Six Key ETFs to Monitor as Wall Street Enters Its Strongest Six-Month Period
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Source: Benzinga
Halloween Effect in Investing: The Halloween Effect suggests that stocks tend to outperform from November to April, with historical data showing average returns of 5.2% during this period compared to 2.6% from May to October.
ETFs for Seasonal Gains: Investors are looking at specific ETFs to capitalize on the upcoming seasonal rally, particularly in healthcare, financials, and semiconductor sectors, which are expected to perform well.
Healthcare ETFs: The Health Care Select Sector SPDR ETF (XLV) and SPDR S&P Biotech ETF (XBI) are gaining traction, with XLV up over 4% and XBI over 12% in the past month, making them attractive defensive investments.
Financial and Semiconductor ETFs: The iShares U.S. Financials ETF (IYF) and iShares U.S. Financial Services ETF (IYG) are positioned for a rebound, while the VanEck Semiconductor ETFs (SMH and SMHX) are benefiting from strong demand in AI and data centers.
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Analyst Views on JPM
Wall Street analysts forecast JPM stock price to rise
19 Analyst Rating
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 310.820
Low
260.00
Averages
341.38
High
400.00
Current: 310.820
Low
260.00
Averages
341.38
High
400.00
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Excitement for Health Care Deals: J.P. Morgan's leadership expresses strong enthusiasm for upcoming health care deals, indicating a strategic focus in this sector.
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See More
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See More
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- New Structural Implementation: The new organizational structure will have chief data and analytics officers for payments, global banking, securities services, and markets reporting jointly to Halamish and their respective business heads, thereby enhancing cross-departmental collaboration.
- Data Governance Enhancement: The revamped team will focus on improving data quality, strengthening governance, preparing infrastructure for AI agents, and driving end-to-end transformation in areas like credit and client onboarding to enhance customer experience.
- Strategic Transformation Goals: Through this series of changes, JPMorgan aims to maintain its competitive edge in the fast-paced financial market while laying the groundwork for future technological innovations.
See More
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- Diverse ETF Themes: Fundstrat's GRNY ETF launched in November 2024, encompasses various investment themes including value investing, despite a year-to-date decline of 0.32%, it has risen 18.31% over the past 52 weeks, indicating some market appeal.
- Overlap with Dow Jones: The GRNY ETF shares eight stocks with the Dow Jones Industrial Average, including well-known tech stocks like Apple, Amazon, Microsoft, and Nvidia, with respective weights of 2.55%, 2.16%, 2.11%, and 2.51% in GRNY, reflecting a similarity in investment strategies.
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- Market Performance Comparison: In contrast to the GRNY ETF, the SPDR Dow Jones Industrial Average ETF has increased by 3.46% year-to-date and 12.08% over the past 52 weeks, showcasing the relative strength of Dow components, which may impact investor confidence in GRNY.
See More
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- Improving Affordability: Despite the sales decline, the Housing Affordability Index indicates that housing is the most affordable since March 2022, as wage growth outpaces home price increases and mortgage rates are lower than last year, suggesting potential recovery opportunities in the market.
- Russian Policy Shift: The Russian government is considering a new economic partnership with the U.S., including a return to the dollar settlement system, which could weaken ties with Beijing and significantly impact global financial markets, marking a notable shift in Russian economic strategy.
- Credit Card Rate Controversy: White House trade advisor urged JPMorgan CEO Jamie Dimon to lower credit card interest rates, criticizing the high charges to American consumers, reflecting the administration's focus on reducing living costs and potentially affecting the bank's public image and policy direction.
See More
