LCDS

J.P. Morgan$67.78-0.17 (-0.24%)
AUM $15.3MER 0.30%NAV $67.94Holdings 100

Price Chart

Key Statistics

Previous Close

$67.95

Day Range

$67.74$67.78

52-Week Range

$52.53$68.31

Avg Volume

64

Dividend Yield

0.93%

Expense Ratio

0.30%

AUM

$15.3M

Shares Outstanding

206.3K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.79%
Financial Services12.65%
Communication Services10.15%
Consumer Cyclical9.81%
Healthcare9.52%
Industrials8.89%
Consumer Defensive4.93%
Energy4.40%
Utilities3.03%
Real Estate1.66%
Basic Materials1.16%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States95.73%
Ireland2.15%
Netherlands1.06%
Other0.57%
United Kingdom0.20%
Sweden0.19%
Switzerland0.10%

Fund Information

Category
Technology
Inception Date
Aug 7, 2024
Exchange
NASDAQ
Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund’s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an exchange-traded fund issued by J.P. Morgan that launched on Aug 7, 2024. It currently manages $15.3M in assets under management. The fund charges an expense ratio of 0.30%. The fund holds 100 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 43.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK9.03%6,659$1.4M
2AAPLAPPLE INC COMMON STOCK6.52%3,694$1.0M
3MSFTMICROSOFT CORP COMMON6.06%2,191$930K
4GOOGLALPHABET INC-CL A -5.18%2,313$797K
5AMZNAMAZON.COM INC COMMON4.76%2,773$732K
6METAMETA PLATFORMS INC3.06%696$470K
7AVGOBROADCOM INC COMMON3.02%1,099$465K
8WFCWELLS FARGO & CO COMMON2.14%4,146$329K
9XOMEXXON MOBIL1.84%1,903$283K
10MUMICRON TECHNOLOGY INC1.71%529$263K
11MAMASTERCARD INC COMMON1.60%487$246K
12SEAGATE TECHNOLOGY1.53%400$235K
13TSLATESLA INC COMMON STOCK1.44%586$221K
14BACBANK OF AMERICA CORP1.24%3,673$191K
15ABBVABBVIE INC COMMON STOCK1.20%926$184K
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
-0.24%
1W
+0.53%
1M
+12.25%
3M
+2.09%
6M
+3.97%
YTD
+4.25%
1Y
+30.03%
3Y
+36.61%
5Y
+36.61%

Moving Averages

20-Day MA

$64.76

Above 20-Day MA
50-Day MA

$65.17

Above 50-Day MA
200-Day MA

$63.87

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$68.31

Current Price

$67.78

52-Week Low

$52.53

$52.53$68.31

Current Yield

0.93%

Annual Dividend

$0.6035

Frequency

4x/year

Last Ex-Date

Dec 16, 2025

Dividend History

Ex-DateAmountPay Date
Dec 16, 2025$0.1968Dec 18, 2025
Sep 23, 2025$0.1645Sep 25, 2025
Jun 24, 2025$0.1392Jun 26, 2025
Mar 25, 2025$0.1031Mar 27, 2025
Dec 24, 2024$0.1938Dec 27, 2024
Sep 24, 2024$0.0746Sep 26, 2024

Dividend Payments Over Time

Category Comparison

MetricLCDSTechnology(1414 ETFs)Technology(811 ETFs)
Fund Info
Expense Ratio0.30%0.67%0.89%
AUM$15.3M$6.79B$2.29B
Dividend Yield0.93%2.97%10.82%
Avg Volume64575.4K1.1M
Holdings100200113
Performance
1-Month Return+9.17%+9.82%
6-Month Return+7.13%+7.10%+2.83%
YTD Return+4.51%+7.03%+5.29%
1-Year Return+33.72%+40.63%+52.65%

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