(JREU) JPMorgan s (Ireland) ICAV - - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: USD • Type: Etf • ISIN: IE00BF4G7076 • US Large-Cap Blend Equity
JREU: Equities, Index, Tracker, Stocks, Large-Cap, US, Shares
JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity UCITS ETF - USD (acc) CHF (SW:JREU) is an exchange-traded fund designed to provide exposure to U.S. large- and mid-cap equities. The fund is domiciled in Ireland and listed in Switzerland, making it accessible to European investors while focusing on the U.S. market.
The ETF tracks the Morningstar US Large-Mid NR USD index, which includes a broad range of U.S. companies across various sectors. This index is designed to capture the performance of large- and mid-capitalization stocks, offering a diversified exposure to the U.S. equity market.
With an AUM of over $47 billion, this ETF is one of the larger funds in its category, indicating significant investor interest and liquidity. The fund is structured as a UCITS ETF, which is a European regulatory framework ensuring transparency, liquidity, and strict investor protections.
Investors should note that this ETF is denominated in USD but listed in CHF, which means Swiss investors may be exposed to currency fluctuations between the U.S. dollar and the Swiss franc. This can impact returns depending on the exchange rate dynamics.
From a portfolio management perspective, this ETF can serve as a core holding for U.S. equity exposure or as part of a diversified global equity portfolio. Fund managers should consider the ETFs replication method, expense ratio, and tracking error when evaluating its suitability for their investment strategies.
Lastly, it’s important for investors to understand the fund’s structure, fees, and investment objectives before allocating capital. JPMorgan, as the issuer, brings significant expertise in asset management and ETF execution, which can be a positive factor for investors seeking reliable exposure to the U.S. equity market.
Additional Sources for JREU ETF
JREU ETF Overview
Market Cap in USD | 47,076m |
Category | US Large-Cap Blend Equity |
IPO / Inception | 2018-10-10 |
JREU ETF Ratings
Growth 5y | 86.1% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength | -0.61 |
Analysts | - |
Fair Price Momentum | 55.00 USD |
Fair Price DCF | - |
JREU Dividends
No Dividends PaidJREU Growth Ratios
Growth Correlation 3m | -52.8% |
Growth Correlation 12m | 82.6% |
Growth Correlation 5y | 84.7% |
CAGR 5y | 19.07% |
CAGR/Max DD 5y | 0.77 |
Sharpe Ratio 12m | 1.34 |
Alpha | 3.22 |
Beta | 0.000 |
Volatility | 21.07% |
Current Volume | 18.8k |
Average Volume 20d | 42.6k |
As of March 30, 2025, the stock is trading at USD 55.72 with a total of 18,828 shares traded.
Over the past week, the price has changed by -2.72%, over one month by -5.72%, over three months by -5.11% and over the past year by +7.80%.
Yes. Based on ValueRay Analyses, JPMorgan s (Ireland) ICAV - (SW:JREU) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 86.06 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JREU as of March 2025 is 55.00. This means that JREU is currently overvalued and has a potential downside of -1.29%.
JPMorgan s (Ireland) ICAV - has no consensus analysts rating.
According to ValueRays Forecast Model, JREU JPMorgan s (Ireland) ICAV - will be worth about 60.9 in March 2026. The stock is currently trading at 55.72. This means that the stock has a potential upside of +9.33%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 60.9 | 9.3% |