JPMorgan Healthcare Leaders ETF
$60.02+0.28 (+0.46%)
- 0.65%
- $9M
- +14.3%
- 0.84%
- 0M sh
- $60.69
- low $53.70high $64.69
The ETF.net JDOC Grade
C
Score 42 out of 100
- 22 of 35
Score 42 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.C51 out of 100Rank 16 of 35Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C54 out of 100Rank 17 of 35Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.F5 out of 100Rank 35 of 35Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B58 out of 100Rank 16 of 35Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.C40 out of 100Rank 27 of 35
Our read on JDOC
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.
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.am.jpmorgan.com
- The mandate is global, so European and Asian drugmakers and device firms are as eligible as US-listed ones.am.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.govam.jpmorgan.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 Holdings
- Stocks
- 62
- 50%
- ABBV
Sectors
- Health Care100.0%
Geography
- United States73.22%
- Switzerland7.55%
- United Kingdom5.02%
- Denmark3.63%
- Japan3.29%
- Germany2.92%
- Netherlands2.26%
- Israel1.50%
- 0.61%
Developed 94% · Emerging 6%
JDOC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
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JDOC$11,425
Returns run to the Oct 12, 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.
| Period | JDOC |
|---|---|
| Year to date | +5.0% |
| 1 month | 0.0% |
| 3 months | +0.1% |
| 1 year | +14.3% |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | JDOC |
|---|---|---|
| 2026 YTD | +5.0% | |
| 2025 | +15.4% | |
| 2024 | −1.0% | |
| 2023 | +10.7% |
JDOC in the news
JDOC Dividends
- 0.84%
- $0.51
- $0.51 per share
- Annual
Distribution history
JDOC Risk
- 13.8%
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.
- 0.35
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.
- −20.8%
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.
- 0.47
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
JDOC Cost
0.65%
JDOC0.65%
- The middle half of US Active Sector funds
- Median 0.65%
15 of the 35 US Active Sector funds charge less.
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