JDOC - ETF AI Analysis
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JPMorgan Healthcare Leaders ETF (JDOC)
Rating:64Neutral
Price Target:―
Positive Factors
Many Strong Top Holdings
Several of the largest positions, including well-known healthcare leaders, have shown solid gains this year, helping support the fund’s overall results.
Global Healthcare Exposure
While most assets are in U.S. companies, the fund also holds healthcare stocks from countries like Japan, Switzerland, Germany, Israel, and the UK, adding some international diversification.
Focus on Established Healthcare Companies
The ETF concentrates on large, established healthcare firms, which can offer more stability than smaller, more speculative names in the sector.
Negative Factors
High Sector Concentration
Nearly all of the fund is invested in healthcare, so its performance is heavily tied to how this single sector behaves.
Mixed Recent Performance
The ETF has had a weak year-to-date and three-month stretch, with several key holdings lagging and weighing on returns despite a recent one-month rebound.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high 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)
AUM8.43M
RegionGlobal
Expense Ratio0.65%
Beta0.55
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. Volume625
30 Day Avg. Volume1,124
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
69.01Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JDOC Summary
The JPMorgan Healthcare Leaders ETF (JDOC) is a fund that focuses on the healthcare sector rather than tracking a broad market index. It invests mainly in U.S. healthcare companies involved in drugs, medical devices, and health services. Well-known holdings include Johnson & Johnson and Eli Lilly. Someone might consider JDOC if they want targeted exposure to healthcare, a sector that can benefit from an aging population and ongoing medical innovation, while still spreading money across many companies. A key risk is that it is heavily concentrated in healthcare, so its value can rise or fall sharply with news and trends 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 a pure healthcare play, and its story is being written mostly by big drugmakers and insurers. UnitedHealth has been a bright spot lately, helping to pull the fund higher, while steady names like Johnson & Johnson and Merck provide a solid backbone. AstraZeneca and Bristol-Myers are also rising, adding some welcome momentum. On the flip side, Eli Lilly, Thermo Fisher, and Intuitive Surgical have been losing steam, quietly tugging on returns. With a global mix but a clear tilt toward large pharmaceutical and biotech leaders, the fund is concentrated but not one‑stock dependent.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 7.13% | $784.23K | $959.51B | 45.64% | 72 Outperform | |
| AbbVie | 6.78% | $745.82K | $375.09B | 17.51% | 66 Neutral | |
| UnitedHealth | 6.43% | $706.99K | $348.09B | 28.92% | 72 Outperform | |
| Johnson & Johnson | 4.69% | $515.93K | $552.02B | 51.84% | 78 Outperform | |
| AstraZeneca | 4.45% | $489.46K | $290.45B | 35.01% | 80 Outperform | |
| Merck & Company | 4.34% | $477.28K | $279.09B | 48.87% | 80 Outperform | |
| Bristol-Myers Squibb | 3.35% | $368.31K | $119.54B | 26.62% | 78 Outperform | |
| Thermo Fisher | 3.05% | $334.92K | $167.89B | 12.21% | 72 Outperform | |
| CVS Health | 3.03% | $333.65K | $119.02B | 54.96% | 64 Neutral | |
| ― | 2.93% | $321.82K | ― | ― | ― |
JDOC Technical Analysis
Positive
―
Price Trends
55.54
Positive
57.05
Negative
55.48
Positive
Market Momentum
0.11
Negative
59.41
Neutral
92.42
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 55.46, equal to the 50-day MA of 55.54, and equal to the 200-day MA of 55.48, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 59.41 is Neutral, neither overbought nor oversold. The STOCH value of 92.42 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
56.67
8.03
16.51%
FMED
Fidelity Disruptive Medicine ETF
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MEDI
Harbor Health Care ETF
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TMED
T. Rowe Price Health Care ETF
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MEDX
Horizon Kinetics Medical 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.
DisclaimerThis 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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