MCDS

J.P. Morgan$61.85+1.44 (+2.39%)
AUM $7.6MER 0.35%NAV $63.72Holdings 153

Price Chart

Key Statistics

Previous Close

$60.41

Day Range

$61.85$61.85

52-Week Range

$51.66$63.97

Avg Volume

133

Dividend Yield

1.18%

Expense Ratio

0.35%

AUM

$7.6M

Shares Outstanding

112.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials17.60%
Technology15.55%
Financial Services13.55%
Consumer Cyclical11.61%
Healthcare9.71%
Energy7.45%
Real Estate7.04%
Utilities6.79%
Consumer Defensive4.57%
Basic Materials3.87%
Communication Services2.26%

Country Allocation

CountryWeight %
United States92.68%
Other4.28%
Switzerland1.03%
Bermuda0.92%
Ireland0.85%
United Kingdom0.23%

Fund Information

Category
Industrials
Types
Mid Cap
Inception Date
Aug 7, 2024
Exchange
NASDAQ
Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

Similar ETFs

SymbolNameAUM
VOVanguard Mid-Cap ETF$198.30B
VBVanguard Small-Cap ETF$164.60B
IJHiShares Core S&P Mid-Cap ETF$115.60B
VXFVanguard Extended Market ETF$81.60B
IWRiShares Russell Mid-Cap ETF$52.10B

The JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an exchange-traded fund issued by J.P. Morgan that launched on Aug 7, 2024. It currently manages $7.6M in assets under management. The fund charges an expense ratio of 0.35%. The fund holds 153 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 16.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMORGAN PRIME MONEY4.19%322,390$322K
2WDCWESTERN DIGITAL CORP2.24%426$172K
3TERTERADYNE INC COMMON1.80%332$139K
4HWMHOWMET AEROSPACE INC1.52%481$117K
5HLTHILTON WORLDWIDE1.24%283$95K
6PWRQUANTA SERVICES INC1.19%147$92K
7STTSTATE STREET CORP COMMON1.16%592$89K
8ROSTROSS STORES INC COMMON1.15%392$89K
9WABWESTINGHOUSE AIR BRAKE1.10%318$85K
10DOVDOVER CORP COMMON STOCK1.10%376$85K
11VRTVERTIV HOLDINGS CO1.03%245$79K
12CAHCARDINAL HEALTH INC1.02%391$78K
13MPCMARATHON PETROLEUM CORP1.01%347$78K
14CMSCMS ENERGY CORP COMMON1.00%1,007$77K
15MTBM&T BANK CORP COMMON0.97%348$75K
Page 1 of 4

Detailed Returns

PeriodReturnETF
1D
+2.39%
1W
-0.36%
1M
+9.86%
3M
+5.20%
6M
+10.68%
YTD
+7.85%
1Y
+23.37%
3Y
+27.48%
5Y
+27.48%

Moving Averages

20-Day MA

$61.16

Above 20-Day MA
50-Day MA

$61.20

Above 50-Day MA
200-Day MA

$58.89

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$63.97

Current Price

$61.85

52-Week Low

$51.66

$51.66$63.97

Current Yield

1.18%

Annual Dividend

$0.7176

Frequency

4x/year

Last Ex-Date

Dec 16, 2025

Dividend History

Ex-DateAmountPay Date
Dec 16, 2025$0.2474Dec 18, 2025
Sep 23, 2025$0.2136Sep 25, 2025
Jun 24, 2025$0.1686Jun 26, 2025
Mar 25, 2025$0.0880Mar 27, 2025
Dec 24, 2024$0.2702Dec 27, 2024
Sep 24, 2024$0.0864Sep 26, 2024

Dividend Payments Over Time

Category Comparison

MetricMCDSIndustrials(380 ETFs)Mid Cap(315 ETFs)
Fund Info
Expense Ratio0.35%0.64%0.47%
AUM$7.6M$3.14B$4.60B
Dividend Yield1.18%2.03%1.67%
Avg Volume133220.7K343.9K
Holdings153265249
Performance
1-Month Return+6.01%+6.08%
6-Month Return+10.35%+11.21%+8.83%
YTD Return+8.83%+10.60%+7.41%
1-Year Return+26.18%+41.06%+29.61%

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