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Scottish Mortgage Investment Trust is a publicly traded investment trust based in Edinburgh, Scotland. It primarily focuses on investing in global public and private companies, spanning various industries such as technology, healthcare, and consumer goods. The trust is known for its long-term investment approach, emphasizing high-growth potential companies. Founded in 1909, Scottish Mortgage Investment Trust is managed by Baillie Gifford, a renowned independent investment management firm. Its extensive geographic footprint includes investments in North America, Europe, and Asia. The trust's strategic positioning is underscored by its ability to enter early and maintain significant positions in high-performing companies globally.

JPMorgan is a leading global financial services firm with operations in 66 countries and over 320,000 employees as of June 2026. Under the JPMorgan brands, the bank holding company boasts a $5.0 trillion balance sheet and $2.71 trillion in deposits, as of June 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.6 trillion in client assets within its wealth and asset management franchise.