UBS Group
JDOC icon

UBS Group’s JPMorgan Healthcare Leaders ETF JDOC Stock Holding History

UBS Group’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 		– Sell
-24
Closed -$1.39K – 10840
2025
Q4 		$1.39K Sell
24
-527
-96% -$29.7K ﹤0.01% 9601
2025
Q3 		$28.9K Buy
551
+453
+462% +$23K ﹤0.01% 7919
2025
Q2 		$4.95K Buy
+98
New +$4.91K ﹤0.01% 9226
2024
Q4 		– Sell
-17
Closed -$1.03K – 10176
2024
Q3 		$1.03K Buy
+17
New +$1.03K ﹤0.01% 8744

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 40.91% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 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

UBS Group's JDOC Position: Q1 2026 in Review

UBS Group sold out of JPMorgan Healthcare Leaders ETF (JDOC) in Q1 2026, closing a stake of 24 shares — an estimated $1.39K sold.

UBS Group first reported a position in JDOC in Q3 2024 and held it in 4 quarters. The position peaked at $28.9K in Q3 2025. 9 funds tracked by Wall St. Rank hold JDOC as of Q1 2026.

  • UBS Group reported no remaining JPMorgan Healthcare Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 24 JPMorgan Healthcare Leaders ETF shares in Q1 2026, an estimated $1.39K.
  • UBS Group first reported a position in JPMorgan Healthcare Leaders ETF in Q3 2024 and held it in 4 quarters.
  • UBS Group's JPMorgan Healthcare Leaders ETF position peaked at $28.9K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held JPMorgan Healthcare Leaders ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.