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JDOC

JDOC Quarterly Institutional 13F Update

Jpmorgan Healthcare Lead ETF

+$397.2K

Net Activity

Data as of: 2026-03-31

Institutions Holding

9

Popularity Rank

#10098

Avg Weight

0.03%

Total Value

$7.5M

Ownership Trend

9 institutions currently hold JDOC, with 5 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

JC
Jpmorgan Chase & Co
$4.8M
CA
Citadel Advisors LLC
$1.1M
IP
Ignite Planners, LLC
$528.7K
KF
Krilogy Financial LLC
$313.2K
SA
Sanctuary Advisors, LLC
$271.9K

Top 5 by Conviction

IP
Ignite Planners, LLC
0.08%
LW
LeClair Wealth Partners LLC
0.08%
BW
Blue Water Asset Management
0.08%
KF
Krilogy Financial LLC
0.01%
JC
Jpmorgan Chase & Co
0.00%
View all 9 holding institutions

Across its top 9 institutional holders, JDOC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$1.9M

Total Buy Value

$1.1M

Total Sell Value

New buy3
Trim2
Add2
Sold out3

5

Net Buyers

5

Net Sellers

Smart Money Convergence

JDOC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/JDOC

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46654Q765

FAQ

Who are the top institutional investors holding JPMORGAN HEALTHCARE LEAD ETF (JDOC)?
Major stakeholders currently include Jpmorgan Chase & Co ($4.8M), Citadel Advisors LLC ($1.1M), Ignite Planners, LLC ($528.7K). Based on the latest 13F filings, there are a total of 9 tracked investment funds and institutions maintaining positions in JDOC.
What is the overall institutional sentiment toward JDOC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $397.2K, driven by 5 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their JDOC positions?
In the latest period, 2 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $1.1M.
Are there any notable investors adding JDOC to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.9M.

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Developer Access

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