JPMorgan Fundamental Data Science Large Value ETF
LVDS
NASDAQ Global Market- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 383 Madison Avenue New York NY United States of America 10179
- IPO Date
- Jul 14, 2025
- CIK
- 0001485894
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an exchange-traded fund that seeks long-term capital appreciation by investing primarily in large-cap U.S. value equities and employing a fundamental data science enabled investment approach to stock selection. LVDS tracks the JPMorgan Fundamental Data Science Large Value Index, a rules-based framework selecting large-capitalization U.S. companies with attractive valuations and fundamentals, enhanced by quantitative data insights and risk controls. The fund is managed within JPMorgan Funds Trust and aims to provide broad exposure to the large-value universe through a diversified portfolio, with emphasis on companies exhibiting strong earnings quality, stable profitability, reasonable price relative to fundamentals, and sustainable cash generation. LVDS emphasizes a systematic investment process that blends traditional fundamental analysis with data-driven signals to identify attractively valued stocks while managing risk across sectors and regions. The ETF offers exposure to a wide range of sectors, with top holdings weighted to reflect index composition, and seeks to maintain liquidity and transparency for institutional and individual investors. The strategy incorporates periodic rebalancing to reflect changes in fundamentals and market dynamics, while maintaining a disciplined expense structure in line with passive-to-quantitative indexing approaches. LVDS is domiciled in the United States, with primary operations and listing on U.S. exchanges, and serves clients including asset managers, banks, wealth platforms, and institutional investors seeking systematic large-cap value exposure. Founding year and headquarters refer to the issuing sponsor’s broader fund family within JPMorgan Chase & Co., with operational oversight located in New York and other major financial centers. Sub-advisory arrangements, if any, and related corporate actions are governed by the fund’s prospectus and annual reports, providing investors with ongoing disclosures on holdings, performance, risk factors, and liquidity provisions. The product suite is complemented by the sponsor’s data science and quantitative research capabilities, which underpin the index methodology and ongoing enhancements to stock selection criteria. LVDS’s geographic focus remains primarily on the United States, with international implications arising from the multinational footprints of its constituent companies and the fund’s overall risk/return profile. The latest major changes include partnerships or strategic alignments within the data science and index methodology framework, updates to holdings reflecting rebalancing events, and ongoing enhancements to the data-driven selection process to improve factor exposure and risk management. The fund’s latest operating changes encompass routine index reconstitutions, methodology refinements, and potential adjustments to sector weights in response to evolving market conditions, as disclosed in the fund’s periodic reports. In sum, LVDS offers a curated, data-driven, large-cap U.S. value equity exposure designed for investors seeking systematic stock selection informed by fundamental data insights, with transparent disclosure, and ongoing adaptation to market dynamics through disciplined rebalancing and governance.