JIRE - ETF AI Analysis

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JPMorgan International Research Enhanced Equity ETF (JIRE)

Rating:67Neutral

Price Target:―

JIRE, the JPMorgan International Research Enhanced Equity ETF, has a solid overall rating that reflects a portfolio led by strong global companies with healthy finances and generally positive outlooks. High-quality holdings like AstraZeneca and HSBC stand out for their strong financial performance, positive earnings commentary, and reasonable valuations, which support the fund’s quality. The main risk is that several key positions, such as Allianz and Safran, face issues like bearish momentum, profitability challenges, or higher valuations, which can introduce volatility even within this otherwise well-diversified international mix.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Broad International Diversification

Holdings spread across many countries such as Japan, the UK, Germany, and France help reduce the impact of weakness in any single market.

Reasonable Expense Ratio for Active Approach

The fund’s expense ratio is relatively low for an actively managed international equity strategy, allowing investors to keep more of their returns.

Negative Factors

Heavy Tilt Toward Financials

A large share of the portfolio is in financial stocks, which can make the fund more sensitive to banking and interest-rate risks.

Mixed Performance Among Top Holdings

While some major positions like ASML and Siemens have performed strongly, others such as AstraZeneca, Allianz, and Nestlé have been weak, creating uneven contribution to returns.

Limited U.S. Exposure

The ETF has only a small allocation to U.S. stocks, which may cause it to lag if U.S. markets outperform other regions.

JIRE vs. SPDR S&P 500 ETF (SPY)

AUM10.33B

RegionDeveloped Markets

Expense Ratio0.24%

Beta0.71

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. Volume635,375

30 Day Avg. Volume648,904

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

89.14

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering210

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JIRE Summary

JPMorgan International Research Enhanced Equity ETF (JIRE) is an actively managed fund that invests in stocks from many countries outside the U.S., rather than tracking a single index. It holds a wide mix of companies of different sizes and sectors, including well-known names like ASML, Nestlé, and AstraZeneca, with large exposure to markets such as Japan, the UK, and Germany. Someone might invest in JIRE to diversify beyond U.S. stocks and tap into long-term growth in global markets. A key risk is that international stock prices can be volatile and move sharply with global economic and currency changes.

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 is leaning heavily into overseas financials and industrials, with banks like Banco Santander and HSBC helping to pull the fund higher as their shares have been rising in recent months. ASML is another key engine, with its strong run in global chip equipment adding extra horsepower. On the defensive side, Roche has been steady to rising, offering some ballast from health care. Offsetting that strength, consumer giant Nestlé has been losing steam, and Allianz has shown weaker momentum, slightly dragging on this developed-markets-ex-North-America mix.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	3.10%	$318.95M	€458.08B	65.28%	76 Outperform
AZN	AstraZeneca	2.15%	$221.31M	£240.67B	32.62%	80 Outperform
SHEL	Shell (UK)	1.71%	$175.60M	£162.01B	7.18%	73 Outperform
SIE	Siemens	1.69%	$173.70M	€183.95B	10.13%	74 Outperform
SAN	Banco Santander	1.50%	$153.78M	€152.81B	83.93%	73 Outperform
ROG	Roche Holding AG	1.43%	$147.04M	CHF294.92B	46.38%	73 Outperform
NESN	Nestlé SA	1.39%	$142.41M	CHF199.86B	12.90%	71 Outperform
ALV	Allianz	1.34%	$138.17M	€141.03B	11.91%	67 Neutral
HSBA	HSBC Holdings	1.31%	$134.66M	£218.16B	37.91%	80 Outperform
NOVN	Novartis AG	1.27%	$130.90M	CHF244.33B	30.12%	80 Outperform

JIRE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

76.89

Positive

100DMA

74.49

Positive

200DMA

71.43

Positive

Market Momentum

MACD

1.32

Negative

RSI

66.72

Neutral

STOCH

82.35

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 79.35, equal to the 50-day MA of 76.89, and equal to the 200-day MA of 71.43, indicating a bullish trend. The MACD of 1.32 indicates Negative momentum. The RSI at 66.72 is Neutral, neither overbought nor oversold. The STOCH value of 82.35 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JIRE	―	―	$10.33B	0.24%	―
FENI	―	―	$7.90B	0.28%	―
IMOM	―	―	$145.44M	0.38%	―
QUIZ	―	―	$67.89M	0.56%	―
TACN	―	―	$18.00M	0.00%	―
PQNT	―	―	$10.13M	0.30%	―

Performance Comparison

JIRE

JPMorgan International Research Enhanced Equity ETF

81.47

19.98

32.49%

FENI

Fidelity Enhanced International ETF

―

IMOM

Alpha Architect International Quantitative Momentum ETF

―

QUIZ

Zacks Quality International ETF

―

TACN

T. Rowe Price Active Core International Equity ETF

―

PQNT

Pictet AI Enhanced International Equity ETF

―

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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