFE, Christopher
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		United KingdomBritishCompany Director254121950001
    NEARY, Dominic Mark
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		ScotlandBritishCompany Director242626930001
    YOGENDRA, Shefaly Maya, Dr
    Victoria Embankment
    EC4Y 0JP London
    60
    United Kingdom
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    United Kingdom
    		EnglandBritishCompany Director128810070001
    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
    		EnglandBritishCompany Director\151981010001
    BRANDT, Denis William
    Brewers Cottage
    Hollybush
    HR8 1ET Ledbury
    Herefordshire
    		Director
    Brewers Cottage
    Hollybush
    HR8 1ET Ledbury
    Herefordshire
    		United KingdomBritishProfessional Investment Consul169301440001
    FITZALAN HOWARD, Richard Andrew
    8 Turnchapel Mews
    SW4 0PX London
    		Director
    8 Turnchapel Mews
    SW4 0PX London
    		BritishInvestment Manager51305160001
    FLEMING, Valentine Patrick
    Stonewall Park
    TN8 7DG Edenbridge
    The Stables
    Kent
    		Director
    Stonewall Park
    TN8 7DG Edenbridge
    The Stables
    Kent
    		United KingdomBritishMerchant Banker8245130003
    GALLEYMORE, Christopher John
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		EnglandBritishCompany Director26477270001
    KEMP, Alan Scott
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		United KingdomBritishFinancial Consultant43859820003
    LE BLAN, Julia
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		EnglandEnglishCompany Director156846070001
    LEWIS, Robin William, Honourable
    The Cottage
    Cresswell Quay
    SA69 0TE Kilgetty
    Pembrokeshire
    		Director
    The Cottage
    Cresswell Quay
    SA69 0TE Kilgetty
    Pembrokeshire
    		United KingdomBritishManaging Director34625690003
    MARR, William Donald
    The Coach House
    DD2 5ET Longforgan
    Dundee
    		Director
    The Coach House
    DD2 5ET Longforgan
    Dundee
    		BritishRetired Director177510001
    PEMBERTON, Jeremy Leigh
    Hill House
    Wormshill
    ME9 0TS Sittingbourne
    Kent
    		Director
    Hill House
    Wormshill
    ME9 0TS Sittingbourne
    Kent
    		United KingdomBritishCompany Director4504850002
    ROSS, David Thomas Mcleod
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		ScotlandBritishCompany Director54670002
    TEMPLETON, Richard
    15 Wiseton Road
    SW17 7EE London
    		Director
    15 Wiseton Road
    SW17 7EE London
    		BritishMerchant Banker36710740001
    USHER, Andrew Michael
    12 Blackford Road
    EM9 2DS Edinburgh
    Midlothian
    		Director
    12 Blackford Road
    EM9 2DS Edinburgh
    Midlothian
    		BritishPartner8245150001
    WALTER, Davina Jane
    Victoria Embankment
    EC4Y 0JP London
    60
    		Director
    Victoria Embankment
    EC4Y 0JP London
    60
    		EnglandBritishCompany Director16295520001
    View Detailed Information on Officers and People with Significant Control

    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