JREE 📈 JPMorgans (Ireland) ICAV - - Overview
Exchange: SW • Country: Switzerland • Currency: EUR • Type: Etf • ISIN: IE00BF4G7183 • Europe Large-Cap Blend Equity
JREE: Equities, European, Stocks, Index, Tracker, Fund
The JPMorgan ETFs (Ireland) ICAV - Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) EUR, listed as JREE on the Swiss exchange, is a financial instrument designed to track the performance of a specific index. This ETF is domiciled in Ireland, a popular location for investment funds due to its favorable regulatory environment and tax efficiency. The fund is managed by JPMorgan Asset Management, a global leader in investment management with a wide range of products and services. The company's website, http://www.jpmorganassetmanagement.com, provides detailed information on their investment strategies, products, and services.
The ETF tracks the Morningstar DM Eur TME NR EUR index, which is designed to measure the performance of large-cap stocks in the European market. The Morningstar index is a rules-based index that aims to capture the returns of the European equity market, providing investors with a diversified portfolio of stocks from various sectors and industries. The ISIN code for this ETF is IE00BF4G7183, which is a unique identifier used to facilitate trading and settlement of the fund. As an ETF, it offers investors the benefits of transparency, liquidity, and flexibility, allowing them to buy and sell shares throughout the trading day.
The Europe Large-Cap Blend Equity category is a classification used to describe the investment strategy of the ETF. This category includes funds that invest in a diversified portfolio of large-cap stocks in the European market, with a mix of growth and value stocks. The ETF aims to provide investors with a research-enhanced index approach, which involves using quantitative models and research techniques to identify stocks with the potential for outperformance. By tracking the Morningstar index, the ETF provides investors with a low-cost and efficient way to gain exposure to the European large-cap market, making it a popular choice for investors seeking diversified equity portfolios.
Additional Sources for JREE ETF
JREE ETF Overview
Market Cap in USD | 49,549m |
Category | Europe Large-Cap Blend Equity |
IPO / Inception | 2020-06-30 |
JREE ETF Ratings
Growth 5y | 57.8% |
Fundamental | - |
Dividend | - |
Rel. Strength Industry | 117 |
Analysts | - |
Fair Price Momentum | 38.31 EUR |
Fair Price DCF | - |
JREE Dividends
No Dividends PaidJREE Growth Ratios
Growth Correlation 3m | -60.5% |
Growth Correlation 12m | 53.9% |
Growth Correlation 5y | 91.7% |
CAGR 5y | 6.88% |
CAGR/Mean DD 5y | 1.19 |
Sharpe Ratio 12m | 0.23 |
Alpha | -12.91 |
Beta | 0.64 |
Volatility | 18.57% |
Current Volume | 1.7k |
Average Volume 20d | 1.3k |
As of December 27, 2024, the stock is trading at EUR 41.65 with a total of 1,723 shares traded.
Over the past week, the price has changed by -0.90%, over one month by -0.69%, over three months by -4.96% and over the past year by +6.56%.
Partly, yes. Based on ValueRay Analyses, JPMorgans (Ireland) ICAV - (SW:JREE) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 57.75 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JREE as of December 2024 is 38.31. This means that JREE is currently overvalued and has a potential downside of -8.02%.
JPMorgans (Ireland) ICAV - has no consensus analysts rating.
According to ValueRays Forecast Model, JREE JPMorgans (Ireland) ICAV - will be worth about 42.1 in December 2025. The stock is currently trading at 41.65. This means that the stock has a potential upside of +1.13%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 42.1 | 1.1% |