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JDOC - ETF AI Analysis
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JPMorgan Healthcare Leaders ETF (JDOC)
Rating:66Neutral
Price Target:―
Positive Factors
Recent Performance Momentum
The ETF has shown steady gains over the past month and quarter, suggesting positive short-term momentum in its strategy.
Leading Healthcare Holdings
Several major positions like Johnson & Johnson, Merck, Danaher, and Roche have delivered solid gains, helping support the fund’s overall results.
Global Healthcare Exposure
While most holdings are U.S.-based, the fund also includes meaningful positions in countries like Switzerland, the UK, Japan, and others, adding some international diversification within healthcare.
Negative Factors
High Sector Concentration
With almost all assets in the healthcare sector, the ETF is heavily exposed to industry-specific risks such as regulatory changes or reimbursement pressures.
Mixed Performance Among Top Holdings
Some large positions, such as AbbVie and AstraZeneca, have been weak so far this year, which can drag on overall fund performance.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
JDOC vs. SPDR S&P 500 ETF (SPY)
AUM8.55M
RegionGlobal
Expense Ratio0.65%
Beta0.56
IssuerJPMorgan
Inception DateNov 01, 2023
Dividend Yield1.48%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume495
30 Day Avg. Volume595
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
68.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JDOC Summary
JDOC, the JPMorgan Healthcare Leaders ETF, focuses on the healthcare sector rather than tracking a broad market index. It invests in major healthcare companies involved in drugs, medical devices, and health services, including well-known names like Eli Lilly and Johnson & Johnson. Investors might consider JDOC if they want targeted exposure to potential long-term growth driven by aging populations and rising global healthcare spending, while still holding a mix of different healthcare businesses. A key risk is that it is heavily concentrated in healthcare, so its value can rise or fall sharply with changes in that single sector.
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
JDOC is very much a healthcare story, with big drugmakers setting the tone. Johnson & Johnson, Merck, AstraZeneca, Roche, and Bristol-Myers are all rising, giving the fund a solid backbone of steady, large-cap pharma strength. On the flip side, Eli Lilly has been losing steam lately, and UnitedHealth has been dragging the fund as managed care sentiment sours. While it’s globally diversified across U.S. and European names, JDOC is clearly concentrated in pharma and biotech leaders, with medical devices and services playing more of a supporting role.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 8.80% | $751.72K | $579.34B | 44.22% | 78 Outperform | |
| AbbVie | 7.28% | $622.47K | $406.87B | 7.38% | 66 Neutral | |
| Eli Lilly & Co | 7.01% | $598.81K | $934.24B | 13.89% | 72 Outperform | |
| AstraZeneca | 4.82% | $412.12K | $298.83B | 20.11% | 80 Outperform | |
| Merck & Company | 4.76% | $406.71K | $286.28B | 22.33% | 80 Outperform | |
| UnitedHealth | 3.61% | $308.12K | $260.03B | -41.95% | 72 Outperform | |
| Bristol-Myers Squibb | 3.15% | $269.26K | $122.78B | -1.31% | 78 Outperform | |
| Roche Holding AG | 2.94% | $250.81K | CHF272.90B | 26.73% | 73 Outperform | |
| Medtronic | 2.88% | $245.83K | $116.71B | -3.81% | 80 Outperform | |
| Danaher | 2.67% | $228.06K | $138.25B | -7.81% | 75 Outperform |
JDOC Technical Analysis
Negative
―
Price Trends
58.67
Negative
57.37
Negative
53.87
Positive
Market Momentum
-0.30
Positive
32.51
Neutral
17.75
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JDOC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 58.58, equal to the 50-day MA of 58.67, and equal to the 200-day MA of 53.87, indicating a neutral trend. The MACD of -0.30 indicates Positive momentum. The RSI at 32.51 is Neutral, neither overbought nor oversold. The STOCH value of 17.75 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JDOC.
JDOC Peer Comparison
Comparison Results
Performance Comparison
JDOC
JPMorgan Healthcare Leaders ETF
56.56
3.44
6.48%
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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