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JDOC
+4.77 · +8.87%
$58.52 · NASDAQ

JPMorgan Healthcare Leaders ETF (JDOC) ETF Analysis | Health

JPMorgan · USA
AUM:$8.8M
#– of – in Health ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is JDOC?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JDOC returned 10.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 47.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$8.8M
Expense Ratio0.65%
Dividend Yield0.88%
Holdings49
Inception DateNov 2023
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta–
CategoryHealth
CurrencyUSD
Portfolio Impact

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6168
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.1%
1Y
+23.4%
3Y
+37.1%
5Y
+37.1%
OpenBook InsightIf you had invested £10,000 in JDOC 5 years ago, it would have grown to £13,714 — a gain of £3,714.

Annual Returns

Calendar year performance

JDOC delivered positive returns in 3 of the last 4 calendar years.
YearJDOC
2026 YTD+8.4%
2025+15.1%
2024-2.3%
2023+10.7%
CAGR 3yr+7.6%
3/4 positive yearsAvg return: +8.0%Worst year: -2.3% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.9%
Low
Momentum
+5.0%
30-day change
Support Level
60.18
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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