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Upturn AI SWOT - About
JPMorgan Healthcare Leaders ETF (JDOC)
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Upturn Advisory Summary
08/14/2025: 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.
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 08/14/2025 |
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 (JHEL) is an actively managed ETF focused on investing in leading healthcare companies across various sub-sectors. It aims to provide investors with exposure to the healthcare industry's growth potential, adapting its holdings based on market conditions and opportunities. JHEL uses a bottom-up investment approach.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with significant experience in asset management.
Management Expertise
The management team possesses extensive knowledge of the healthcare sector and active investment strategies.
Investment Objective
Goal
To provide long-term capital appreciation by investing in healthcare companies.
Investment Approach and Strategy
Strategy: Actively managed, bottom-up stock selection focused on identifying leading healthcare companies.
Composition Primarily invests in equities of healthcare companies across pharmaceuticals, biotechnology, healthcare equipment & services, and related sectors.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 42.65
Competitors
Key Competitors
- XLV
- VHT
- IXJ
Competitive Landscape
The healthcare ETF industry is highly competitive, with several well-established passive ETFs dominating the market share. JHEL differentiates itself through active management and a focus on identifying leading healthcare companies, aiming to outperform passive benchmarks. However, active management also introduces higher expense ratios. JHEL is much smaller than passive funds XLV and VHT.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.35
Liquidity
Average Trading Volume
Average trading volume for JHEL is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for JHEL is generally tight, reflecting adequate trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare spending trends, regulatory changes, and pharmaceutical innovation significantly influence JHEL's performance. Demographic shifts and aging populations are also important market forces.
Growth Trajectory
JHEL's growth depends on its ability to select high-performing healthcare companies and adapt to changing market conditions. Active management allows for adjustments to the portfolio based on new opportunities.
Moat and Competitive Advantages
Competitive Edge
JHEL benefits from JPMorgan's established brand and expertise in asset management. Its active management strategy allows for flexibility in selecting investments based on evolving market dynamics. The fund's focus on identifying leading healthcare companies potentially offers higher growth opportunities. JPMorganu2019s brand recognition helps attract investors. However, the fund's smaller size and active management fees are disadvantages compared to larger passive competitors.
Risk Analysis
Volatility
JHEL's volatility is tied to the healthcare sector, which can be influenced by factors such as regulatory changes and clinical trial outcomes.
Market Risk
Market risk arises from potential economic downturns or changes in investor sentiment towards the healthcare sector. Specific risks include pharmaceutical pricing pressures and patent expirations.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with targeted exposure to the healthcare sector are an ideal fit for JHEL.
Market Risk
JHEL is best suited for long-term investors comfortable with active management and sector-specific risks.
Summary
JPMorgan Healthcare Leaders ETF (JHEL) is an actively managed ETF designed to provide exposure to leading healthcare companies. JHEL's active management allows for strategic portfolio adjustments, but it also results in a higher expense ratio compared to passive healthcare ETFs. Investors should consider JHEL if they seek targeted healthcare exposure and believe in the potential of active management to outperform the market. However, they should also be aware of the fund's sector-specific risks and expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made 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.
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.