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JPMorgan Healthcare Leaders ETF(JDOC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JDOC
11/13/2026: JDOC (3-star) is a STRONG-BUY. BUY for 17 days. Simulated Profits (4.85%). Updated daily EoD!
JPMorgan Healthcare Leaders ETF (JDOC) is an actively managed fund that provides exposure to a curated portfolio of high-quality, market-leading healthcare companies globally. By focusing on firms with strong competitive moats and financial stability, it aims for long-term capital appreciation, differentiating itself from the massive, passive healthcare index funds. Its main strengths include professional, research-driven stock selection and a quality bias, making it a suitable tool for investors who believe active managers can identify outperformers in the complex healthcare landscape. Key risks include exposure to regulatory changes, sector-specific volatility, and the higher costs associated with active management. It is best suited for long-term growth-oriented investors who want exposure to sector leaders but prefer an active hand to navigate the industry's unique risks and opportunities.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund targets companies with strong innovation and market leadership that drive long-term capital appreciation. |
| Momentum investor | Mixed fit | While the fund holds strong leaders, it is not specifically designed to capture short-term technical momentum, so success is conditional on positive sector trends. |
| Value investor | Mixed fit | The fund focuses on quality and leadership rather than strictly identifying undervalued stocks, though it avoids overpaying for growth. |
| Dividend/Income investor | Weak fit | JDOC prioritizes capital growth over dividend yield, making it less suitable for those primarily seeking income. |
| Low-risk investor | Weak fit | The concentrated nature of the fund and healthcare sector volatility result in risk levels unsuitable for ultra-conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term growth from the healthcare sector who prefers professional, active management over passive index exposure.
Suitability
JDOC is best for long-term investors willing to pay a premium for active stock selection and potential for alpha generation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Healthcare stocks can experience sharp movements due to clinical trial results and regulatory announcements. |
| Market risk | Medium | The fund is subject to general equity market downturns which can impact all sectors simultaneously. |
| Concentration | Medium / high | A focused portfolio means the fund is more susceptible to the performance of individual stock picks. |
| Tracking/expense | Medium | The active management fee is higher than passive index funds, requiring outperformance to justify the cost. |
| Liquidity | Medium | While underlying stocks are liquid, the ETF itself may have lower trading volume than massive sector trackers. |
| Business/sector quality | Low | The focus on large-cap leaders generally mitigates the risk of business failure compared to small-cap biotech exposure. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
JDOC exhibits moderate volatility characteristic of the healthcare sector, influenced by scientific and regulatory outcomes.
Market Risk
The fund faces risks related to healthcare-specific policy, global macro-economic shifts, and general equity market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Pharmaceuticals & Biotechnology | 55 | This exposure provides the core growth engine of the fund through drug development and life sciences innovation. |
| Sector | Healthcare Equipment & Supplies | 25 | These holdings capture stable demand for medical technology and essential healthcare infrastructure. |
| Sector | Managed Healthcare & Services | 15 | This segment provides defensive stability and consistent cash flow to the overall portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintained for liquidity requirements and tactical management opportunities. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 29.01% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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