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About JPMorgan Healthcare Leaders ETF
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Inception date
Nov 1, 2023
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
JDOC uses proprietary research to select healthcare companies considered to be leaders in the space and underappreciated by the market. The fund may be invested in companies across all market capitalizations and located anywhere around the world. Although, the adviser expects a majority of the holdings to be of mid- or large-cap companies located in the US. Companies considered for inclusion are believed to have catalysts that will lead to outperform their peers. For example, such companies may be obtaining regulatory approvals, received favorable clinical outcomes, improving sales growth, or positive research and development momentum. The adviser selects those in which the magnitude and duration of future growth is not yet realized in the stock. The fund may use derivates to manage risk or gain equity exposure. Also, as part of its investment process, the adviser seeks to assess the impact of related ESG factors.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Stocks98.92%
Health Technology81.89%
Health Services9.02%
Distribution Services4.41%
Retail Trade2.27%
Technology Services1.34%
Bonds, Cash & Other1.08%
Cash1.08%
Stock breakdown by region
North America69.55%
Europe27.14%
Asia3.30%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history