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 delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Leading Semiconductor Holdings
Top positions like ASML and Tokyo Electron have posted very strong gains, helping drive the fund’s overall returns.
Broad International Diversification
The fund spreads its investments across many developed markets such as Japan, the UK, Germany, and France, reducing reliance on any single country.
Negative Factors
Heavy Exposure to Financials
A sizable allocation to banks and other financial companies means the fund can be sensitive to changes in interest rates and financial sector stress.
Mixed Performance Among Top Holdings
While several major positions have performed well, some like AstraZeneca have been weak, which can offset gains from stronger stocks.
Limited U.S. Market Exposure
Only a small portion of the portfolio is invested in U.S. companies, so investors relying on this ETF alone may miss some of the U.S. market’s potential growth.
JIRE vs. SPDR S&P 500 ETF (SPY)
AUM11.27B
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. Volume571,480
30 Day Avg. Volume469,610
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
95.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering203
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JIRE Summary
JPMorgan International Research Enhanced Equity ETF (JIRE) is a global stock fund that focuses on companies outside the U.S., using JPMorgan’s research instead of tracking a single index. It owns a wide mix of businesses from countries like Japan, the UK, and Germany, across many sectors such as financials, industrials, and technology. Well-known holdings include ASML and Nestlé. Someone might invest in JIRE to diversify beyond the U.S. and tap into long-term growth in international markets. A key risk is that global stock prices can rise and fall significantly, and foreign markets can be more volatile than U.S. stocks.
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 Europe and other developed markets outside North America, with a clear tilt toward financials and a few industrial and health care heavyweights. ASML has been one of the fund’s main engines, rising over the year even if its recent momentum has cooled. Big banks like HSBC and UniCredit are also pulling their weight, helping drive gains alongside a steady Siemens. On the flip side, AstraZeneca and Nestlé have been losing steam, acting as mild brakes on performance rather than full-on anchors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.49% | $389.06M | €547.84B | 135.43% | 76 Outperform | |
| Siemens | 1.78% | $198.73M | €215.45B | 31.27% | 74 Outperform | |
| AstraZeneca | 1.70% | $189.16M | $263.99B | 3.27% | 80 Outperform | |
| Shell (UK) | 1.55% | $173.22M | £187.43B | 26.98% | 73 Outperform | |
| HSBC Holdings | 1.54% | $172.33M | £270.81B | 72.84% | 80 Outperform | |
| Allianz | 1.51% | $168.67M | €163.79B | 25.85% | 67 Neutral | |
| Banco Santander | 1.36% | $152.25M | €180.75B | 65.23% | 73 Outperform | |
| UniCredit SpA | 1.34% | $149.23M | €123.06B | 29.92% | 75 Outperform | |
| Nestlé SA | 1.33% | $148.96M | CHF208.38B | 11.94% | 71 Outperform | |
| Roche Holding AG | 1.32% | $147.35M | $348.49B | 38.24% | 73 Outperform |
JIRE Technical Analysis
Positive
―
Price Trends
81.97
Positive
80.13
Positive
78.01
Positive
Market Momentum
0.64
Negative
62.74
Neutral
93.00
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 82.64, equal to the 50-day MA of 81.97, and equal to the 200-day MA of 78.01, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 62.74 is Neutral, neither overbought nor oversold. The STOCH value of 93.00 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
84.84
16.55
24.23%
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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JIDE
JPMorgan International Dynamic ETF
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ENHI
iShares Enhanced International Active 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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