NASDAQ:UPWD JPMorgan Social Advancement ETF (UPWD) Price, Holdings, & News → RSVP: Charles Payne’s Cash Flow Workshop (From Unstoppable Prosperity) (Ad) Free UPWD Stock Alerts Notice: This company has been marked as potentially delisted and may not be actively trading. Add Compare Share Share Today's Range$57.01▼$57.0150-Day Range$52.98▼$57.1252-Week Range$49.10▼$57.50Volume100 shsAverage VolumeN/AMarket Capitalization$12.54 millionAssets Under Management$12.83 millionDividend Yield0.46%Net Expense Ratio0.49% Stock AnalysisStock AnalysisHoldingsRatingsTrendsStock AnalysisHoldingsRatingsTrends Get JPMorgan Social Advancement ETF alerts: Email Address About JPMorgan Social Advancement ETFThe JPMorgan Social Advancement ETF (UPWD) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is actively managed and seeks to invest in companies from around the world that facilitate social and economic advancements and are positioned to benefit from those changes. UPWD was launched on Sep 7, 2022 and is managed by JPMorgan Chase.Read More Ad Unstoppable ProsperityRSVP: Charles Payne’s Cash Flow WorkshopDid you know you could "cash flow" the stocks in your portfolio? Without selling a single share of stock? It's true.Click here to register for free. UPWD ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com Receive UPWD Stock News and Ratings via Email Sign-up to receive the latest news and ratings for JPMorgan Social Advancement ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerJPMorgan Fund NameJPMorgan Social Advancement ETF Tax ClassificationRegulated Investment Company Stock ExchangeNASDAQCurrent SymbolNASDAQ:UPWD Inception Date9/7/2022 Fund ManagerRajesh Tanna, Jennifer Rabowsky, Bilquis Ahmed WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategoryStrategy FocusTheme Development LevelBlended Development RegionGlobal Number of Holdings87 Fund Statistics Assets Under Management$12.83 million Average Daily Volume$0.00 Discount/Premium0.01% Administrator, Advisor and Custodian AdministratorJ.P. Morgan Investment Management Inc. AdvisorJ.P. Morgan Investment Management Inc. CustodianJPMorgan Chase Bank, N.A. DistributorJPMorgan Distribution Services, Inc. Transfer AgentJPMorgan Chase Bank, N.A. TrusteeN/A Lead Market MakerSusquehanna Miscellaneous Outstanding Shares220,000Beta-0.85 Creation Unit25,000 The Next 7 Blockbuster Stocks for Growth InvestorsWondering what the next stocks will be that hit it big, with solid fundamentals? Click the link below to learn more about how your portfolio could bloom.Get This Free Report Ad Unstoppable ProsperityRSVP: Charles Payne’s Cash Flow WorkshopDid you know you could "cash flow" the stocks in your portfolio? Without selling a single share of stock? It's true.Click here to register for free. JPMorgan Social Advancement ETF ExpensesTypeUPWDTheme ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.49%0.57%0.54%0.48%0.51%Other Expenses0.00%0.72%0.54%0.34%0.58%Total Expense0.49%0.72%0.70%0.58%0.70%Fee Waiver0.00%-0.76%-0.54%-0.21%-0.56%Net Expense0.49%0.59%0.60%0.54%0.58% JPMorgan Social Advancement ETF (UPWD) Holdings & ExposureTop 10 UPWD HoldingsMicrosoft(NASDAQ:MSFT)Holding Weight: 7.28%RELX PLC COMMON STOCKHolding Weight: 3.46%ASML HOLDING NV COMMONHolding Weight: 3.19%UnitedHealth Group(NYSE:UNH)Holding Weight: 3.14%VINCI SA COMMON STOCKHolding Weight: 3.09%Alphabet(NASDAQ:GOOGL)Holding Weight: 3.02%NOVO NORDISK A/S COMMONHolding Weight: 2.46%WASTE CONNECTIONS INCHolding Weight: 2.45%HDFC BANK LTD COMMONHolding Weight: 2.36%Mastercard(NYSE:MA)Holding Weight: 2.30%Full Holdings Details Similar ETFsBNY Mellon Women's Opportunities ETFNASDAQ:BKWOSPAC and New Issue ETFNASDAQ:SPCXEnactNASDAQ:ACTFidelity Metaverse ETFNASDAQ:FMETStockSnips AI-Powered Sentiment US All Cap ETFNASDAQ:NEWZ UPWD ETF - Frequently Asked Questions What does UPWD invest in? JPMorgan Social Advancement ETF is a equity fund issued by JPMorgan. UPWD focuses on theme investments. The fund's investments total to approximately $12.83 million assets under management. What stocks does JPMorgan Social Advancement ETF hold? UPWD invests in 87 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), UnitedHealth Group (UNH), Alphabet (GOOGL), Mastercard (MA), Boston Scientific (BSX), Deere & Company (DE), NXP Semiconductors (NXPI), Visa (V), Vertex Pharmaceuticals (VRTX) and D.R. Horton (DHI). What is the management fee for JPMorgan Social Advancement ETF? JPMorgan Social Advancement ETF's management fee is 0.49% and has no other recorded expenses or fee waivers. The net expense ratio for UPWD is 0.49%. This page (NASDAQ:UPWD) was last updated on 6/9/2024 by MarketBeat.com Staff From Our PartnersCollapse of the Petrodollar The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. 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