JIRE
JPMorgan International Research Enhanced Equity ETF
JIRE is an actively managed ETF that provides exposure to stocks of any market capitalization from developed markets, excluding North America.
International
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 9.7 B
ASSETS UNDER MGMT
24 bp
EXPENSES
Fund Basics
| Inception date | Jun 10, 2022 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ASML HOLDING NV | 2.6 % |
| ASTRAZENECA PLC | 2.1 % |
| SHELL PLC | 1.8 % |
| BANCO SANTANDER SA | 1.7 % |
| SIEMENS AG-REG | 1.7 % |
| ALLIANZ SE-REG | 1.5 % |
| NESTLE SA-REG | 1.5 % |
| ROCHE HOLDING AG-BR | 1.4 % |
| BARCLAYS PLC | 1.3 % |
| UNICREDIT S.P.A. | 1.3 % |
Constituent Breakdown
| Number of holdings | 222 |
| Herfindahl-Hirschman Index | 81 |
| Wgt avg mkt cap (mns) | $110,950 |
| Large cap (>$10bn) | 97.3% |
| Mid cap ($2-10bn) | 1.4% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.0% |
| Emerging mkts. | 0.1% |
Sector Breakdown
Country Exposure
| JAPAN | 22.0 % | |
| BRITAIN | 17.2 % | |
| FRANCE | 12.0 % | |
| GERMANY | 11.5 % | |
| SWITZERLAND | 7.4 % | |
| AUSTRALIA | 6.9 % | |
| NETHERLANDS | 5.7 % | |
| SPAIN | 3.4 % | |
| SWEDEN | 2.7 % | |
| ITALY | 2.5 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 10.2% | 29.7% | 16.8% | 15.6% | -- | -- | -- | 14.4% |
| Dividend Yield | 0.0% | 3.9% | 3.5% | 3.4% | -- | -- | -- | 3.5% |
| Total Returns | 10.2% | 33.6% | 20.3% | 19.0% | -- | -- | -- | 17.9% | Ann. Volatility | 12.9% | 16.5% | 15.1% | 14.4% | -- | -- | -- | 15.8% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.66 | 61% |
| MSCI EAFE | 0.98 | 96% |
| MSCI Emg Mkts | 0.71 | 60% |
Liquidity Measures
| Avg. volume (000) | 656 |
| ADV traded (mns) | $48 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.05% |
Technical Indicators
| 30d moving avg. (EMA) | $77.83 |
| Relative strength (RSI) | 38 |
| MACD/Signal | -1.33/-0.79 |
| Bollinger Bands (Upper/Lower) | $83.88/$72.67 |
| Short interest (% of AUM) | 0.1% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. JIRE |
Expenses vs. JIRE |
ALTAR Score™ vs. JIRE |
|---|---|---|---|---|
| BBIN | JPMorgan BetaBuilders International Equity ETF | 59.9% | -17 bp | +0.1% |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 58.0% | +12 bp | -0.5% |
| GSID | Goldman Sachs MarketBeta International Equity ETF | 57.4% | -4 bp | 0.0% |
| HFXI | IQ FTSE International Equity Currency Neutral ETF | 55.4% | -4 bp | 0.0% |
| STXI | Strive International Developed Markets ETF | 55.1% | +5 bp | -0.1% |
| EFA | iShares MSCI EAFE ETF | 54.4% | +11 bp | -0.1% |
| DIVI | Franklin International Core Dividend Tilt Index ETF | 53.8% | -15 bp | +0.7% |
| EFAX | SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 52.6% | -4 bp | -0.2% |
| BKIE | BNY Mellon International Equity ETF | 52.5% | -20 bp | +0.1% |
| BBEU | JPMorgan BetaBuilders Europe ETF | 51.4% | -15 bp | +0.6% |
Risk and Returns: JIRE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 3/23/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
6.9%
ALTAR SCORE™
54th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 342 funds in the International Equity category with an average
ALTAR Score™ of 6.7% and a standard deviation
of 1.7%. JIRE's ALTAR Score™ is approximately 0.1 standard
deviations above the category average. This places JIRE in the 54th percentile
among funds in the category.
Sell-Side Consensus
$89.87
PRICE TARGET
+23.1%
UPSIDE