LVDS

J.P. Morgan$59.25+0.33 (+0.55%)
AUM $108.3MER 0.30%NAV $58.50Holdings 132

Price Chart

Key Statistics

Previous Close

$58.92

Day Range

$59.25$59.38

52-Week Range

$49.27$59.25

Avg Volume

3.1K

Dividend Yield

Expense Ratio

0.30%

AUM

$108.3M

Shares Outstanding

1.8M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology18.96%
Financial Services18.54%
Consumer Cyclical12.24%
Healthcare11.77%
Industrials11.66%
Consumer Defensive6.17%
Energy5.84%
Utilities4.64%
Real Estate4.07%
Communication Services3.41%
Basic Materials2.69%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States93.74%
Ireland2.92%
United Kingdom0.95%
Other0.69%
Bermuda0.46%
Netherlands0.45%
Switzerland0.43%
Singapore0.37%

Fund Information

Category
Technology
Inception Date
Feb 28, 2003
Exchange
BATS
Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. In implementing its main strategies, it invests primarily in common stocks. The fund may also invest in real estate investment trusts (REITs).

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$866.46B
SPYState Street SPDR S&P 500 ETF$780.71B
VXUSVanguard Total International Stock ETF$651.00B

The JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an exchange-traded fund issued by J.P. Morgan that launched on Feb 28, 2003. It currently manages $108.3M in assets under management. The fund charges an expense ratio of 0.30%. The fund holds 132 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 28.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1AMZNAMAZON.COM INC COMMON6.01%27,859$6.5M
2AAPLAPPLE INC COMMON STOCK5.24%17,651$5.7M
3MSFTMICROSOFT CORP COMMON4.40%12,480$4.8M
4XOMEXXONMOBIL HOLDINGS CORP2.35%16,241$2.5M
5BACBANK OF AMERICA CORP2.07%36,650$2.2M
6ABBVABBVIE INC COMMON STOCK1.90%8,021$2.1M
7BRK-BBERKSHIRE HATHAWAY INC1.70%3,762$1.8M
8PMPHILIP MORRIS1.68%9,516$1.8M
9WFCWELLS FARGO & CO COMMON1.64%20,554$1.8M
10RTXRTX CORP1.48%7,690$1.6M
11MSMORGAN STANLEY DEAN1.46%7,333$1.6M
12JNJJOHNSON & COMMON1.45%6,062$1.6M
13UNHUNITEDHEALTH GROUP INC1.30%3,336$1.4M
14NEENEXTERA ENERGY INC1.25%15,127$1.4M
15TRVTRAVELERS COS INC/THE1.20%3,448$1.3M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.55%
1W
+1.44%
1M
+3.98%
3M
+10.51%
6M
+14.37%
YTD
+18.43%
1Y
+17.59%
3Y
+18.15%
5Y
+18.15%

Moving Averages

20-Day MA

$58.14

Above 20-Day MA
50-Day MA

$56.93

Above 50-Day MA
200-Day MA

$53.16

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$59.25

Current Price

$59.25

52-Week Low

$49.27

$49.27$59.25

Current Yield

Annual Dividend

$7.6344

Frequency

Irregularx/year

Last Ex-Date

Mar 24, 2026

Dividend History

Ex-DateAmountPay Date
Mar 24, 2026$0.1550Mar 26, 2026
Dec 15, 2025$3.6234Dec 17, 2025
Dec 15, 2025$3.6230Dec 17, 2025
Sep 23, 2025$0.2330Sep 25, 2025
Sep 23, 2025$0.2326Sep 25, 2025

Dividend Payments Over Time

Category Comparison

MetricLVDSTechnology(1511 ETFs)
Fund Info
Expense Ratio0.30%0.61%
AUM$108.3M$7.93B
Dividend Yield2.99%
Avg Volume3.1K657.0K
Holdings132226
Performance
1-Month Return+3.18%-1.81%
6-Month Return+16.45%+11.69%
YTD Return+18.65%+9.60%
1-Year Return+14.13%+12.13%

Compare with Another ETF

Search for an ETF to compare with LVDS:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.