LCDS - ETF AI Analysis
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JPMorgan Fundamental Data Science Large Core ETF (LCDS)
LCDS, the JPMorgan Fundamental Data Science Large Core ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, all supported by strong financial performance and long-term growth in AI, cloud, and data centers. Some holdings such as Amazon and Broadcom face short-term technical weakness and premium valuations, which can limit upside, and the fund’s concentration in large technology and AI-focused companies is the main risk if that sector experiences a downturn.
LCDS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 16.67M
- Region
- North America
- Expense Ratio
- 0.30%
- Beta
- 0.98
- Issuer
- JPMorgan
- Inception Date
- Aug 07, 2024
- Dividend Yield
- 0.86%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
LCDS Summary
LCDS is the JPMorgan Fundamental Data Science Large Core ETF, focused on large U.S. companies and guided by a data science–driven stock-picking approach rather than a traditional index. It mainly invests in big, well-known firms like Apple and Nvidia, across sectors such as technology, finance, and health care, giving investors broad diversification in one fund. Someone might consider LCDS as a core holding for long-term growth, since it targets financially strong, established businesses. A key risk is that it is heavily tilted toward large U.S. tech stocks, so its value can rise or fall sharply with swings in that part of the market.
How much will it cost me?
LCDS has an annual expense ratio of 0.30%, which means you’ll pay about $3 per year for every $1,000 invested. This cost is a bit higher than many plain-vanilla index ETFs because LCDS uses an actively managed, data-science-driven strategy rather than simply tracking a traditional index.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology leaders like Nvidia, Apple, and Microsoft, so it could benefit from continued growth in areas such as cloud computing and artificial intelligence, as well as a stable U.S. economy supporting big companies across sectors. On the downside, rising interest rates, tighter regulations on big tech or financial firms, or a broad slowdown in the U.S. stock market could hurt performance, especially given its strong tilt toward technology and other economically sensitive sectors.
LCDS Top 10 Holdings
LCDS is leaning heavily on U.S. Big Tech and AI, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Apple and Microsoft have been steadily rising, while Nvidia’s recent wobble suggests some steam coming off the AI trade even as its longer-term story stays strong. Alphabet and Meta are more mixed, occasionally dragging on returns as investors reassess ad and cloud growth. Rounding things out, Exxon Mobil’s strong run gives the fund a sturdy energy ballast, but overall this is a tech-centric, U.S.-focused ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.53% | $1.42M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.73% | $1.29M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 6.75% | $1.12M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 4.22% | $703.31K | $3.41T | -0.58% | 85Outperform |
 AMZN | Amazon | 4.08% | $680.91K | $2.59T | 7.85% | 71Outperform |
 META | Meta Platforms | 2.57% | $428.42K | $1.57T | -7.72% | 76Outperform |
 MU | Micron | 2.32% | $386.79K | $1.00T | 294.96% | 79Outperform |
 AVGO | Broadcom | 2.27% | $379.15K | $1.56T | -13.38% | 76Outperform |
 WFC | Wells Fargo | 2.11% | $351.62K | $250.35B | -3.01% | 80Outperform |
 XOM | Exxon Mobil | 2.09% | $348.80K | $769.96B | 63.27% | 74Outperform |
LCDS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCDS, the sentiment is Neutral. The current price of 73.00 is below the 20-day moving average (MA) of 74.01, below the 50-day MA of 73.73, and above the 200-day MA of 69.71, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 42.51 is Neutral, neither overbought nor oversold. The STOCH value of 57.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LCDS.
LCDS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LCDS | $73.00 | $83.00(13.70% Upside) | $16.67M | 0.30% | 74Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 FCUS | $36.61 | $47.35(29.34% Upside) | $86.02M | 0.80% | 67Neutral |
 EGGQ | $43.39 | $66.70(53.72% Upside) | $77.29M | 0.93% | 58Neutral |
 REGS | $11.08 | $14.68(32.48% Upside) | $76.65M | 0.35% | 74Outperform |
 SPCT | $27.98 | $32.05(14.55% Upside) | $71.86M | 0.85% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LCDS | JPMorgan Fundamental Data Science Large Core ETF | 73.00 | 8.35 | 12.92% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| EGGQ | NestYield Visionary ETF | 43.39 | -3.25 | -6.98% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% | |
| SPCT | Liberty One Spectrum ETF | 27.98 | 3.04 | 12.18% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.