NASDAQ:UPWD JPMorgan Social Advancement ETF (UPWD) Price, Holdings, & News → The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (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 True Market InsidersThe “Next Bitcoin”? 10 CENT Crypto Set to ExplodeThe man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…Click For My #1 FREE Crypto for 2024 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 Beginner's Guide to Pot Stock InvestingClick the link below and we'll send you MarketBeat's guide to pot stock investing and which pot companies show the most promise. Get This Free Report Ad True Market InsidersThe “Next Bitcoin”? 10 CENT Crypto Set to ExplodeThe man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…Click For My #1 FREE Crypto for 2024 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 Innovators ETFNASDAQ:BKIVEnactNASDAQ:ACTSprott Energy Transition Materials ETFNASDAQ:SETMBNY Mellon Women's Opportunities ETFNASDAQ:BKWOSPAC and New Issue ETFNASDAQ:SPCX 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 4/27/2024 by MarketBeat.com Staff From Our PartnersThese AI trades triggered this morning (545% return)Prosper Trading AcademyConflict In Israel Sends Gold Soaring ???? 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