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Launched · SEC filings

JPMorgan Healthcare Leaders ETF

JDOCNasdaqJ.P. MorganC

$65.39−0.27 (−0.42%)

At close: Nov 2, 2026, 4:00 PM ET

C41/ 100

Rank 23 of 35 in US Active Sector

C41/100Rank 23 of 35inUS Active Sector
Intraday session: down, 79 prints from 65.66 to 65.39. Range 65.24 to 65.81. Use the arrow keys to read each point.65.3065.5065.6065.8010 AM12 PM2 PM4 PM
Expense ratio
0.65%
Fund size
$10M
1Y total return
+20.3%
Yield · Last 12 months
0.78%
Holdings
56
Avg volume · 30D
389 sh
52W range
low $53.87high $66.29
Launched
Filings
SEC EDGAR

The ETF.net JDOC Grade

Based on 5 of 6 pillars

C

Score 41 out of 100

Category
US Active Sector⁠
Rank
23 of 35
Six-pillar profile for JDOC. Scores out of 100: Cost 43, Risk 64, Mission not scored, Tradability 4, Holdings 57, Durability 40. Strongest: Risk (64). Weakest: Tradability (4). Based on 5 of 6 pillars.

Score 41 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    C43 out of 100
    Rank 19 of 35

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    B64 out of 100
    Rank 8 of 35

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    F4 out of 100
    Rank 35 of 35

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B57 out of 100
    Rank 17 of 35

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    C40 out of 100
    Rank 27 of 35

Our read on JDOC

ETF.net Research

In short

CMost healthcare ETFs just buy the sector list. JDOC is the stock-picker's version: about 60 names chosen by J.P. Morgan healthcare specialists hunting companies whose future growth the market underrates, with the whole globe in bounds.

Stated mandate

Seeks long-term capital appreciation by investing primarily in healthcare companies that the adviser considers leaders, particularly where future growth is underappreciated by the market.

Why people hold it

  • Concentrated by design: about 60 healthcare stocks rather than the full sector roster, so the managers' picks actually shape the portfolio.jpmorgan.com
  • The mandate is global, so European and Asian drugmakers and device firms are as eligible as US-listed ones.jpmorgan.com
  • Run by J.P. Morgan portfolio managers who specialize in healthcare inside its equity research groups, leaning on the firm's global bench of sector analysts.sec.govjpmorgan.com
  • 0.65% a year for specialist active research sits right at the median fee for actively managed US equity ETFs, not a markup for the J.P. Morgan name.

Worth knowing

  • A small fund that trades thinly since its 2023 launch, so spreads can run wider than on the giant healthcare index ETFs and execution matters more.
  • One sector, roughly 60 names. Drug pricing rules, patent cliffs and trial outcomes land harder here than in a diversified fund.prnewswire.com
  • Broad active core rivals like DFAC and AVLC charge under 0.2% for far wider portfolios. JDOC's fee reflects a narrow specialist mandate, not a core holding's price.

JDOC Performance

Launched Nov 1, 2023

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.Not enough history yet.
JDOC$12,033
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,146
Oct 31, 2025 to Nov 2, 2026. JDOC $12,033. SPY $11,146. Use the arrow keys to read each point.$10,000$11,000$12,000Oct 2025May 2026Nov 2026

Oct 31, 2025 – Nov 2, 2026

Returns run to the Nov 2, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for JDOC. Periods over one year show the average yearly return.
PeriodJDOC
Year to date+13.0%
1 month+9.8%
3 months+7.8%
1 year+20.3%
3 yearsper year+12.6%
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for JDOC
YearReturn barJDOC
2026 YTD+13.0%
2025+15.4%
2024−1.0%
2023+10.7%

History from Nov 2, 2023

JDOC in the news

JDOC Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Nov 2, 2026.
0.78%Last 12 months
Payout per share
$0.51Last 12 months
Last payment
$0.51 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Annual

Distribution history

2023–2026

One bar per payment. 4 payments from 2023 to 2026 YTD. Dec 19, 2023 $0.08; Dec 16, 2024 $2.49; Dec 24, 2024 $0.33; Dec 16, 2025 $0.51. Use the arrow keys to read each point.2023202420252026YTD
Ex-datePay dateAmount per share
Dec 16, 2025Dec 18, 2025$0.51
Dec 24, 2024Dec 27, 2024$0.33
Dec 16, 2024Dec 18, 2024$2.49
Dec 19, 2023Dec 22, 2023$0.08

$10,000 in JDOC 3 years ago paid $699 in dividends.

JDOC Risk

Risk pillarB64 out of 100Rank 8 of 35 in US Active Sector
How much the fund’s monthly returns vary, scaled to a year.
14.3%
Annualised · 35 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.52
vs 3-month T-bills · 35 months to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−20.8%
36 months · trough May 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.47
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

JDOC Cost

Compare JDOC and TRUF

Overpaying vs TRUF, tied cheapest in US Active Sector

$10,611

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JDOC 0.65%

    $12,717

  • TRUF 0.10% Tied cheapest

    $2,106

$10,000
30 years

Cost over time

  • JDOC 0.65%
  • TRUF 0.10%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530JDOC $12,717TRUF $2,106

Year by year

YearJDOCTRUFOverpaying
10$1,163$183$980
20$4,440$717$3,723
30$12,717$2,106$10,611

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