LCDSJPMorgan Fundamental Data Science Large Core ETF
Seeks long-term capital appreciation.
By JPMorgan · Launched 2024
Annual Cost
0.30%
#1,392 of 5,854 · low cost
Fund Size
$16M
#4,605 of 5,854 · small
Return (1Y)Goal
+20.3%
Track Record
1 year
#3,637 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,043+20.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Focus
ESG
Index tracked
S&P 500 Index
What it actually holds
By weightConcentration
Top 10 holdings = 41.1% of fundmoderately concentrated
NVIDIA Corp.
8.2%
Apple, Inc.
6.7%
Microsoft Corp.
5.8%
Alphabet, Inc.
4.7%
Amazon.com, Inc.
4.1%
Meta Platforms, Inc.
2.8%
Broadcom, Inc.
2.4%
Wells Fargo & Co.
2.3%
Exxon Mobil Corp.
2.3%
Mastercard, Inc.
1.7%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Technology
38.4%
Financial Services
11.9%
Communication
9.7%
Healthcare
9.2%
Consumer Cyclical
9.2%
Industrials
8.7%
Consumer Defensive
4.4%
Energy
3.2%
Other
5.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.5%Moderate
Year-on-year price swings
Max drawdown
-18.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities of large, well-established companies with market capitalizations similar to those in the S&P 500 Index. The Fund employs a fundamental data science enabled investment approach to maximize expected future financial performance while controlling for key risks.
- Inception date
- August 7, 2024
- Fund family
- JPMorgan
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Data updated on 2026-08-04