JDOC - ETF AI Analysis
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JPMorgan Healthcare Leaders ETF (JDOC)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Healthcare Holdings
Several of the largest positions, such as UnitedHealth, CVS Health, AbbVie, Eli Lilly, Johnson & Johnson, and Merck, have delivered strong performance, helping drive the fund’s returns.
Global Healthcare Exposure
While most assets are in U.S. companies, the fund also holds positions in other countries like Japan, the UK, Switzerland, Israel, and Germany, adding some international diversification within healthcare.
Negative Factors
High Sector Concentration
With the vast majority of assets in healthcare, the ETF is heavily exposed to the ups and downs of a single sector.
Mixed Top-Holding Performance
Some key holdings such as AstraZeneca, Thermo Fisher, and Abbott Laboratories have shown weak recent performance, which can offset gains from stronger names.
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)
AUM9.19M
RegionGlobal
Expense Ratio0.65%
Beta0.49
IssuerJPMorgan
Inception DateNov 01, 2023
Dividend Yield1.38%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume394
30 Day Avg. Volume572
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
70.34Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering55
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 theme rather than tracking a specific index. It invests mainly in U.S. healthcare companies involved in drugs, medical technology, and health services. Well-known holdings include Johnson & Johnson and UnitedHealth, along with other major pharmaceutical and biotech firms. Someone might invest in JDOC to tap into long-term growth driven by aging populations and rising global healthcare spending, while still getting diversification across many healthcare names. A key risk is that it is heavily concentrated in the healthcare sector, so its value can rise or fall sharply with changes in that industry.
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 leaning heavily on Big Pharma and U.S. healthcare giants, with AbbVie, Eli Lilly, Merck, and Johnson & Johnson doing much of the heavy lifting thanks to steadily rising share prices and solid pipelines. UnitedHealth and CVS add a strong managed-care and pharmacy angle, both climbing after a mixed stretch earlier in the year. On the flip side, AstraZeneca and Abbott look more like dead weight lately, with weaker momentum that dulls the fund’s shine. Overall, it’s a globally flavored but U.S.-dominated bet on large-cap healthcare leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AbbVie | 7.98% | $730.53K | $454.79B | 28.54% | 66 Neutral | |
| Eli Lilly & Co | 7.73% | $708.00K | $1.09T | 50.70% | 72 Outperform | |
| UnitedHealth | 5.90% | $539.90K | $382.76B | 74.29% | 72 Outperform | |
| Johnson & Johnson | 4.77% | $436.43K | $616.50B | 53.20% | 78 Outperform | |
| Merck & Company | 4.76% | $435.96K | $320.56B | 64.21% | 80 Outperform | |
| AstraZeneca | 3.77% | $345.47K | $265.97B | 13.76% | 80 Outperform | |
| Thermo Fisher | 3.72% | $340.29K | $214.34B | 24.03% | 72 Outperform | |
| Bristol-Myers Squibb | 3.52% | $321.84K | $132.45B | 47.66% | 78 Outperform | |
| Abbott Laboratories | 3.08% | $281.87K | $182.75B | -16.96% | 73 Outperform | |
| ― | 2.83% | $259.08K | ― | ― | ― |
JDOC Technical Analysis
Positive
―
Price Trends
58.81
Positive
57.19
Positive
57.30
Positive
Market Momentum
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 60.83, equal to the 50-day MA of 58.81, and equal to the 200-day MA of 57.30, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
60.64
11.18
22.60%
FMED
Fidelity Disruptive Medicine ETF
―
―
―
MEDI
Harbor Health Care ETF
―
―
―
TMED
T. Rowe Price Health Care ETF
―
―
―
MEDX
Horizon Kinetics Medical ETF
―
―
―
BMED
Future Health ETF
―
―
―
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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