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Upturn AI Summary
JPMorgan Fundamental Data Science Large Value ETF(LVDS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LVDS
11/06/2026: LVDS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
JPMorgan Fundamental Data Science Large Value ETF (LVDS) provides exposure to U.S. large-cap value stocks by integrating traditional fundamental research with machine learning and data science. Its main strengths include the expertise of J.P. Morgan and a sophisticated approach designed to filter out non-performing value traps. It is best used as a core equity component for those who prefer active management over passive tracking. Key risks involve market sensitivity to style cycles and the potential for active strategies to underperform benchmarks in certain regimes. It is suitable for investors seeking value-driven growth who are comfortable with active management fees.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund focuses on value characteristics rather than high-growth momentum stocks. |
| Momentum investor | Mixed fit | Momentum fits only if the fundamental data science signals align with current market trends. |
| Value investor | Strong fit | The fund is specifically designed to capture value factors within large-cap U.S. equities. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the fund's primary goal is capital appreciation rather than yield maximization. |
| Low-risk investor | Medium | Equity market exposure involves inherent volatility regardless of the value-oriented strategy. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to large-cap value stocks who believe in the efficacy of data-driven, active management to outperform passive benchmarks.
Suitability
Best suited for long-term investors looking for core equity exposure with a style tilt toward value.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets are subject to price fluctuations that can impact the value of the holdings. |
| Market risk | Medium / high | The fund is exposed to systemic risks affecting the broader U.S. large-cap equity market. |
| Concentration | Medium | The portfolio may exhibit sector or stock concentrations based on the outputs of the data science models. |
| Tracking/expense | Low | As an active fund, it does not aim to track a benchmark exactly, though fees impact total return. |
| Liquidity | Low | Underlying assets are generally large-cap and highly liquid, reducing the risk of difficult exits. |
| Business/sector quality | Medium | Reliance on quantitative signals may lead to exposure in sectors undergoing fundamental shifts. |
Risk Analysis
Volatility
LVDS exhibits moderate volatility consistent with the large-cap equity market, moderated by its value-oriented stock selection.
Market Risk
The fund carries substantial systemic market risk inherent in owning large-cap U.S. equities, which can be impacted by broad economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | U.S. Large-Cap Value Equities | 98 | The fund primarily holds a diversified portfolio of U.S. large-cap stocks selected for their value and fundamental potential. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity and to manage daily inflows and outflows. |
Analysis of Past Performance
Type ETF | Historic Profit 21.92% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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