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Upturn AI SWOT - About
JPMorgan Fundamental Data Science Large Core ETF (LCDS)
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Upturn Advisory Summary
08/14/2025: LCDS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.54% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.52 - 58.97 | Updated Date 06/28/2025 |
52 Weeks Range 47.52 - 58.97 | Updated Date 06/28/2025 |
Upturn AI SWOT
JPMorgan Fundamental Data Science Large Core ETF
ETF Overview
Overview
The JPMorgan Fundamental Data Science Large Core ETF (JPLS) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Fundamental Data Science US Large Cap Equity Index. It uses a data science approach to construct a portfolio of large-cap U.S. equities.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a large team of experienced portfolio managers and data scientists.
Investment Objective
Goal
To replicate, before fees and expenses, the performance of the JP Morgan Fundamental Data Science US Large Cap Equity Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the JP Morgan Fundamental Data Science US Large Cap Equity Index, which employs a data science-driven methodology.
Composition The ETF holds a diversified portfolio of large-cap U.S. equities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 95623648
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive, dominated by large players like SPY, IVV and VOO. JPLS offers a unique data science approach but has limited market share compared to established index funds. JPLS advantages include potential for alpha generation via its data science model, while disadvantages include a higher expense ratio and smaller AUM compared to its competitors.
Financial Performance
Historical Performance: Historical financial performance data is not easily represented here in a useful numerical format without specific timeframes. Consult financial data providers for detailed performance history.
Benchmark Comparison: Benchmark comparison requires specific performance data over time. Consult financial data providers for performance against the index.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average trading volume of JPLS is adequate for most investors, but lower than the major ETFs like SPY or IVV.
Bid-Ask Spread
The bid-ask spread is typically relatively tight, but will depend on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and market sentiment all influence the performance of large-cap equities held by JPLS.
Growth Trajectory
The ETF's growth trajectory depends on the performance of its underlying index and its ability to attract new investors.
Moat and Competitive Advantages
Competitive Edge
JPLS differentiates itself through its data science-driven approach to stock selection, aiming to identify undervalued companies with strong growth potential. This quantitative strategy seeks to generate alpha beyond traditional market-cap-weighted indices. Its fundamental data science approach offers a modern and potentially more efficient way to invest in large-cap U.S. equities. The data-driven model may provide an edge in identifying companies poised for outperformance.
Risk Analysis
Volatility
JPLS's volatility is generally comparable to other large-cap equity ETFs.
Market Risk
The ETF is subject to market risk, meaning that its value can fluctuate based on overall market conditions and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for JPLS is someone who seeks exposure to large-cap U.S. equities and is comfortable with a data science-driven investment approach. They may be looking for potential alpha generation beyond traditional index investing.
Market Risk
JPLS is suitable for long-term investors who understand and accept market risks. It's not intended for active traders seeking short-term gains.
Summary
The JPMorgan Fundamental Data Science Large Core ETF (JPLS) offers exposure to large-cap U.S. equities through a data science-driven approach. It seeks to outperform traditional market-cap-weighted indices. While its AUM and trading volume are relatively modest compared to major ETFs like SPY, IVV, and VOO, its unique investment strategy may appeal to investors seeking a quantitative approach. Investors should consider its expense ratio and understand its risks before investing. JPLS's performance is tied to the performance of its underlying index and the effectiveness of its data science model.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- SEC Filings
- Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share is estimated based on available data and may not be precise. AUM data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Fundamental Data Science Large Core ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.