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LVDS

JPMorgan Fundamental Data Science Large Value ETF
1W: -0.9% 1M: -1.1% 3M: +6.8% YTD: +18.4%
$60.17
+0.52 (+0.88%)
 
Weekly Expected Move ±1.1%
$59 $59 $60 $61 $62
ETF NASDAQ · AUM $105.7M
Key Statistics
AUM$106M
Holdings129
Top 10 Wt29.7%
Volume1,717
Avg Volume4,016
Beta0.62
Portfolio Fundamentals
P/E26.4
P/B7.8
Div Yield1.63%
ROE31.9%
% Profitable93%
Inception2025-07-14
Sector Allocation
Technology 19.9%
Financial Services 18.6%
Healthcare 11.9%
Consumer Cyclical 11.1%
Industrials 10.2%
Energy 6.9%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 AMAZON.COM INC COMMON AMZN 6.35% $7.2M 28,611
2 MICROSOFT CORP COMMON MSFT 5.54% $6.3M 12,816
3 APPLE INC COMMON STOCK AAPL 5.03% $5.7M 18,127
4 EXXONMOBIL HOLDINGS CORP XOM 2.41% $2.7M 16,679
5 BANK OF AMERICA CORP BAC 2.08% $2.4M 37,640
6 ABBVIE INC COMMON STOCK ABBV 1.82% $2.1M 8,237
7 BERKSHIRE HATHAWAY INC BRK-B 1.72% $2.0M 3,864
8 WELLS FARGO & CO COMMON WFC 1.67% $1.9M 21,108
9 PHILIP MORRIS PM 1.60% $1.8M 9,772
10 JOHNSON & COMMON JNJ 1.46% $1.7M 6,226

Recent Holding Changes

Date Holding Change Details
2026-09-09 HON New
2026-09-09 HONA New
2026-09-09 HONAV Removed
2026-09-09 HONIV Removed
2026-08-20 Q Changed 2477 → 2543

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms