JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Tax Rate %: 0.21% (As of Jan. 2026)

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LSE:JUGI JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
29 GF Score
Price £3.59
! 5 Warning Signs
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What is JPMorgan UK Small Cap Growth &ome Tax Rate %?

JPMorgan UK Small Cap Growth &ome LSE:JUGI +0.70% 29 Tax Rate % is 0.21% as of Jan. 2026. GuruFocus rates LSE:JUGI with a GF Score™ of 29/100. The stock has 5 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. JPMorgan UK Small Cap Growth &ome's Tax Expense for the six months ended in Jan. 2026 was £0.05 Mil. JPMorgan UK Small Cap Growth &ome's Pre-Tax Income for the six months ended in Jan. 2026 was £21.51 Mil. Therefore, JPMorgan UK Small Cap Growth &ome's Tax Rate % for the quarter that ended in Jan. 2026 was 0.21%.

JPMorgan UK Small Cap Growth &ome Tax Rate % Related Terms

JPMorgan UK Small Cap Growth &ome Tax Rate % Historical Data

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The historical data trend for JPMorgan UK Small Cap Growth &ome's Tax Rate % 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 Tax Rate % Chart

JPMorgan UK Small Cap Growth &ome Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.01 -0.13 -0.28 0.00 -2.51

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
Tax Rate % 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 0.00 -0.12 0.08 0.21
LSE:JUGI
29GF Score
JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan UK Small Cap Growth &ome Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

JPMorgan UK Small Cap Growth &ome's Tax Rate % for the fiscal year that ended in Jul. 2025 is calculated as

Tax Rate %=Tax Expense (A: Jul. 2025 )/Pre-Tax Income (A: Jul. 2025 )
=0.074/-2.943
=-2.51 %

JPMorgan UK Small Cap Growth &ome's Tax Rate % for the quarter that ended in Jan. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Jan. 2026 )/Pre-Tax Income (Q: Jan. 2026 )
=0.046/21.505
=0.21 %

* 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 Tax Rate % →
What does a Tax Rate % of 0.21% mean?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a Tax Rate % of 0.21% as of Jan. 2026.
Is JPMorgan UK Small Cap Growth &ome's Tax Rate % too high?
JPMorgan UK Small Cap Growth &ome's current Tax Rate % is 0.21%. Overall, JPMorgan UK Small Cap Growth &ome has a GF Score™ of 29/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan UK Small Cap Growth &ome's Tax Rate % compare to BLK and BX?
JPMorgan UK Small Cap Growth &ome's Tax Rate % of 0.21% 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 Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. JPMorgan UK Small Cap Growth &ome's current Tax Rate % is 0.21%. 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 Tax Rate % of 0.21%. The current Tax Rate % is 0.21%. JPMorgan UK Small Cap Growth &ome's overall GF Score™ is 29/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For JPMorgan UK Small Cap Growth &ome (LSE:JUGI), the current Tax Rate % is 0.21% 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.
29GF Score

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Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.59
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