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NASDAQ:UPWD

JPMorgan Social Advancement ETF (UPWD) Price, Holdings, & News

Notice: This company has been marked as potentially delisted and may not be actively trading.
Today's Range
$57.01
$57.01
50-Day Range
$52.98
$57.12
52-Week Range
$49.10
$57.50
Volume
100 shs
Average Volume
N/A
Market Capitalization
$12.54 million
Assets Under Management
$12.83 million
Dividend Yield
0.46%
Net Expense Ratio
0.49%

About JPMorgan Social Advancement ETF

The 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.

UPWD ETF News Headlines

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Fund Details

Issuer
JPMorgan
Fund Name
JPMorgan Social Advancement ETF
Tax Classification
Regulated Investment Company
Current Symbol
NASDAQ:UPWD
Inception Date
9/7/2022
Fund Manager
Rajesh Tanna, Jennifer Rabowsky, Bilquis Ahmed
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Equity
Benchmark
N/A
Category
Strategy
Focus
Theme
Development Level
Blended Development
Region
Global
Number of Holdings
87

Fund Statistics

Assets Under Management
$12.83 million
Average Daily Volume
$0.00
Discount/Premium
0.01%

Administrator, Advisor and Custodian

Administrator
J.P. Morgan Investment Management Inc.
Advisor
J.P. Morgan Investment Management Inc.
Custodian
JPMorgan Chase Bank, N.A.
Distributor
JPMorgan Distribution Services, Inc.
Transfer Agent
JPMorgan Chase Bank, N.A.
Trustee
N/A
Lead Market Maker
Susquehanna

Miscellaneous

Beta
-0.85
Creation Unit
25,000
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JPMorgan Social Advancement ETF Expenses

TypeUPWDTheme ETFsEquity ETFsNASDAQ ETFsAll ETFs
Management Fee0.49%0.57%0.54%0.47%0.51%
Other Expenses0.00%0.59%0.50%0.39%0.54%
Total Expense0.49%0.73%0.70%0.60%0.71%
Fee Waiver0.00%-0.76%-0.55%-0.32%-0.60%
Net Expense0.49%0.60%0.60%0.54%0.58%

JPMorgan Social Advancement ETF (UPWD) Holdings & Exposure

Top 10 UPWD Holdings


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?
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 6/23/2024 by MarketBeat.com Staff

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