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Upturn AI SWOT - About
JPMorgan Healthcare Leaders ETF (JDOC)
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Upturn Advisory Summary
10/24/2025: JDOC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.46% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.67 - 60.24 | Updated Date 06/30/2025 |
52 Weeks Range 47.67 - 60.24 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Healthcare Leaders ETF
ETF Overview
Overview
The JPMorgan Healthcare Leaders ETF (JHC) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Morningstaru00ae Healthcare Leaders IndexSM. It invests in leading healthcare companies across various sub-sectors.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a large team of experienced investment professionals managing a wide range of ETFs and other investment products.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Morningstaru00ae Healthcare Leaders IndexSM.
Investment Approach and Strategy
Strategy: The ETF aims to track the Morningstaru00ae Healthcare Leaders IndexSM, which focuses on leading companies in the healthcare sector.
Composition The ETF primarily holds stocks of companies in the healthcare sector, including pharmaceuticals, biotechnology, medical devices, and healthcare services.
Market Position
Market Share: JHC holds a moderate market share within the healthcare ETF sector.
Total Net Assets (AUM): 209100000
Competitors
Key Competitors
- XLV
- VHT
- IYH
Competitive Landscape
The healthcare ETF sector is highly competitive, dominated by large ETFs like XLV and VHT. JHC's advantage lies in its specific index tracking and lower expense ratio compared to some competitors. However, its AUM and trading volume are smaller than the industry leaders, which may affect liquidity. Smaller AUM can limit access to certain investors.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites and is not provided directly here due to dynamic nature. Investors should consult these sources for performance across various time periods.
Benchmark Comparison: The ETF's performance should be compared to the Morningstaru00ae Healthcare Leaders IndexSM to assess its tracking effectiveness.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The ETF's average trading volume can be found on major financial websites and provides an indication of its liquidity.
Bid-Ask Spread
The bid-ask spread, available on financial websites, reflects the cost of trading and should be relatively tight for a liquid ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as sector-specific factors like healthcare spending and regulatory changes, can affect the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the performance of the healthcare sector and the effectiveness of its index tracking. Changes to holdings are reported periodically.
Moat and Competitive Advantages
Competitive Edge
JHC offers a targeted approach to healthcare investing by focusing on leading companies within the sector, following the Morningstaru00ae Healthcare Leaders IndexSM. Its lower expense ratio may attract cost-conscious investors. Its competitive edge may lie in a unique weighting methodology. However, its smaller AUM and trading volume compared to industry giants can be a disadvantage.
Risk Analysis
Volatility
The ETF's historical volatility can be assessed by examining its standard deviation and beta, which are available on financial websites.
Market Risk
Specific risks include sector-specific risks related to the healthcare industry, such as regulatory changes, patent expirations, and product liability lawsuits. Broader market conditions can also impact the fund.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to leading healthcare companies and is comfortable with the sector's specific risks. Investors with a bullish outlook on healthcare are likely to be more interested in this ETF.
Market Risk
This ETF is suitable for long-term investors seeking targeted healthcare exposure and can be used as part of a diversified portfolio.
Summary
JPMorgan Healthcare Leaders ETF (JHC) provides targeted exposure to leading healthcare companies by tracking the Morningstaru00ae Healthcare Leaders IndexSM. It offers a relatively low expense ratio but has lower AUM and trading volume compared to larger competitors. Investors should consider sector-specific risks and the ETF's tracking effectiveness. It suits long-term investors seeking exposure to the healthcare sector, particularly those favoring leading companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- Morningstar
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.