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JDOC - ETF AI Analysis
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JPMorgan Healthcare Leaders ETF (JDOC)
Rating:67Neutral
Price Target:
$60.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Johnson & Johnson and AbbVie, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Healthcare Sector Focus
The ETF's heavy exposure to the healthcare sector provides stability, as healthcare tends to perform well across economic cycles.
Global Diversification
While primarily focused on U.S. companies, the ETF includes exposure to international markets like Switzerland, the UK, and Japan, adding geographic balance.
Negative Factors
High Sector Concentration
Over 91% of the ETF is allocated to healthcare, which limits diversification and increases vulnerability to sector-specific risks.
Mixed Performance Among Holdings
Some top holdings, such as UnitedHealth and Danaher, have underperformed year-to-date, potentially dragging on overall returns.
Above-Average Expense Ratio
The ETF's expense ratio of 0.65% is higher than many passive funds, which could reduce net returns for long-term investors.
JDOC vs. SPDR S&P 500 ETF (SPY)
AUM8.60M
RegionGlobal
Expense Ratio0.65%
Beta0.57
IssuerJPMorgan
Inception DateNov 01, 2023
Dividend Yield4.32%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume111
30 Day Avg. Volume217
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering62
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JDOC Summary
The JPMorgan Healthcare Leaders ETF (Ticker: JDOC) is an investment fund focused on the healthcare sector, including companies in pharmaceuticals, biotechnology, medical technology, and healthcare services. Some well-known companies it holds are Johnson & Johnson and AbbVie. This ETF is designed for investors who want to benefit from the growth potential of healthcare, driven by innovation and increasing global healthcare spending. However, since it focuses heavily on healthcare, its performance can be affected by changes in the industry, such as regulatory shifts or slower innovation cycles.
How much will it cost me?The JPMorgan Healthcare Leaders ETF (JDOC) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized sector like healthcare, which requires more research and expertise.
What would affect this ETF?The JPMorgan Healthcare Leaders ETF (JDOC) could benefit from rising global healthcare spending, advancements in medical technology, and an aging population driving demand for pharmaceuticals and healthcare services. However, it may face challenges from regulatory changes, patent expirations for major drug companies, or economic downturns that could impact healthcare budgets globally. Its focus on leading healthcare companies like Johnson & Johnson and Eli Lilly positions it well for growth but also exposes it to risks tied to sector-specific developments.
JDOC Top 10 Holdings
The JPMorgan Healthcare Leaders ETF is leaning heavily into the healthcare sector, with giants like Johnson & Johnson and AbbVie providing steady growth and stability, thanks to strong earnings and robust pipelines. Eli Lilly and AstraZeneca are rising stars, benefiting from bullish momentum and strategic advancements, though their high valuations suggest caution. Roche adds depth with its pharmaceutical innovation, while UnitedHealth has been a drag on the fund, struggling with increased medical costs. With a global mix of healthcare leaders, this ETF is positioned to capitalize on the sector's innovation, despite some mixed performances.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 8.35% | $716.21K | $965.90B | 36.72% | 76 Outperform | |
| AbbVie | 6.67% | $572.13K | $413.57B | 40.40% | 62 Neutral | |
| Johnson & Johnson | 4.94% | $423.31K | $480.85B | 30.62% | 78 Outperform | |
| AstraZeneca | 4.71% | $403.63K | £210.71B | 35.34% | 76 Outperform | |
| Merck & Company | 4.69% | $401.90K | $230.48B | -0.11% | 78 Outperform | |
| Danaher | 3.35% | $287.01K | $155.71B | -3.26% | 75 Outperform | |
| Medtronic | 3.10% | $265.64K | $123.50B | 19.84% | 80 Outperform | |
| ― | 3.02% | $258.86K | ― | ― | ― | |
| UnitedHealth | 2.87% | $246.48K | $290.34B | -47.78% | 76 Outperform | |
| CVS Health | 2.71% | $232.80K | $99.54B | 37.14% | 74 Outperform |
JDOC Technical Analysis
Positive
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Price Trends
54.07
Positive
52.32
Positive
51.97
Positive
Market Momentum
0.91
Negative
73.60
Negative
90.33
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JDOC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.73, equal to the 50-day MA of 54.07, and equal to the 200-day MA of 51.97, indicating a bullish trend. The MACD of 0.91 indicates Negative momentum. The RSI at 73.60 is Negative, neither overbought nor oversold. The STOCH value of 90.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JDOC.
JDOC Peer Comparison
Comparison Results
Performance Comparison
JDOC
JPMorgan Healthcare Leaders ETF
57.27
4.37
8.26%
FMED
Fidelity Disruptive Medicine ETF
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MEDI
Harbor Health Care ETF
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MEDX
Horizon Kinetics Medical ETF
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TMED
T. Rowe Price Health Care ETF
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BMED
Future Health ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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