JDOCJpmorgan Healthcare Leaders ETF
Seeks long-term capital appreciation.
By JPMorgan · Launched 2023
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$9M
#5,012 of 6,040 · small
Return (1Y)
+20.9%
Track Record
2 years
#3,206 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,087+20.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 46.6% of fundmoderately concentrated
Eli Lilly & Co.
6.8%
AbbVie, Inc.
6.6%
Johnson & Johnson
6.2%
UnitedHealth Group, Inc.
5.8%
AstraZeneca plc
4.6%
Merck & Co., Inc.
4.2%
Bristol-Myers Squibb Co.
3.5%
Thermo Fisher Scientific, Inc.
3.2%
Intuitive Surgical, Inc.
3.0%
CVS Health Corp.
2.7%
Asset allocation
Stocks
99.8%
Cash
0.3%
By sector
Healthcare
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.2%Moderate
Year-on-year price swings
Max drawdown
-20.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities of pharmaceutical, biotechnology, healthcare services, technology, medical technology, and life sciences companies globally, focusing on mid- and large-capitalization firms. Targets companies the adviser believes are leaders in the healthcare sector with underappreciated growth potential.
- Inception date
- November 1, 2023
- Fund family
- JPMorgan
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18