Symbols

JIRE

·ARCA

--(--)

Key Stats

Assets Under Management

9.66BUSD

Fund Flows (1Y)

1.51BUSD

Dividend Yield

2.31%

Discount/Premium to NAV

0.17%

Shares Outstanding

127.33M

Expense Ratio

0.24%

About JPMorgan International Research Enhanced Equity ETF

Issuer

J.P. Morgan Investment Management Inc.

Brand

JPMorgan

Home Page

https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-international-research-enhanced-equity-etf-etf-shares-46641q134

Inception Date

Jun 10, 2022

Structure

Open-Ended Fund

Index Tracked

MSCI EAFE Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

JPMorgan Investment Management, Inc.

Distributor

JPMorgan Distribution Services, Inc.

JIRE invests in stocks of various market capitalization from developed markets, excluding North America. The fund aims to outperform the MSCI Europe, Australasia, EAFE Index by employing a combination of fundamental research and disciplined portfolio construction. Through its fundamental research, stocks are ranked within each sector group based on perceived relative value. Undervalued stocks are normally overweighted, while overvalued securities are underweighted. The adviser also considers risks from certain ESG factors. The fund manager has full discretion to add or remove stocks from the portfolio at any time. The fund may also use exchange-traded futures and currency forwards. Prior to June 13, 2022, the fund was a mutual fund called JPMorgan International Research Enhanced Equity Fund before converting to an actively managed ETF structure, starting with $5.4 billion in net assets.

Classification

Asset Class

Equity

	1-Month	3-Month	YTD	1-Year	3-Year	5-Year
Price Performance	+0.72%	+3.69%	+30.48%	+24.74%	+57.94%	+0.56%
NAV Total Return	+2.78%	+4.22%	+30.92%	+23.43%	+45.60%	+56.68%

No data is currently available

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Holdings Analysis

Sector

Financial Services

25.16%

Industrials

19.17%

Healthcare

11.42%

Technology

11.19%

Consumer Cyclical

8.69%

Consumer Defensive

7.25%

Basic Materials

4.67%

Utilities

4.39%

Communication Services

3.65%

Asset

Region

66.35%

25.9%

6.98%

0.78%

Investment Style

Mega

Large

Medium

Multi

Small

Value

Blend

Growth

Multi-Cap Blend

Provides exposure to companies of various sizes that exhibit both growth and value characteristics. This category offers a diversified portfolio with a mix of market caps.

See more ETFs with the same investment style