JIRE - ETF AI Analysis
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JPMorgan International Research Enhanced Equity ETF (JIRE)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Balanced International Diversification
Holdings spread across major markets like Japan, the UK, France, and Germany help reduce reliance on any single country.
Competitive Expense Ratio
The fund’s expense ratio is relatively low for an actively managed international equity strategy, allowing more of the returns to stay with investors.
Negative Factors
Mixed Performance Among Top Holdings
While some leading positions like ASML, Shell, and HSBC have performed strongly, others such as Nestlé, Toyota, Roche, and Safran have been weak, creating uneven contribution to returns.
Heavy Tilt Toward a Few Countries
Large weights in Japan and the UK mean the fund is especially sensitive to economic and market conditions in those markets.
Sector Concentration in Financials and Broad ‘General’ Bucket
A sizable allocation to financials and a large, catch-all ‘General’ sector exposure may increase risk if those areas face a downturn.
JIRE vs. SPDR S&P 500 ETF (SPY)
AUM10.89B
RegionDeveloped Markets
Expense Ratio0.24%
Beta0.76
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. Volume613,180
30 Day Avg. Volume551,684
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
92.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering206
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JIRE Summary
JPMorgan International Research Enhanced Equity ETF (JIRE) is an international stock fund that invests in companies outside the United States, using JPMorgan’s research instead of tracking a set index. It holds a wide mix of large, mid, and small companies across many countries like Japan, the UK, and France, and across sectors such as financials, health care, and technology. Well-known holdings include ASML, Nestlé, Toyota, and HSBC. Someone might invest in JIRE for global diversification and long-term growth potential. A key risk is that international stocks can be volatile and can go up or down with global markets and currency swings.
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
JIRE leans heavily into developed markets outside North America, with a clear tilt toward European industrials, financials, and global blue chips. ASML is the star of the show, rising strongly and giving the fund a powerful tech engine, while Siemens and BHP add steady industrial and commodities muscle. On the financial side, HSBC and UniCredit are generally supportive, though their momentum has been a bit mixed. Defensive giants like Nestlé and AstraZeneca are losing steam, acting more like ballast than boosters for recent performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.41% | $364.35M | €546.47B | 114.08% | 76 Outperform | |
| AstraZeneca | 1.98% | $211.95M | $290.33B | 33.16% | 80 Outperform | |
| Siemens | 1.78% | $189.56M | €210.96B | 22.96% | 74 Outperform | |
| Shell (UK) | 1.50% | $160.13M | £178.59B | 30.57% | 73 Outperform | |
| HSBC Holdings | 1.41% | $150.52M | £236.14B | 59.79% | 80 Outperform | |
| Allianz | 1.37% | $146.48M | €148.07B | 10.35% | 67 Neutral | |
| Nestlé SA | 1.35% | $144.45M | CHF202.64B | -7.29% | 71 Outperform | |
| Roche Holding AG | 1.28% | $136.84M | $339.59B | 31.25% | 73 Outperform | |
| BHP Group Ltd | 1.25% | $133.43M | AU$305.45B | 74.38% | 68 Neutral | |
| UniCredit SpA | 1.22% | $130.31M | €111.72B | 32.71% | 75 Outperform |
JIRE Technical Analysis
Positive
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Price Trends
78.52
Positive
78.70
Positive
75.35
Positive
Market Momentum
0.54
Negative
57.83
Neutral
88.13
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JIRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 80.03, equal to the 50-day MA of 78.52, and equal to the 200-day MA of 75.35, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 57.83 is Neutral, neither overbought nor oversold. The STOCH value of 88.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JIRE.
JIRE Peer Comparison
Comparison Results
Performance Comparison
JIRE
JPMorgan International Research Enhanced Equity ETF
81.36
14.28
21.29%
FENI
Fidelity Enhanced International ETF
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IMOM
Alpha Architect International Quantitative Momentum ETF
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QUIZ
Zacks Quality International ETF
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TACN
T. Rowe Price Active Core International Equity ETF
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JIDE
JPMorgan International Dynamic 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.
DisclaimerThis 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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