Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
JPMorgan Fundamental Data Science Small Core ETF (SCDS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: SCDS (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 10.09% | Avg. Invested days 63 | 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 43.67 - 59.78 | Updated Date 06/28/2025 |
52 Weeks Range 43.67 - 59.78 | Updated Date 06/28/2025 |
Upturn AI SWOT
JPMorgan Fundamental Data Science Small Core ETF
ETF Overview
Overview
The JPMorgan Fundamental Data Science Small Core ETF (JPSM) seeks to provide investment results that closely correspond to the performance of the Scientific Beta US Small Cap Equity Factor Driven Index. It focuses on small-cap US equities selected using a fundamental data science approach.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a deep bench of investment professionals and extensive experience managing ETFs and other investment products.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Scientific Beta US Small Cap Equity Factor Driven Index.
Investment Approach and Strategy
Strategy: The ETF employs a passively managed approach, seeking to replicate the performance of its underlying index.
Composition The ETF holds a diversified portfolio of small-cap U.S. equities selected based on factors such as value, momentum, quality, and low volatility.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 43176349
Competitors
Key Competitors
- IJR
- VIOO
- SPSM
Competitive Landscape
The small-cap ETF market is highly competitive, with several established players. JPSM differentiates itself through its fundamental data science approach. Competitors like IJR are larger and more liquid, while JPSM's factor-driven strategy may offer potentially higher returns but with potentially higher risk.
Financial Performance
Historical Performance: Historical performance data is not readily available in a suitable numerical array format.
Benchmark Comparison: Benchmark comparison data is not readily available in a suitable numerical array format.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The ETF's bid-ask spread is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap stocks all influence JPSM's performance.
Growth Trajectory
The ETF's growth is tied to the performance of the underlying index and the adoption of data science-driven investment strategies.
Moat and Competitive Advantages
Competitive Edge
JPSM's competitive advantage lies in its use of fundamental data science to select small-cap stocks. This approach seeks to identify companies with strong underlying fundamentals that are undervalued by the market. The factor-driven strategy may lead to potentially higher returns, but it also carries potentially higher risks compared to traditional market-cap weighted indexes. JPMorgan's established reputation provides confidence in their investment process and execution.
Risk Analysis
Volatility
Historical volatility data is not readily available in a suitable numerical array format.
Market Risk
The ETF is subject to market risk associated with small-cap stocks, which can be more volatile than large-cap stocks. Specific sector concentrations within the index could also increase risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to small-cap stocks with a potentially higher return profile due to its factor-driven strategy, and is comfortable with moderate volatility.
Market Risk
JPSM is suitable for long-term investors with a moderate to high risk tolerance seeking to diversify their portfolio with a factor-based small-cap allocation.
Summary
JPMorgan Fundamental Data Science Small Core ETF (JPSM) offers a data science-driven approach to investing in small-cap U.S. equities. The ETF aims to replicate the Scientific Beta US Small Cap Equity Factor Driven Index. It seeks to provide potentially higher returns by focusing on factors like value, momentum, and quality. While it offers diversification, investors should be aware of the inherent volatility of small-cap stocks and the risks associated with factor-based investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 Small 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 small cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and healthcare sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.
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.