· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $62.24Day +1.99%1Y +24.2%Off 52W high −0.0%Vol (1Y) 15.1%
Daily closing price, split-adjusted to the current basis; 2.7y shown of 684 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover3.4d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
JDOC is not in the screener universe.
| YTD+7.6% |
| 1Y+24.2% |
| Since incept. (ann.)+11.9% |
Total return through 2026-07-28 · series begins 2023-11-02. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)15.1% |
| Ann. volatility (3Y)14.7% |
| Sharpe (1Y)1.52 |
| Sharpe (3Y)0.84 |
| Max drawdown (1Y)−9.6% |
| Max drawdown (3Y)−20.9% |
| Beta (3Y vs SPY)0.36 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 88,196 | $5M | — | +0.0% |
| CITADEL ADVISORS LLC | 20,421 | $1M | — | +138.4% |
| Ignite Planners, LLC | 9,516 | $528,708 | — | +0.6% |
| Krilogy Financial LLC | 5,573 | $313,231 | — | −3.7% |
| Sanctuary Advisors, LLC | 4,893 | $271,863 | — | −23.1% |
| Blue Water Asset Management | 4,096 | $227,597 | — | +0.0% |
| LeClair Wealth Partners LLC | 4,096 | $227,597 | — | new |
| ROYAL BANK OF CANADA | 120 | $7,000 | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for JDOC.
