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JPMorgan Japanese Investment TrustLSE:JFJ 34 3-1 Month Momentum % is 11.00% as of Sep. 15, 2026. GuruFocus rates LSE:JFJ with a GF Score™ of 34/100. The stock has 4 warning signs investors should review. Among 1,628 Asset Management companies, JPMorgan Japanese Investment Trust ranks better than 86.49% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-09-15), JPMorgan Japanese Investment Trust's 3-1 Month Momentum % is 11.00%.
JPMorgan Japanese Investment Trust (LSE:JFJ) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
JPMorgan Japanese Investment Trust 3-1 Month Momentum % Related Terms
LSE:JFJ vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, JPMorgan Japanese Investment Trust's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 Japanese Investment Trust 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan Japanese Investment Trust's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where JPMorgan Japanese Investment Trust's 3-1 Month Momentum % falls into.
JPMorgan Japanese Investment Trust (LSE:JFJ) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* 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 Japanese Investment Trust (LSE:JFJ) has a 3-1 Month Momentum % of 11.00% as of Sep. 15, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on JPMorgan Japanese Investment Trust and its competitors. According to the industry distribution chart, JPMorgan Japanese Investment Trust ranks #220 out of 1628 companies in the Asset Management industry, placing it in the top 13.5%.
Is JPMorgan Japanese Investment Trust's 3-1 Month Momentum % too high?
JPMorgan Japanese Investment Trust's current 3-1 Month Momentum % is 11.00%. The Asset Management industry median 3-1 Month Momentum % is 0.58. JPMorgan Japanese Investment Trust's value of 11.00% is 1796.6% above this industry median. Based on the distribution chart, JPMorgan Japanese Investment Trust ranks #220 out of 1628 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan Japanese Investment Trust has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Japanese Investment Trust's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Japanese Investment Trust ranks #220 out of 1628 companies for 3-1 Month Momentum %. This places JPMorgan Japanese Investment Trust in the top 14% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 0.58. JPMorgan Japanese Investment Trust's value of 11.00% is 1796.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.58, based on 1,628 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan Japanese Investment Trust's current 3-1 Month Momentum % of 11.00% is 1796.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on JPMorgan Japanese Investment Trust and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan Japanese Investment Trust's current 3-1 Month Momentum % is 11.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Japanese Investment Trust stock overvalued right now?
JPMorgan Japanese Investment Trust (LSE:JFJ) has a current 3-1 Month Momentum % of 11.00%. The current 3-1 Month Momentum % is 11.00% and 1796.6% above the Asset Management industry median of 0.58. JPMorgan Japanese Investment Trust's overall GF Score™ is 34/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For JPMorgan Japanese Investment Trust (LSE:JFJ), the current 3-1 Month Momentum % is 11.00% as of Sep. 15, 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 Japanese Investment Trust PLC is an investment trust with the objective to provide shareholders with capital growth from investment in Japanese companies. The trust considers its benchmark as the Tokyo Stock Exchange First Section Index(TOPIX). The Company is managed with an unconstrained investment approach to deliver a high conviction, high-quality, and growth-focused portfolio, investing in companies of all sizes with the potential to compound earnings over the long term.
34GF Score
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