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Upturn AI SWOT - About
JPMorgan Healthcare Leaders ETF (JDOC)
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Upturn Advisory Summary
04/01/2025: JDOC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.46% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 389 | Beta - | 52 Weeks Range 50.54 - 60.24 | Updated Date 04/1/2025 |
52 Weeks Range 50.54 - 60.24 | Updated Date 04/1/2025 |
Upturn AI SWOT
JPMorgan Healthcare Leaders ETF
ETF Overview
Overview
The JPMorgan Healthcare Leaders ETF (JHLD) is an actively managed ETF that invests primarily in healthcare companies believed to be leaders in their respective fields. The fund aims for long-term capital appreciation by focusing on innovation, market share, and financial strength within the healthcare sector.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with significant experience in asset management.
Management Expertise
JPMorgan has a dedicated team of experienced portfolio managers and analysts focused on the healthcare sector.
Investment Objective
Goal
Long-term capital appreciation.
Investment Approach and Strategy
Strategy: Active management focused on identifying and investing in leading healthcare companies.
Composition Primarily invests in stocks of companies within the healthcare sector, including pharmaceuticals, biotechnology, healthcare equipment, and healthcare services.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 91400000
Competitors
Key Competitors
- XLV
- VHT
- IXJ
- RYH
- IHI
Competitive Landscape
The healthcare ETF market is highly competitive. JHLD's active management approach aims to outperform passive index-tracking ETFs like XLV and VHT. However, this active strategy also results in higher expense ratios. JHLD focuses on leading companies offering a targeted approach, whereas competitors offer broader market exposure, presenting both advantages and disadvantages based on market conditions and investor preferences.
Financial Performance
Historical Performance: Historical performance data unavailable in structured format.
Benchmark Comparison: Benchmark comparison data unavailable in structured format.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume of JHLD is around 16.8 thousand shares which indicates adequate liquidity.
Bid-Ask Spread
The bid-ask spread of JHLD is around 0.1% indicating a reasonably low trading cost.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, inflation, and interest rates can impact the healthcare sector. Sector-specific growth prospects depend on factors like innovation in pharmaceuticals and medical devices, aging populations, and government healthcare policies. Current market conditions, including investor sentiment towards growth stocks and risk appetite, also influence JHLD's performance.
Growth Trajectory
Growth trajectory data unavailable.
Moat and Competitive Advantages
Competitive Edge
JHLD's active management approach, combined with JPMorgan's research capabilities, represents a key competitive advantage. The fund focuses on identifying and investing in companies with strong market positions and growth potential within the healthcare sector. This targeted approach allows for more concentrated exposure to companies with the best outlook. The active management strategy aims to outperform passively managed healthcare ETFs, though it introduces the risk of underperformance.
Risk Analysis
Volatility
Volatility data unavailable in structured format.
Market Risk
The ETF is subject to market risk associated with fluctuations in the healthcare sector. Specific risks include regulatory changes, patent expirations, clinical trial failures, and competition from generic drugs.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a focus on the healthcare sector and a willingness to accept active management risk.
Market Risk
Suitable for long-term investors who understand the healthcare sector and are comfortable with potentially higher fees for active management.
Summary
JPMorgan Healthcare Leaders ETF is an actively managed fund focusing on the healthcare sector's leading companies. It aims for long-term growth through a focused investment approach leveraging JPMorgan's research capabilities. While the active management can result in higher expenses, it also provides the potential for outperforming passive healthcare ETFs. Investors should be aware of the sector-specific risks and the potential for underperformance relative to the benchmark.
Similar Companies
- XLV
- VHT
- IHI
- XHE
- PJP
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Healthcare Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.
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