JP Morgan Chase
UPWD

JP Morgan Chase’s JPMorgan Social Advancement ETF UPWD Stock Holding History

JP Morgan Chase’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
-200,000
Closed -$10.5M – 8011
2023
Q3 		$10.5M Hold
200,000
– – ﹤0.01% 2209
2023
Q2 		$11M Hold
200,000
– – ﹤0.01% 2214
2023
Q1 		$10.5M Hold
200,000
– – ﹤0.01% 2244
2022
Q4 		$9.91M Hold
200,000
– – ﹤0.01% 2262
2022
Q3 		$8.87M Buy
+200,000
New +$9.37M ﹤0.01% 2249

JP Morgan Chase's UPWD Position: Q4 2023 in Review

JP Morgan Chase sold out of JPMorgan Social Advancement ETF (UPWD) in Q4 2023, closing a stake of 200,000 shares — an estimated $10.5M sold.

JP Morgan Chase first reported a position in UPWD in Q3 2022 and held it in 5 quarters. The position peaked at $11M in Q2 2023. 0 funds tracked by Wall St. Rank hold UPWD as of Q4 2023.

  • JP Morgan Chase reported no remaining JPMorgan Social Advancement ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 200,000 JPMorgan Social Advancement ETF shares in Q4 2023, an estimated $10.5M.
  • JP Morgan Chase first reported a position in JPMorgan Social Advancement ETF in Q3 2022 and held it in 5 quarters.
  • JP Morgan Chase's JPMorgan Social Advancement ETF position peaked at $11M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held JPMorgan Social Advancement ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.