Key stats
About JPMorgan International Research Enhanced Equity ETF
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Inception date
Jun 10, 2022
Structure
Open-Ended Fund
Replication method
Physical
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.
ISIN
US46641Q1343
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.
Related funds
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
JIRE assets under management is 8.20 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
JIRE invests in stocks. See more details in our Analysis section.
JIRE expense ratio is 0.24%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, JIRE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, JIRE pays dividends to its holders with the dividend yield of 2.48%.
JIRE shares are issued by JPMorgan Chase & Co.
JIRE follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jun 10, 2022.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.