JY
UPWD

Jeff Yass’s JPMorgan Social Advancement ETF UPWD Stock Holding History

Jeff Yass’s Portfolio UPWD Stock Details UPWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,898
Closed -$1.15M – 13610
2023
Q3 		$1.15M Sell
21,898
-447
-2% -$24.5K ﹤0.01% 6330
2023
Q2 		$1.23M Sell
22,345
-274
-1% -$14.7K ﹤0.01% 6213
2023
Q1 		$1.18M Buy
22,619
+185
+0.8% +$9.48K ﹤0.01% 6367
2022
Q4 		$1.11M Buy
+22,434
New +$1.09M ﹤0.01% 5938

Jeff Yass's UPWD Position: Q4 2023 in Review

Jeff Yass sold out of JPMorgan Social Advancement ETF (UPWD) in Q4 2023, closing a stake of 21,898 shares — an estimated $1.15M sold.

Jeff Yass first reported a position in UPWD in Q4 2022 and held it in 4 quarters. The position peaked at $1.23M in Q2 2023. 0 funds tracked by Wall St. Rank hold UPWD as of Q4 2023.

  • Jeff Yass reported no remaining JPMorgan Social Advancement ETF position as of Q4 2023 after selling out during the quarter.
  • Jeff Yass sold 21,898 JPMorgan Social Advancement ETF shares in Q4 2023, an estimated $1.15M.
  • Jeff Yass first reported a position in JPMorgan Social Advancement ETF in Q4 2022 and held it in 4 quarters.
  • Jeff Yass's JPMorgan Social Advancement ETF position peaked at $1.23M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held JPMorgan Social Advancement ETF as of Q4 2023.

Based on Susquehanna International Group's 13F filing for Q4 2023, filed 14 Feb 2024.