NASDAQ:UPWD JPMorgan Social Advancement ETF (UPWD) Price, Holdings, & News → [URGENT] DO NOT Touch These AI Stocks! (From Weiss Ratings) (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 AnalysisHoldingsRatingsShort InterestSocial MediaStock AnalysisHoldingsRatingsShort InterestSocial Media 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 The Freeport SocietyBiden Nomination CANCELED?The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?I believe I have the terrifying answer right here. 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 7 Energy Stocks to Buy and Hold ForeverDo you expect the global demand for energy to shrink?! If not, it's time to take a look at how energy stocks can play a part in your portfolio.Get This Free Report Ad The Freeport SocietyBiden Nomination CANCELED?The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?I believe I have the terrifying answer right here. 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%-0.55%-0.22%-0.57%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:BKWOEnactNASDAQ:ACTSPAC and New Issue ETFNASDAQ:SPCXFidelity Metaverse ETFNASDAQ:FMETFidelity Crypto Industry and Digital Payments ETFNASDAQ:FDIG 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 5/19/2024 by MarketBeat.com Staff From Our PartnersThe Overlooked Retirement Asset You Probably Don’t OwnCrypto 101 MediaMissed NVDA? Buy this AI stock NOWChaikin AnalyticsUrgent Nvidia WarningAltimetryCEO of Biggest AI Chipmaker Just Dropped a Bombshell…Banyan Hill PublishingMost important medical advance in 100 yearsThe Oxford ClubNext President (Not Trump. Not Biden.)The Freeport SocietyCrypto Pioneer Says: “The last crypto bull market has begun.”InvestorPlaceProtect Your Bank Account Before It’s Too LateWeiss Ratings Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding JPMorgan Social Advancement ETF Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.