Blue Water Asset Management’s JPMorgan Healthcare Leaders ETF JDOC Stock Holding History

Blue Water Asset Management’s Portfolio JDOC Stock Details JDOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,096	Closed	-$228K	–	110
2026 Q1	$228K	Hold	4,096	–	–	0.08%	98
2025 Q4	$237K	Buy	+4,096	New	+$231K	0.09%	97

Other funds holding JDOC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blue Water Asset Management's JDOC Position: Q2 2026 in Review

Blue Water Asset Management sold out of JPMorgan Healthcare Leaders ETF (JDOC) in Q2 2026, closing a stake of 4,096 shares — an estimated $228K sold.

Blue Water Asset Management first reported a position in JDOC in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 6 funds tracked by Wall St. Rank hold JDOC as of Q2 2026.

Blue Water Asset Management reported no remaining JPMorgan Healthcare Leaders ETF position as of Q2 2026 after selling out during the quarter.
Blue Water Asset Management sold 4,096 JPMorgan Healthcare Leaders ETF shares in Q2 2026, an estimated $228K.
Blue Water Asset Management first reported a position in JPMorgan Healthcare Leaders ETF in Q4 2025 and held it in 2 quarters.
Blue Water Asset Management's JPMorgan Healthcare Leaders ETF position peaked at $237K in Q4 2025.
6 funds tracked by Wall St. Rank held JPMorgan Healthcare Leaders ETF as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.