MCDS

J.P. Morgan$68.59 ()
AUM $8.2MER 0.35%NAV $68.55Holdings 204

Price Chart

Key Statistics

Previous Close

$68.70

Day Range

N/A

52-Week Range

$55.63$70.42

Avg Volume

895

Dividend Yield

1.18%

Expense Ratio

0.35%

AUM

$8.2M

Shares Outstanding

120.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology18.05%
Industrials16.26%
Financial Services13.52%
Healthcare11.17%
Consumer Cyclical10.71%
Real Estate6.92%
Energy6.48%
Utilities6.27%
Consumer Defensive4.82%
Basic Materials3.38%
Communication Services2.40%
Cash & Others0.02%

Country Allocation

CountryWeight %
United States91.90%
Other4.23%
United Kingdom0.90%
Bermuda0.86%
Switzerland0.81%
Ireland0.74%
Cayman Islands0.37%
Netherlands0.19%

Fund Information

Category
Technology
Types
Mid Cap
Inception Date
Aug 7, 2024
Exchange
NASDAQ
Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

The JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an exchange-traded fund issued by J.P. Morgan that launched on Aug 7, 2024. It currently manages $8.2M in assets under management. The fund charges an expense ratio of 0.35%. The fund holds 204 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 13.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMORGAN PRIME MONEY3.60%296,072$296K
2MPCMARATHON PETROLEUM CORP1.51%347$124K
3HPEHEWLETT PACKARD1.21%1,886$100K
4STTSTATE STREET CORP COMMON1.14%511$94K
5WABWESTINGHOUSE AIR BRAKE1.13%318$93K
6CAHCARDINAL HEALTH INC1.09%391$89K
7TERTERADYNE INC COMMON1.07%229$88K
8NTRANATERA INC COMMON STOCK1.03%262$85K
9SNOWSNOWFLAKE INC COMMON1.02%260$84K
10MTBM&T BANK CORP COMMON1.01%348$83K
11RJFRAYMOND JAMES FINANCIAL0.93%443$76K
12DGXQUEST DIAGNOSTICS INC0.93%316$76K
13DOVDOVER CORP COMMON STOCK0.91%376$75K
14FTITECHNIPFMC PLC COMMON0.90%957$74K
15ACGLARCH CAPITAL GROUP LTD0.88%727$72K
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
1W
-1.18%
1M
+1.40%
3M
+5.12%
6M
+9.87%
YTD
+16.04%
1Y
+18.74%
3Y
+37.16%
5Y
+37.16%

Moving Averages

20-Day MA

$69.02

Below 20-Day MA
50-Day MA

$67.98

Above 50-Day MA
200-Day MA

$62.70

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$70.42

Current Price

$68.59

52-Week Low

$55.63

$55.63$70.42

Current Yield

1.18%

Annual Dividend

$0.7037

Frequency

Quarterlyx/year

Last Ex-Date

Mar 24, 2026

Dividend History

Ex-DateAmountPay Date
Mar 24, 2026$0.0740Mar 26, 2026
Dec 16, 2025$0.2474Dec 18, 2025
Sep 23, 2025$0.2136Sep 25, 2025
Jun 24, 2025$0.1686Jun 26, 2025
Mar 25, 2025$0.0880Mar 27, 2025
Dec 24, 2024$0.2702Dec 27, 2024
Sep 24, 2024$0.0864Sep 26, 2024

Dividend Payments Over Time

Category Comparison

MetricMCDSTechnology(1499 ETFs)Mid Cap(315 ETFs)
Fund Info
Expense Ratio0.35%0.60%0.47%
AUM$8.2M$7.66B$5.00B
Dividend Yield1.18%3.03%1.67%
Avg Volume895588.2K254.8K
Holdings204215248
Performance
1-Month Return+1.41%+4.68%+2.24%
6-Month Return+10.33%+12.96%+7.92%
YTD Return+17.09%+13.86%+13.02%
1-Year Return+16.85%+12.60%+12.79%

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