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JIRE - ETF AI Analysis
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JPMorgan International Research Enhanced Equity ETF (JIRE)
Rating:67Neutral
Price Target:
$78.00
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML Holding NV and SAFRAN SA, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Global Diversification
The ETF has exposure to a wide range of countries, including Japan, the UK, and France, reducing reliance on any single economy.
Low Expense Ratio
With an expense ratio of 0.24%, the ETF is cost-efficient compared to many actively managed funds, helping investors retain more of their returns.
Negative Factors
Underperforming Holding
SAP SE, one of the top holdings, has shown negative year-to-date performance, which could drag on the fund's overall returns.
Sector Concentration Risk
The ETF is heavily weighted toward Financials and Industrials, which could make it vulnerable if these sectors face downturns.
Limited U.S. Exposure
With only 3.4% allocated to U.S. companies, the fund may miss out on opportunities in the world's largest economy.
JIRE vs. SPDR S&P 500 ETF (SPY)
AUM9.04B
RegionDeveloped Markets
Expense Ratio0.24%
Beta0.72
IssuerJPMorgan
Inception DateJun 10, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume563,696
30 Day Avg. Volume453,145
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering212
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JIRE Summary
The JPMorgan International Research Enhanced Equity ETF (JIRE) is an investment fund that focuses on companies outside the United States, offering exposure to global markets. It includes a mix of large, mid, and small companies from various countries like Japan, the UK, and Germany, and covers industries such as financials, technology, and healthcare. Some well-known companies in the fund are Nestlé and AstraZeneca. Investors might consider JIRE for diversification, as it provides access to international markets and industries. However, new investors should be aware that the fund’s performance can be affected by global economic changes and currency fluctuations.
How much will it cost me?The JPMorgan International Research Enhanced Equity ETF (JIRE) has an expense ratio of 0.24%, which means you’ll pay $2.40 per year for every $1,000 invested. This is lower than the average for actively managed ETFs because it aims to balance costs while leveraging JPMorgan's research to enhance returns.
What would affect this ETF?JIRE's focus on developed markets outside North America and its exposure to sectors like Financials and Industrials could benefit from global economic growth and infrastructure investments. However, challenges such as rising interest rates or regulatory changes in key regions could negatively impact its holdings, particularly in sectors like Technology and Financials. Additionally, geopolitical tensions or slower growth in Europe could pose risks to its top holdings like ASML and AstraZeneca.
JIRE Top 10 Holdings
The JPMorgan International Research Enhanced Equity ETF (JIRE) leans heavily on developed markets outside North America, with a notable focus on financials and industrials. ASML Holding NV is a standout performer, riding strong revenue growth and profitability, while Nestlé offers steady gains despite margin pressures. AstraZeneca and Roche are contributing positively, buoyed by robust pipelines and strategic growth initiatives. However, SAP SE is lagging, weighed down by valuation concerns and mixed technical signals. The fund’s diverse sector exposure provides balance, but its reliance on a few key names in financials and healthcare shapes its trajectory.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.73% | $249.23M | €338.67B | 30.04% | 76 Outperform | |
| AstraZeneca | 2.21% | $201.37M | £210.77B | 35.66% | 76 Outperform | |
| Shell (UK) | 1.88% | $172.07M | £160.28B | 8.34% | 77 Outperform | |
| Siemens | 1.58% | $144.39M | €171.21B | 23.75% | 74 Outperform | |
| Banco Santander | 1.55% | $141.80M | €132.64B | 109.37% | 73 Outperform | |
| Nestlé SA | 1.52% | $138.46M | CHF200.72B | 14.93% | 71 Outperform | |
| Allianz | 1.45% | $132.48M | €138.13B | 26.09% | 67 Neutral | |
| SAFRAN SA | 1.37% | $125.30M | €124.53B | 37.27% | 67 Neutral | |
| Roche Holding AG | 1.35% | $123.05M | CHF248.32B | 34.30% | 73 Outperform | |
| SAP SE | 1.23% | $112.21M | €239.84B | -9.26% | 66 Neutral |
JIRE Technical Analysis
Neutral
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Price Trends
74.08
Negative
72.75
Positive
69.32
Positive
Market Momentum
-0.28
Positive
43.24
Neutral
12.29
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JIRE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 74.37, equal to the 50-day MA of 74.08, and equal to the 200-day MA of 69.32, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 43.24 is Neutral, neither overbought nor oversold. The STOCH value of 12.29 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JIRE.
JIRE Peer Comparison
Comparison Results
Performance Comparison
JIRE
JPMorgan International Research Enhanced Equity ETF
73.07
13.86
23.41%
FENI
Fidelity Enhanced International ETF
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CGIE
Capital Group International Equity ETF
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IMOM
Alpha Architect International Quantitative Momentum ETF
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AIVI
WisdomTree International AI Enhanced Value Fund
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QUIZ
Zacks Quality International ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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