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NASDAQ:UPWD

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

About JPMorgan Social Advancement ETF (NASDAQ:UPWD)

Advanced Chart

Key Stats

Today's Range
$57.01
$57.01
50-Day Range
$52.98
$57.12
52-Week Range
$49.10
$57.50
Volume
23 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%
Aggregate Rating
N/A

ETF Overview

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.

JPMorgan Social Advancement ETF Expenses

TypeUPWDTheme ETFsEquity ETFsNASDAQ ETFsAll ETFs
Management Fee0.49%0.57%0.56%0.53%0.53%
Other Expenses0.00%0.57%0.48%0.43%0.52%
Total Expense0.49%0.73%0.72%0.68%0.71%
Fee Waiver0.00%-0.71%-0.49%-0.29%-0.54%
Net Expense0.49%0.60%0.63%0.62%0.60%
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UPWD ETF News Headlines

No headlines for this company have been tracked by MarketBeat.com

Fund Details

Issuer
JPMorgan
Fund Name
JPMorgan Social Advancement ETF
Tax Classification
Regulated Investment Company
Stock Exchange
NASDAQ
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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Top 1 UPWD Holdings

  • Cash
    Holding Weight: 100.00%

This page (NASDAQ:UPWD) was last updated on 4/26/2025 by MarketBeat.com Staff
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