JPMorgan Fundamental Data Science Large Core ETF (LCDS) Stock Price, Quote, News & History | Benzinga

Under normal circumstances, the Fund invests at least 80 percent of its Assets in equity securities of large, well-established companies. Assets means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations similar to those within the universe of the S&P 500 Index, the Funds benchmark, at the time of purchase. As of June 28, 2024, the market capitalizations of the companies in the S&P 500 Index ranged from dollar 3.2 billion to dollar 3.3 trillion. The adviser chooses the Funds equity securities so that the overall portfolio has similar growth and value characteristics to its benchmark. While the Fund invests in securities that have growth and value characteristics, the portfolio is not focused on either type of securities, or the Fund is considered a core portfolio.