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 Q3	$264K	Sell	4,344 -83	-2%	-$5.12K	0.01%	915
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

Krilogy Financial's JDOC Position: Q3 2026 in Review

Krilogy Financial reduced its JPMorgan Healthcare Leaders ETF (JDOC) stake by 1.9% in Q3 2026, selling an estimated $5.12K and leaving 4,344 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #915.

Krilogy Financial first reported a position in JDOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $517K in Q4 2024. 1 fund tracked by Wall St. Rank holds JDOC as of Q3 2026.

Krilogy Financial held 4,344 shares of JPMorgan Healthcare Leaders ETF worth $264K as of Q3 2026.
Krilogy Financial sold 83 JPMorgan Healthcare Leaders ETF shares in Q3 2026, an estimated $5.12K.
JPMorgan Healthcare Leaders ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #915 holding.
Krilogy Financial first reported a position in JPMorgan Healthcare Leaders ETF in Q4 2024 and has held it in 6 quarters since.
Krilogy Financial's JPMorgan Healthcare Leaders ETF position peaked at $517K in Q4 2024.
1 fund tracked by Wall St. Rank held JPMorgan Healthcare Leaders ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.