WWP
LCDS

WR Wealth Planners’s JPMorgan Fundamental Data Science Large Core ETF LCDS Stock Holding History

WR Wealth Planners’s Portfolio LCDS Stock Details LCDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$22.4K Buy
+400
New +$22.7K 0.01% 442

Other funds holding LCDS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's LCDS Position: Q4 2024 in Review

WR Wealth Planners opened a new position in JPMorgan Fundamental Data Science Large Core ETF (LCDS) in Q4 2024: 400 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

4 funds tracked by Wall St. Rank hold LCDS as of Q4 2024.

  • WR Wealth Planners held 400 shares of JPMorgan Fundamental Data Science Large Core ETF worth $22.4K as of Q4 2024.
  • JPMorgan Fundamental Data Science Large Core ETF was a new WR Wealth Planners position in Q4 2024.
  • JPMorgan Fundamental Data Science Large Core ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #442 holding.
  • 4 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Core ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.