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LVDSJPMorgan Fundamental Data Science Large Value ETF

Grow my money#1036 of 2944 for Grow my money

Seeks long-term capital appreciation.

JPMorgan · Since 2003 (23 years)

Annual Cost

0.30%

#1296 out of 5,332 ETFs

Fund Size

$95M

#2779 out of 5,332 ETFs

Dividend Yield

1.49%

Track Record

23 years

#164 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large

Asset allocation

Stocks
99.2%
Cash
0.8%

Sector breakdown

Financial Services
19.8%
Industrials
13.0%
Technology
12.4%
Healthcare
11.0%
Consumer Cyclical
9.1%
Energy
8.1%
Consumer Defensive
7.1%
Communication
7.0%
Other
12.5%

Top holdings

Exxon Mobil CorpXOM3.0%
Alphabet Inc Class CGOOG2.8%
Amazon.com IncAMZN2.1%
Wells Fargo & CoWFC2.1%
Bank of America CorpBAC2.0%
Berkshire Hathaway Inc Class BBRK-B1.9%
Philip Morris International IncPM1.7%
RTX CorpRTX1.7%
ConocoPhillipsCOP1.6%
Johnson & JohnsonJNJ1.6%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-6.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05