ETF Evaluator:
JPMorgan International Rsrch Enh Eq ETF ()
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(as of Aug 26)
Best Performing in Foreign Large Blend Over the Last Year
| 53.2% | Pacer Nasdaq International Ptnt Ldrs ETF (PATN) |
| 37.0% | Touchstone Dynamic International ETF (TDI) |
| 36.8% | Harbor International Equity ETF (EPIN) |
| 34.8% | First Eagle Overseas Equity ETF (FEOE) |
| 33.8% | Lazard International Dynamic Equity ETF (IDEQ) |
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ETF Details
JPMorgan International Rsrch Enh Eq ETF Overview
JPMorgan International Rsrch Enh Eq ETF (JIRE) is an actively managed International Equity Foreign Large Blend exchange-traded fund (ETF). JPMorgan launched the ETF in 1992.
The investment seeks to provide long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.
About JPMorgan International Rsrch Enh Eq ETF (JIRE)
There are 4 members of the management team with an average tenure of 5.60 years: Piera Grassi (2016), Nicholas Farserotu (2020), Winnie Cheung (2020) and Sebastian Wiseman (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 1 primary benchmark: MSCI EAFE NR USD index with a weighting of 100%. JPMorgan International Rsrch Enh Eq ETF has 210 securities in its portfolio. The top 10 holdings constitute 16.9% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
JPMorgan International Rsrch Enh Eq ETF is part of the Equity global asset class and is within the International Equity ETF group. JPMorgan International Rsrch Enh Eq ETF has 97.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.2% There is 97.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). JPMorgan International Rsrch Enh Eq ETF has 0.6% of the portfolio in cash.
Assets Under Management
The fund has $11 billion in total assets, which is above the $9 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
JIRE Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The JPMorgan International Rsrch Enh Eq ETF expense ratio is below average compared to funds in the Foreign Large Blend category. JPMorgan International Rsrch Enh Eq ETF has an expense ratio of 0.24%, which is 39% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. JPMorgan International Rsrch Enh Eq ETF has a portfolio turnover rate of 25%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 38% for the Foreign Large Blend category.
Recently, in the month of July 2026, JPMorgan International Rsrch Enh Eq ETF returned 1.2%, which earned it a grade of C, as the Foreign Large Blend category had an average return of 1.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
JPMorgan International Rsrch Enh Eq ETF has a trailing yield of 2.68%, which is above the 2.56% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
JPMorgan International Rsrch Enh Eq ETF Grades
Year to date, the ETF has returned 11.4%, 0.7 percentage points worse than the category, which translates into a grade of D. The fund has returned 24.9% over the past year (grade of C), 15.9% over the past three years (grade of D) and 9.9% per year over the past five years (grade of B) and 9.3% per year over the past 10 years (grade of D).
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JIRE Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| JIRE Return (NAV) | 1.2% | 4.6% | 24.9% | 15.9% | 9.9% | 9.3% |
| JIRE Return (Price) | 1.2% | 4.6% | 24.3% | 15.8% | 9.9% | 9.3% |
| NAV +/- Price Return | 0.036% | 0.023% | 0.536% | 0.072% | 0.013% | 0.006% |
| Foreign Large Blend Avg | 1.1% | 4.4% | 25.0% | 16.4% | 9.2% | 9.3% |
| JIRE Grade (NAV) | C | C | C | D | B | D |
| +/- Category (NAV) | 0.1% | 0.2% | -0.2% | -0.5% | 0.7% | 0.0% |
| JIRE Tax-Cost Ratio | na | na | 1.2% | 1.2% | 1.2% | 1.1% |
JIRE Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| JIRE Return (NAV) | 11.4% | 32.1% | 3.0% | 19.7% | -13.7% | 12.9% | 5.4% | 21.9% | -14.8% | 23.2% | 2.1% |
| JIRE Return (Price) | 11.5% | 31.8% | 3.1% | 20.0% | -14.0% | 12.9% | 5.4% | 21.9% | -14.8% | 23.2% | 2.1% |
| NAV +/- Price Ret | 0.001% | -0.008% | 0.056% | 0.016% | 0.018% | 0.000% | 0.000% | 0.0% | 0.0% | 0.0% | 0.0% |
| Foreign Large Blend Avg | 12.1% | 31.2% | 5.2% | 16.9% | -14.7% | 10.3% | 8.8% | 22.0% | -13.2% | 24.6% | 1.9% |
| JIRE Grade (NAV) | D | C | D | A | B | B | F | D | F | D | C |
| +/- Category | -0.7% | 0.9% | -2.3% | 2.8% | 0.9% | 2.6% | -3.5% | -0.1% | -1.6% | -1.3% | 0.2% |
| Risk Measures | |
| Beta: | 0.85 |
| R-Squared: | 86% |
| Standard Deviation: | 12.7% |
| Category Risk Index: | 0.97 |
| Category Risk Rating: | Below Average |
| Total Risk Index: | 1.04 |
| Total Risk Rating: | Average |
| Portfolio Characteristics | |
| Yield: | 2.7% |
| Total Assets: | $ 11,182 Mil |
| Share Class Assets: | $ 11,182 Mil |
| Turnover: | 25.0% |
| Expense Ratio: | 0.24% |
| Index Fund: | No |
| Index Tracked: | MSCI EAFE NR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 4 | |||
| Longest Tenure: 10.5 years | |||
| Average Tenure: 5.6 years | |||
| Managers (Year): Grassi Piera (2016), Farserotu Nicholas (2020), Cheung Winnie (2020), Wiseman Sebastian (2026) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 210 |
| % in Top 10 Holdings: | 16.9% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 97.8% |
Portfolio Allocation |
|
| Domestic Stock: | 1.2% |
| Foreign Stock: | 97.8% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.3% |
| Cash: | 0.6% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | JPMorgan |
| Phone Number: | 844-457-6383 |
| Website: | jpmorganfunds.com |
| Inception Date: | October 28, 1992 |
Expenses and Fees
| Expense Ratio (%): | 0.24% (Rating: Below Avg) |
| Category Average Expense Ratio (%): | 0.40% |
