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LCDS - ETF AI Analysis

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LCDS

JPMorgan Fundamental Data Science Large Core ETF (LCDS)

Rating:74Outperform
Price Target:
LCDS, the JPMorgan Fundamental Data Science Large Core ETF, earns a solid overall rating thanks to heavy exposure to high-quality tech leaders like Alphabet, Microsoft, and Apple, whose strong financial performance, growth in AI and cloud, and generally positive technical trends support the fund’s long-term potential. However, the fund is heavily tilted toward large technology and AI-related names such as Nvidia and Micron, which adds sector concentration risk, and holdings like Seagate, with higher leverage and valuation concerns, may slightly weigh on the rating.
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the year so far and in recent months, indicating solid recent momentum.
Leading Technology and Growth Names
Top holdings include several well-known technology and growth companies that have delivered strong gains this year, helping drive the fund’s results.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry runs into trouble.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Underperforming Large Holdings
Some major positions, including well-known technology and financial stocks, have shown weak performance this year, which can drag on overall returns.
Small Asset Base
The fund manages a relatively low amount of assets, which can sometimes mean less trading liquidity for investors.

LCDS vs. SPDR S&P 500 ETF (SPY)

LCDS Summary

The JPMorgan Fundamental Data Science Large Core ETF (LCDS) invests in large U.S. companies and uses advanced data analysis to pick stocks it believes are financially strong. It doesn’t track a traditional index, but it aims to be a core, long-term holding focused on big, established businesses. The fund is heavily invested in technology and other major sectors, with well-known names like Nvidia, Apple, Microsoft, and Amazon among its top holdings. Someone might invest for growth and broad diversification across leading U.S. companies. A key risk is that it’s heavily tilted toward tech, so its value can swing with tech stock performance and overall market moves.
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. Big Tech and semiconductors, with Nvidia, Apple, Alphabet, Microsoft, and Amazon forming the core engine of the fund. Recently, Micron and Seagate have been the real spark plugs, rising strongly and helping offset weakness from Microsoft and Meta, which have been losing steam. The broader tech tilt means performance is closely tied to AI and cloud trends, while Wells Fargo adds a steadier financial note. Overall, this is a U.S.-centric, tech-forward portfolio where a few heavyweight names drive most of the story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.11%$1.30M$4.71T22.22%
76
Outperform
Apple7.13%$1.14M$4.53T47.93%
79
Outperform
Alphabet Class A5.34%$854.43K$4.34T110.50%
85
Outperform
Microsoft5.18%$828.62K$2.90T-22.12%
79
Outperform
Amazon4.21%$672.92K$2.61T12.14%
71
Outperform
Micron2.53%$403.88K$1.10T654.20%
79
Outperform
Meta Platforms2.50%$399.87K$1.48T-14.58%
76
Outperform
Broadcom2.48%$396.13K$1.71T36.42%
76
Outperform
Wells Fargo2.22%$354.52K$261.68B6.20%
80
Outperform
Mastercard1.64%$262.68K$476.60B-5.48%
75
Outperform

LCDS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
70.48
Positive
100DMA
67.68
Positive
200DMA
66.11
Positive
Market Momentum
MACD
0.24
Negative
RSI
55.47
Neutral
STOCH
90.20
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCDS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 70.75, equal to the 50-day MA of 70.48, and equal to the 200-day MA of 66.11, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 55.47 is Neutral, neither overbought nor oversold. The STOCH value of 90.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCDS.

LCDS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$16.09M0.30%
74
Outperform
$97.16M0.45%
69
Neutral
$96.55M0.80%
67
Neutral
$93.97M0.35%
73
Outperform
$92.27M0.93%
63
Neutral
$88.28M0.49%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LCDS
JPMorgan Fundamental Data Science Large Core ETF
71.30
12.11
20.46%
ACEP
ARS Core Equity Portfolio ETF
FCUS
Pinnacle Focused Opportunities ETF
JOYT
JPMorgan Equity and Options Total Return ETF
EGGQ
NestYield Visionary ETF
JHDG
John Hancock Hedged Equity ETF
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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