JPMorgan Japanese Investment Trust (JFJ) — Long-term Investment Intensity

Latest as of September 2025: 94.9%

JPMorgan Japanese Investment Trust (JFJ) has a Long-term Investment Intensity of 94.9% as of September 2025. Long-term investments of GBX1.22 Billion represent 94.9% of total assets of GBX1.29 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See how liquid is JPMorgan Japanese Investment Trust's working capital to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

94.9%
LT Investments / Total Assets

Long-term Investments

GBX1.22 Billion
GBX

Total Assets

GBX1.29 Billion
GBX

Country

UK
LSE

JPMorgan Japanese Investment Trust Long-term Investment Intensity (2015–2025)

This chart shows how JPMorgan Japanese Investment Trust's Long-term Investment Intensity has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the intensity stands at 94.9%, reflecting long-term investments of GBX1.22 Billion against total assets of GBX1.29 Billion GBX. For the complete balance sheet picture, see JFJ total assets.

Annual Long-term Investment Intensity for JPMorgan Japanese Investment Trust (2015–2025)

The table below presents the year-by-year Long-term Investment Intensity for JPMorgan Japanese Investment Trust from 2015 to 2025, covering 11 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read JPMorgan Japanese Investment Trust (JFJ) total liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2025 94.9% GBX1.22 Billion GBX1.29 Billion ▼ -2.2 pp
2024 97.1% GBX970.43 Million GBX999.35 Million ▼ -1.2 pp
2023 98.3% GBX859.29 Million GBX874.40 Million ▲ +2.4 pp
2022 95.9% GBX815.79 Million GBX850.92 Million ▼ -2.9 pp
2021 98.7% GBX1.30 Billion GBX1.32 Billion ▼ -0.7 pp
2020 99.5% GBX1.23 Billion GBX1.24 Billion ▲ +0.1 pp
2019 99.3% GBX923.82 Million GBX930.00 Million ▲ +0.8 pp
2018 98.6% GBX976.72 Million GBX991.00 Million ▼ -0.5 pp
2017 99.0% GBX771.14 Million GBX778.55 Million ▲ +0.4 pp
2016 98.6% GBX683.86 Million GBX693.44 Million ▲ +8.4 pp
2015 90.3% GBX493.28 Million GBX546.52 Million
pp = percentage points