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XETRA · UCITS ETF

Invest in JUHE ETF from India

Indian and foreign residents can buy JPMorgan ETFs Ireland ICAV - US Research Enhanced Index Equity Active UCITS ETF (JUHE) units directly through Paasa.

By Paasa · Updated

JUHE at a glance

Price
€60.08+€0.43 (0.72%)
Expense ratio
0.2%
Day range
€60.03 – €60.18
Assets
€15.9B
Domicile
Ireland
Holdings
258
Launched
2018
Dividends
—
1 month
+0.17%
6 months
+16.39%
YTD
+9.54%
1 year
+14.20%
5 years
—

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1NVIDIA CORPNVDA8.6%
  2. 2APPLE INCAAPL7.2%
  3. 3MICROSOFT CORPMSFT6.3%
  4. 4AMAZON.COM INCAMZN4.0%
  5. 5ALPHABET INC-CL AGOOGL3.1%
  6. 6BROADCOM INCAVGO2.6%
  7. 7META PLATFORMS INC-CLASS AMETA2.6%
  8. 8ALPHABET INC-CL CGOOG2.4%
  9. 9MICRON TECHNOLOGY INCMU2.0%
  10. 10ADVANCED MICRO DEVICESAMD1.5%

JUHE holds 258 securities in total. These 10 are 40.3% of the fund.

Where the money is invested

Sectors

  • Technology37.5%
  • Financial Services12.0%
  • Consumer Cyclical10.5%
  • Communication Services9.8%
  • Healthcare9.1%
  • Industrials8.2%

Countries

  • United States94.9%
  • Ireland2.3%
  • Other0.4%
  • Netherlands0.4%
  • Switzerland0.3%
  • United Kingdom0.3%

Similar funds

FundExpense ratioAssets
JRUDLSEJPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF USD0.2%15.9B

Assets are shown in each fund's own reporting currency.

How to invest in JUHE from India

  1. Step 1

    Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Step 2

    Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to EUR when you buy.

  3. Step 3

    Search JUHE and buy

    Find the fund by its ticker, JUHE, on XETRA, and place your order.

Why invest in JUHE from India

What JUHE holds

This investment vehicle's primary objective is to deliver sustained long-term growth that surpasses the performance of the S&P 500 Index (Total Return Net), its designated benchmark. It achieves this by actively managing a portfolio predominantly comprised of securities from U.S. corporations.

Outside US estate tax

JUHE is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

Paasa handles the paperwork

Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.

Why JUHE's UCITS structure matters for Indian investors

JUHE is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

Capital gains are taxed in India the same way as on a US-listed ETF.

See UCITS options

Frequently asked questions

Can I buy JUHE from India?

Yes. Indian residents can buy JPMorgan ETFs Ireland ICAV - US Research Enhanced Index Equity Active UCITS ETF (JUHE) through Paasa. It is listed on XETRA and trades in EUR. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.

What does JUHE invest in?

JPMorgan ETFs Ireland ICAV - US Research Enhanced Index Equity Active UCITS ETF holds 258 securities. Its largest holdings are NVIDIA CORP (8.6%), APPLE INC (7.2%) and MICROSOFT CORP (6.3%). Technology is its largest sector at 37.5%. The fund is domiciled in Ireland.

What is the expense ratio of JUHE?

JPMorgan ETFs Ireland ICAV - US Research Enhanced Index Equity Active UCITS ETF has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about €15.9B.

Is JUHE a UCITS ETF, and why does that matter for Indian investors?

Yes. JPMorgan ETFs Ireland ICAV - US Research Enhanced Index Equity Active UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

What tax do I pay in India when I sell JUHE?

In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the EUR/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.

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