JPMorgan
JUIE.DE
IE000W85O7M4
US Research Enhanced Index Equity Active UCITS ETF
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About this ETF

The ETF invests in companies that either come from the USA or carry out most of their economic activities the USA. This fund seeks to generate a higher return than the S&P 500. In addition, the fund management avoids companies whose ESG performance has a negative impact on operations or whose business practices do not conform to the fund management's standards.

TER
0.2%

Total Expense Ratio per year

Fund Size
€13.83B

Assets under management

Holdings
257

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.45
Weighted Fwd P/E
17.71
💰 Revenue Estimates
Current Year CY
+27.29% ⌀ 33 Analysts Coverage
Next Year NY
+19.29% ⌀ 34 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+41.37% ⌀ 31 Analysts Coverage
Next Year NY
+20.47% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
JPMorgan
JPMorgan
Fund Type
ETF
Inception Date
10/15/2024 (1 yr)
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
15.5% p.a.
Max Drawdown (3Y)
-22.5%
Sharpe Ratio (3Y)
0.73
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 39% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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