JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Debt-to-Equity: 0.00 (As of Jan. 2026)

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LSE:JUGI JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
30 GF Score
Price £3.36
! 4 Warning Signs
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What is JPMorgan UK Small Cap Growth &ome Debt-to-Equity?

JPMorgan UK Small Cap Growth &ome LSE:JUGI -0.15% 30 Debt-to-Equity is 0.00 as of Jan. 2026. GuruFocus rates LSE:JUGI with a GF Score™ of 30/100. The stock has 4 warning signs investors should review. Among 928 Asset Management companies, JPMorgan UK Small Cap Growth &ome ranks better than 63.25% on this metric.

JPMorgan UK Small Cap Growth &ome's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Jan. 2026 was £0.00 Mil. JPMorgan UK Small Cap Growth &ome's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Jan. 2026 was £0.00 Mil. JPMorgan UK Small Cap Growth &ome's Total Stockholders Equity for the quarter that ended in Jan. 2026 was £467.97 Mil. JPMorgan UK Small Cap Growth &ome's debt to equity for the quarter that ended in Jan. 2026 was 0.00.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for JPMorgan UK Small Cap Growth &ome's Debt-to-Equity or its related term are showing as below:

LSE:JUGI' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.1   Med: 0.11   Max: 0.13
Current: 0.13

During the past 13 years, the highest Debt-to-Equity Ratio of JPMorgan UK Small Cap Growth &ome was 0.13. The lowest was 0.10. And the median was 0.11.

LSE:JUGI's Debt-to-Equity is ranked better than
63.25% of 928 companies
in the Asset Management industry
Industry Median: 0.22 vs LSE:JUGI: 0.13

JPMorgan UK Small Cap Growth &ome  (LSE:JUGI) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.


Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.


JPMorgan UK Small Cap Growth &ome Debt-to-Equity Related Terms


JPMorgan UK Small Cap Growth &ome Debt-to-Equity Historical Data

* Premium members only.

The historical data trend for JPMorgan UK Small Cap Growth &ome's Debt-to-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

JPMorgan UK Small Cap Growth &ome Debt-to-Equity Chart

JPMorgan UK Small Cap Growth &ome Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Debt-to-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.10 0.10 0.11 0.11 0.13

JPMorgan UK Small Cap Growth &ome Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Debt-to-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.11 0.00 0.13 0.00

LSE:JUGI vs BLK, BX, KKR: Debt-to-Equity Comparison

For the Asset Management subindustry, JPMorgan UK Small Cap Growth &ome's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan UK Small Cap Growth &ome Debt-to-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's Debt-to-Equity falls into.


LSE:JUGI
30GF Score
JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
Debt-to-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan UK Small Cap Growth &ome Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

JPMorgan UK Small Cap Growth &ome's Debt to Equity Ratio for the fiscal year that ended in Jul. 2025 is calculated as

JPMorgan UK Small Cap Growth &ome's Debt to Equity Ratio for the quarter that ended in Jan. 2026 is calculated as

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Debt-to-Equity →
What does a Debt-to-Equity of 0.00 mean?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a Debt-to-Equity of 0.00 as of Jan. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. Over the past decade, JPMorgan UK Small Cap Growth &ome's Debt-to-Equity has ranged from 0.10 to 0.13. According to the industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #341 out of 928 companies in the Asset Management industry, placing it in the top 36.7%.
Is JPMorgan UK Small Cap Growth &ome's Debt-to-Equity too high?
JPMorgan UK Small Cap Growth &ome's current Debt-to-Equity is 0.00. Over the past 10 years, this metric has ranged from a low of 0.10 to a high of 0.13. Based on the distribution chart, JPMorgan UK Small Cap Growth &ome ranks #341 out of 928 companies in the Asset Management industry, which is above the industry midpoint. Overall, JPMorgan UK Small Cap Growth &ome has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan UK Small Cap Growth &ome's Debt-to-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #341 out of 928 companies for Debt-to-Equity. This puts JPMorgan UK Small Cap Growth &ome in the upper half of its industry. The industry median Debt-to-Equity is 0.22. Historically, JPMorgan UK Small Cap Growth &ome's own Debt-to-Equity has ranged from 0.10 to 0.13 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.22, based on 928 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan UK Small Cap Growth &ome's current Debt-to-Equity is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan UK Small Cap Growth &ome stock overvalued right now?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a current Debt-to-Equity of 0.00. The current Debt-to-Equity is 0.00. JPMorgan UK Small Cap Growth &ome's overall GF Score™ is 30/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For JPMorgan UK Small Cap Growth &ome (LSE:JUGI), the current Debt-to-Equity is 0.00 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

JPMorgan UK Small Cap Growth &ome Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan UK Small Cap Growth & Income PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.
30GF Score

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