KF
JDOC icon

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Krilogy Financial's JDOC Position: Q1 2026 in Review

Krilogy Financial reduced its JPMorgan Healthcare Leaders ETF (JDOC) stake by 3.7% in Q1 2026, selling an estimated $12.5K and leaving 5,573 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #724.

Krilogy Financial first reported a position in JDOC in Q4 2024 and has held it in 4 quarters since. The position peaked at $517K in Q4 2024. 9 funds tracked by Wall St. Rank hold JDOC as of Q1 2026.

  • Krilogy Financial held 5,573 shares of JPMorgan Healthcare Leaders ETF worth $313K as of Q1 2026.
  • Krilogy Financial sold 217 JPMorgan Healthcare Leaders ETF shares in Q1 2026, an estimated $12.5K.
  • JPMorgan Healthcare Leaders ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #724 holding.
  • Krilogy Financial first reported a position in JPMorgan Healthcare Leaders ETF in Q4 2024 and has held it in 4 quarters since.
  • Krilogy Financial's JPMorgan Healthcare Leaders ETF position peaked at $517K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held JPMorgan Healthcare Leaders ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.