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Not Investment Advice

LVDS

JPMorgan Fundamental Data Science Large Value ETF
1W: +1.7% 1M: +4.4% 3M: +11.1% YTD: +17.3%
$59.61
+0.44 (+0.75%)
 
Weekly Expected Move ±1.2%
$57 $58 $59 $60 $60
ETF NASDAQ · AUM $107.1M
Key Statistics
AUM$107M
Holdings129
Top 10 Wt28.5%
Volume2,370
Avg Volume2,562
Beta0.75
Portfolio Fundamentals
P/E29.1
P/B7.4
Div Yield1.62%
ROE27.5%
% Profitable91%
Inception2025-07-14
Sector Allocation
Financial Services 18.7%
Technology 18.7%
Healthcare 11.7%
Consumer Cyclical 11.1%
Industrials 10.9%
Energy 6.5%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 AMAZON.COM INC COMMON AMZN 5.92% $6.5M 27,859
2 APPLE INC COMMON STOCK AAPL 5.38% $5.9M 17,651
3 MICROSOFT CORP COMMON MSFT 4.36% $4.8M 12,480
4 EXXONMOBIL HOLDINGS CORP XOM 2.33% $2.5M 16,241
5 BANK OF AMERICA CORP BAC 2.08% $2.3M 36,650
6 ABBVIE INC COMMON STOCK ABBV 1.90% $2.1M 8,021
7 BERKSHIRE HATHAWAY INC BRK-B 1.70% $1.9M 3,762
8 PHILIP MORRIS PM 1.68% $1.8M 9,516
9 WELLS FARGO & CO COMMON WFC 1.62% $1.8M 20,554
10 RTX CORP RTX 1.50% $1.6M 7,690

Recent Holding Changes

Date Holding Change Details
2026-07-20 TRV Changed 3807 → 3448
2026-07-14 JAZZ New
2026-07-13 HONAV New
2026-07-13 HONA Removed
2026-07-08 ACGL New

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