SCDS

J.P. Morgan$76.88+0.04 (+0.05%)
AUM $9.3MER 0.40%NAV $77.68Holdings 276

Price Chart

Key Statistics

Previous Close

$76.84

Day Range

$76.85$77.05

52-Week Range

$55.84$78.02

Avg Volume

1.7K

Dividend Yield

1.11%

Expense Ratio

0.40%

AUM

$9.3M

Shares Outstanding

122.9K

ETF Grades

?

Sector Breakdown

SectorWeight %
Financial Services18.93%
Healthcare18.75%
Technology15.15%
Industrials13.45%
Consumer Cyclical11.49%
Real Estate6.32%
Energy5.14%
Basic Materials2.97%
Utilities2.88%
Consumer Defensive2.66%
Communication Services2.26%

Country Allocation

CountryWeight %
United States91.09%
Other4.02%
Bermuda1.22%
Canada0.91%
Cayman Islands0.77%
Ireland0.73%
United Kingdom0.39%
Switzerland0.32%
Israel0.30%
Bahamas0.20%
Luxembourg0.05%

Fund Information

Inception Date
Aug 7, 2024
Exchange
NASDAQ
Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and healthcare 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
VEAVanguard FTSE Developed Markets ETF$316.30B
VTVVanguard Morningstar Value ETF$254.20B
IEFAiShares Core MSCI EAFE ETF$195.80B
IJRiShares Core S&P Small-Cap ETF$113.45B
VYMVanguard High Dividend Yield ETF$96.20B

The JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an exchange-traded fund issued by J.P. Morgan that launched on Aug 7, 2024. It currently manages $9.3M in assets under management. The fund charges an expense ratio of 0.40%. The fund holds 276 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 12.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMORGAN PRIME MONEY3.71%345,861$346K
2CHEFCHEFS' WAREHOUSE INC/THE1.06%885$99K
3TWSTTWIST BIOSCIENCE CORP0.99%738$92K
4MOG-AMOOG INC-CLASS A0.99%216$92K
5RHPRYMAN HOSPITALITY0.97%722$90K
6WSFSWSFS FINANCIAL CORP0.91%1,037$85K
7LTHLIFE TIME GROUP HOLDINGS0.89%1,877$83K
8AZZAZZ INC COMMON STOCK USD0.89%553$83K
9MCRIMONARCH CASINO & RESORT0.84%640$79K
10ENVAENOVA INTERNATIONAL INC0.83%294$77K
11RUSHARUSH ENTERPRISES INC0.77%868$72K
12FFBCFIRST FINANCIAL BANCORP0.76%2,067$71K
13FIBKFIRST INTERSTATE0.74%1,778$69K
14PRMPERIMETER SOLUTIONS INC0.73%2,027$68K
15TCBKTRICO BANCSHARES COMMON0.71%1,133$66K
Page 1 of 6

Detailed Returns

PeriodReturnETF
1D
+0.05%
1W
-0.90%
1M
+0.82%
3M
+6.04%
6M
+19.87%
YTD
+27.06%
1Y
+37.50%
3Y
+53.56%
5Y
+53.56%

Moving Averages

20-Day MA

$76.42

Above 20-Day MA
50-Day MA

$75.86

Above 50-Day MA
200-Day MA

$66.94

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$78.02

Current Price

$76.88

52-Week Low

$55.84

$55.84$78.02

Current Yield

1.11%

Annual Dividend

$0.6771

Frequency

Quarterlyx/year

Last Ex-Date

Mar 24, 2026

Dividend History

Ex-DateAmountPay Date
Mar 24, 2026$0.0520Mar 26, 2026
Dec 16, 2025$0.2872Dec 18, 2025
Sep 23, 2025$0.1925Sep 25, 2025
Jun 24, 2025$0.1455Jun 26, 2025
Mar 25, 2025$0.0633Mar 27, 2025
Dec 24, 2024$0.1895Dec 27, 2024
Sep 24, 2024$0.0425Sep 26, 2024

Dividend Payments Over Time

Category Comparison

MetricSCDSFinancial Services(800 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.40%0.65%0.52%
AUM$9.3M$3.41B$13.22B
Dividend Yield1.11%4.73%2.56%
Avg Volume1.7K838.9K500.6K
Holdings276262501
Performance
1-Month Return-5.34%-6.30%
6-Month Return+3.64%-0.22%
YTD Return+27.86%+8.79%+18.30%
1-Year Return+12.97%+11.03%

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