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JPMorgan Fundamental Data Science Large Value (LVDS) ETF Holdings & Analysis
ETFOther
What LVDS does
This fund typically dedicates at least 80% of its holdings to the shares of sizable, established corporations. While its primary investment method focuses on common stocks, it also retains the flexibility to allocate capital to Real Estate Investment Trusts (REITs).
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AMAZON.COM INC COMMON | 6.49% | |
| MICROSOFT CORP COMMON | 5.67% | |
| APPLE INC COMMON STOCK | 5.01% | |
| EXXONMOBIL HOLDINGS CORP | 2.34% | |
| BANK OF AMERICA CORP | 2.04% | |
| ABBVIE INC COMMON STOCK | 1.84% | |
| BERKSHIRE HATHAWAY INC | 1.70% | |
| PHILIP MORRIS | 1.60% | |
| WELLS FARGO & CO COMMON | 1.59% | |
| JOHNSON & COMMON | 1.45% |
Sector allocation
| Basic Materials | 2.48% |
| Cash & Others | 1.94% |
| Communication Services | 3.08% |
| Consumer Cyclical | 11.50% |
| Consumer Defensive | 5.95% |
| Energy | 6.78% |
| Financial Services | 18.32% |
| Healthcare | 12.11% |
| Industrials | 10.54% |
| Real Estate | 3.99% |
| Technology | 19.28% |
Geographic allocation
| United States | 93.64% |
| Ireland | 2.94% |
| Other | 0.91% |
| United Kingdom | 0.86% |
| Bermuda | 0.44% |
| Switzerland | 0.43% |
| Singapore | 0.41% |
| Netherlands | 0.36% |
PortView Portfolio Insights
PortView analyzes how LVDS fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze LVDS in PortView →Related securities
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Frequently asked questions
- What does LVDS track?
- LVDS is the JPMorgan Fundamental Data Science Large Value ETF, a Other ETF.
- What is the expense ratio of LVDS?
- Expense ratio data for LVDS is shown on the page when available from our data provider.
- What are the largest holdings in LVDS?
- Top holdings include AMZN, MSFT, AAPL, XOM, BAC.
- How can PortView analyze LVDS overlap with other ETFs?
- PortView computes the holdings overlap between LVDS and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.