LCDS - ETF AI Analysis
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JPMorgan Fundamental Data Science Large Core ETF (LCDS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum.
Leading Technology and Growth Names
Top holdings like Nvidia, Apple, Alphabet, Amazon, Broadcom, Micron, and Exxon Mobil have generally shown strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, health care, consumer, industrials, energy, and utilities, which helps reduce reliance on any single industry.
Negative Factors
Heavy Concentration in a Few Stocks
A small group of large technology and growth companies makes up a big portion of the portfolio, increasing the impact if any of these names run into trouble.
Mixed Performance Among Top Holdings
Some major positions like Microsoft, Meta Platforms, and Wells Fargo have shown weaker or lagging performance, which can drag on the fund’s overall results.
Almost Entirely U.S.-Focused
With nearly all assets in U.S. companies, the ETF offers little geographic diversification and is highly sensitive to the U.S. market and economy.
LCDS vs. SPDR S&P 500 ETF (SPY)
AUM16.47M
RegionNorth America
Expense Ratio0.30%
Beta0.98
IssuerJPMorgan
Inception DateAug 07, 2024
Dividend Yield0.85%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume49
30 Day Avg. Volume229
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
89.14Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering113
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCDS Summary
LCDS is the JPMorgan Fundamental Data Science Large Core ETF, focused on large U.S. companies across many sectors, with a strong tilt toward technology. It doesn’t track a traditional index; instead, it uses data science to pick financially solid large-cap stocks. Top holdings include well-known names like Apple, Nvidia, Microsoft, and Amazon, giving investors exposure to major market leaders and potential long-term growth in one fund. This ETF can still be volatile and is heavily influenced by big tech stocks, so its value can go up and down with the stock market.
How much will it cost me?The JPMorgan Fundamental Data Science Large Core ETF (LCDS) has an expense ratio of 0.30%, which means you’ll pay $3 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an active, data-driven strategy to select investments rather than passively tracking an index.
What would affect this ETF?The LCDS ETF, with its strong focus on large-cap technology and financial companies, could benefit from continued innovation in tech and stable economic growth in the U.S., its primary geographic exposure. However, it may face challenges from rising interest rates, which can negatively impact growth-oriented sectors like technology, and regulatory changes affecting major holdings such as Nvidia, Microsoft, and Apple. Economic slowdowns or shifts in consumer behavior could also impact sectors like consumer cyclical and communication services.
LCDS Top 10 Holdings
LCDS is leaning heavily into U.S. mega-cap tech, with Nvidia and Microsoft doing most of the heavy lifting as their AI and cloud stories keep the stocks rising. Micron has also been a quiet powerhouse, riding the memory and AI wave. Apple, by contrast, looks like it’s losing a bit of steam lately, while Meta’s recent slide has turned it from a leader into a mild drag. Outside tech, Exxon Mobil’s steady climb offers some old-economy ballast, but this fund’s story is still very much a U.S. Big Tech and AI play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.84% | $1.45M | $5.26T | 22.76% | 76 Outperform | |
| Apple | 7.33% | $1.21M | $4.85T | 41.95% | 79 Outperform | |
| Microsoft | 6.35% | $1.04M | $3.68T | -2.80% | 79 Outperform | |
| Alphabet Class A | 4.80% | $789.59K | $4.12T | 40.57% | 85 Outperform | |
| Amazon | 4.25% | $698.49K | $2.77T | 12.55% | 71 Outperform | |
| Meta Platforms | 2.69% | $442.04K | $1.65T | -14.24% | 76 Outperform | |
| Micron | 2.46% | $404.65K | $1.10T | 520.28% | 79 Outperform | |
| Broadcom | 2.41% | $396.55K | $1.73T | 0.59% | 76 Outperform | |
| Wells Fargo | 2.25% | $370.86K | $273.04B | 10.84% | 80 Outperform | |
| Exxon Mobil | 1.91% | $314.43K | $682.54B | 47.99% | 74 Outperform |
LCDS Technical Analysis
Neutral
―
Price Trends
73.03
Negative
71.69
Positive
68.41
Positive
Market Momentum
0.03
Positive
44.20
Neutral
18.14
Positive
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 undefined is equal to the 20-day moving average (MA) of 73.68, equal to the 50-day MA of 73.03, and equal to the 200-day MA of 68.41, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 44.20 is Neutral, neither overbought nor oversold. The STOCH value of 18.14 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LCDS.
LCDS Peer Comparison
Comparison Results
Performance Comparison
LCDS
JPMorgan Fundamental Data Science Large Core ETF
72.92
10.55
16.92%
PRMR
PeakShares RMR Prime Equity ETF
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―
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FCUS
Pinnacle Focused Opportunities ETF
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―
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EGGQ
NestYield Visionary ETF
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―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
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―
―
LCF
Touchstone US Large Cap Focused ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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