KF
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Krilogy Financial’s JPMorgan Healthcare Leaders ETF JDOC Stock Holding History

Krilogy Financial’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 		$267K Sell
4,427
-1,146
-21% -$64.6K 0.01% 867
2026
Q1 		$313K Sell
5,573
-217
-4% -$12.5K 0.01% 724
2025
Q4 		$345K Sell
5,790
-168
-3% -$9.47K 0.01% 679
2025
Q3 		$325K Buy
+5,958
New +$302K 0.01% 652
2025
Q1 		– Sell
-10,212
Closed -$517K – 234
2024
Q4 		$517K Buy
+10,212
New +$581K 0.03% 195

Other funds holding JDOC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Krilogy Financial's JDOC Position: Q2 2026 in Review

Krilogy Financial reduced its JPMorgan Healthcare Leaders ETF (JDOC) stake by 21% in Q2 2026, selling an estimated $64.6K and leaving 4,427 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #867.

Krilogy Financial first reported a position in JDOC in Q4 2024 and has held it in 5 quarters since. The position peaked at $517K in Q4 2024. 6 funds tracked by Wall St. Rank hold JDOC as of Q2 2026.

  • Krilogy Financial held 4,427 shares of JPMorgan Healthcare Leaders ETF worth $267K as of Q2 2026.
  • Krilogy Financial sold 1,146 JPMorgan Healthcare Leaders ETF shares in Q2 2026, an estimated $64.6K.
  • JPMorgan Healthcare Leaders ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #867 holding.
  • Krilogy Financial first reported a position in JPMorgan Healthcare Leaders ETF in Q4 2024 and has held it in 5 quarters since.
  • Krilogy Financial's JPMorgan Healthcare Leaders ETF position peaked at $517K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held JPMorgan Healthcare Leaders ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.