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JPMorgan Healthcare Leaders ETF
JDOC performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 11, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -2.51% | +5.28% | +4.84% | +16.92% | ||
| Flows | - | - | -$34K | -$34K | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | J.P. Morgan Asset Management |
| N° of holdings | 57 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | November 1, 2023 |
| ESG | No |
More data and info about JDOC on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 57
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +17.49% | +15.43% | ||
Max drawdown | -6.01% | -9.66% | ||
Max drawdown duration | 17d | 154d | N/A | N/A |
Time to recover | N/A | 98d | N/A | N/A |
What type of ETF is JDOC?
JDOC is a Active ETF that provides exposure to Equity assets. It is managed by J.P. Morgan Asset Management.
What does JDOC invest in?
This ETF provides exposure to Other Global Health Care Equities. It is part of the segment: Global Blended Cap.
What is the expense ratio of JDOC?
The total expense ratio (TER) of JDOC is 0.65%, representing the annual fee charged by the fund manager.
When was JDOC launched?
JDOC was launched on November 1, 2023, marking its entry into the ETF market.
Who is the issuer of JDOC?
JDOC is issued by J.P. Morgan Asset Management.
What is the AUM of JDOC?
As of September 11, 2026, JDOC manages $9.10 M, reflecting the total assets held in the fund.
How has JDOC performed recently?
As of September 11, 2026, JDOC delivered a return of -2.51% over the past month (1M performance), 5.28% over the past three months (3M), and 4.84% year-to-date (YTD).
Does JDOC pay dividends?
As of September 11, 2026, JDOC has a trailing 12-month distribution yield of 0.84%.
How many holdings are in JDOC
As of July 31, 2026, JDOC holds 57 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is JDOC?
As of July 31, 2026, JDOC holds 57 securities, with 61.77% of its assets concentrated in its top 15 holdings.
What are the top holdings of JDOC?
As of July 31, 2026, JDOC holds a portfolio of 57 underlyings, with its largest positions including Eli Lilly & Co., AbbVie, Inc. and UnitedHealth Group, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does JDOC invest in?
As of July 31, 2026, JDOC has its largest geographic exposures in USA.
What sectors or themes does JDOC focus on?
As of July 31, 2026, JDOC is primarily exposed to Healthcare.
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