JPMorgan US Smaller IT (LSE:JUSC) ROE % Adjusted to Book Value: 2.27% (As of Dec. 2025)


LSE:JUSC JPMorgan US Smaller Companies IT PLC LSE:JUSC
40 GF Score
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What is JPMorgan US Smaller IT ROE % Adjusted to Book Value?

JPMorgan US Smaller IT LSE:JUSC +1.05% 40 ROE % Adjusted to Book Value is 2.27% as of Dec. 2025. GuruFocus rates LSE:JUSC with a GF Score™ of 40/100. The stock has 3 warning signs investors should review.

JPMorgan US Smaller IT's ROE % for the quarter that ended in Dec. 2025 was 2.11%. JPMorgan US Smaller IT's PB Ratio for the quarter that ended in Dec. 2025 was 0.93. JPMorgan US Smaller IT's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 2.27%.

JPMorgan US Smaller IT ROE % Adjusted to Book Value Related Terms

JPMorgan US Smaller IT ROE % Adjusted to Book Value Historical Data

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The historical data trend for JPMorgan US Smaller IT's ROE % Adjusted to Book Value 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 US Smaller IT ROE % Adjusted to Book Value Chart

JPMorgan US Smaller IT Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 16.00 -9.37 4.63 10.04 -14.37

JPMorgan US Smaller IT Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value 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 8.60 1.11 19.40 -30.59 2.27

LSE:JUSC vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, JPMorgan US Smaller IT's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 US Smaller IT ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan US Smaller IT's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where JPMorgan US Smaller IT's ROE % Adjusted to Book Value falls into.


LSE:JUSC
40GF Score
JPMorgan US Smaller Companies IT PLC LSE:JUSC
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan US Smaller IT ROE % Adjusted to Book Value Calculation

JPMorgan US Smaller IT's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-13.36% / 0.93
=-14.37%

JPMorgan US Smaller IT's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=2.11% / 0.93
=2.27%

* 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.

What does a ROE % Adjusted to Book Value of 2.27% mean?
JPMorgan US Smaller IT (LSE:JUSC) has a ROE % Adjusted to Book Value of 2.27% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on JPMorgan US Smaller IT and its competitors.
Is JPMorgan US Smaller IT's ROE % Adjusted to Book Value too high?
JPMorgan US Smaller IT's current ROE % Adjusted to Book Value is 2.27%. Overall, JPMorgan US Smaller IT has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan US Smaller IT's ROE % Adjusted to Book Value compare to BLK and BX?
JPMorgan US Smaller IT's ROE % Adjusted to Book Value of 2.27% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on JPMorgan US Smaller IT and its competitors. JPMorgan US Smaller IT's current ROE % Adjusted to Book Value is 2.27%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan US Smaller IT stock overvalued right now?
JPMorgan US Smaller IT (LSE:JUSC) has a current ROE % Adjusted to Book Value of 2.27%. The current ROE % Adjusted to Book Value is 2.27%. JPMorgan US Smaller IT's overall GF Score™ is 40/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For JPMorgan US Smaller IT (LSE:JUSC), the current ROE % Adjusted to Book Value is 2.27% as of Dec. 2025. 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 US Smaller IT Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan US Smaller Companies IT PLC is a UK-based investment company. It aims to achieve capital growth by investing in U.S. smaller companies. The company invests in a diversified portfolio and employs a manager with a focus on research and identifying attractive stocks in the U.S. smaller companies' universe. It reviews its performance against the Russell 2000 Index total return with net dividends reinvested, expressed in sterling terms which represent smaller companies' index, and is rebalanced annually to represent the bottom 10% by market capitalization of all quoted companies in the U.S.
40GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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