JPMorgan Japanese Investment Trust (LSE:JFJ) Tax Rate %: 5.19% (As of Mar. 2026)

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LSE:JFJ JPMorgan Japanese Investment Trust PLC LSE:JFJ
41 GF Score
Price £8.58
! 4 Warning Signs
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What is JPMorgan Japanese Investment Trust Tax Rate %?

JPMorgan Japanese Investment Trust LSE:JFJ 41 Tax Rate % is 5.19% as of Mar. 2026. GuruFocus rates LSE:JFJ with a GF Score™ of 41/100. The stock has 4 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. JPMorgan Japanese Investment Trust's Tax Expense for the six months ended in Mar. 2026 was £1.1 Mil. JPMorgan Japanese Investment Trust's Pre-Tax Income for the six months ended in Mar. 2026 was £20.7 Mil. Therefore, JPMorgan Japanese Investment Trust's Tax Rate % for the quarter that ended in Mar. 2026 was 5.19%.

JPMorgan Japanese Investment Trust Tax Rate % Related Terms

JPMorgan Japanese Investment Trust Tax Rate % Historical Data

* Premium members only.

The historical data trend for JPMorgan Japanese Investment Trust'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 Japanese Investment Trust Tax Rate % Chart

JPMorgan Japanese Investment Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.03 -0.35 2.61 0.79 0.74

JPMorgan Japanese Investment Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 0.49 2.16 4.43 0.40 5.19
LSE:JFJ
41GF Score
JPMorgan Japanese Investment Trust PLC LSE:JFJ
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Japanese Investment Trust Tax Rate % Calculation

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

JPMorgan Japanese Investment Trust's Tax Rate % for the fiscal year that ended in Sep. 2025 is calculated as

Tax Rate %=Tax Expense (A: Sep. 2025 )/Pre-Tax Income (A: Sep. 2025 )
=1.797/243.196
=0.74 %

JPMorgan Japanese Investment Trust's Tax Rate % for the quarter that ended in Mar. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Mar. 2026 )/Pre-Tax Income (Q: Mar. 2026 )
=1.075/20.697
=5.19 %

* 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 5.19% mean?
JPMorgan Japanese Investment Trust (LSE:JFJ) has a Tax Rate % of 5.19% as of Mar. 2026.
Is JPMorgan Japanese Investment Trust's Tax Rate % too high?
JPMorgan Japanese Investment Trust's current Tax Rate % is 5.19%. Overall, JPMorgan Japanese Investment Trust has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Japanese Investment Trust's Tax Rate % compare to BLK and BX?
JPMorgan Japanese Investment Trust's Tax Rate % of 5.19% 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 Japanese Investment Trust's current Tax Rate % is 5.19%. 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 Tax Rate % of 5.19%. The current Tax Rate % is 5.19%. JPMorgan Japanese Investment Trust's overall GF Score™ is 41/100 with 4 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 Japanese Investment Trust (LSE:JFJ), the current Tax Rate % is 5.19% as of Mar. 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 Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
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.
41GF Score

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

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