Osaic Holdings’s JPMorgan Social Advancement ETF UPWD Stock Holding History

Osaic Holdings’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	-232	Closed	-$12.1K	–	7542
2023 Q3	$12.1K	Buy	+232	New	+$12.7K	﹤0.01%	5820

Osaic Holdings's UPWD Position: Q4 2023 in Review

Osaic Holdings sold out of JPMorgan Social Advancement ETF (UPWD) in Q4 2023, closing a stake of 232 shares — an estimated $12.1K sold.

Osaic Holdings first reported a position in UPWD in Q3 2023 and held it in 1 quarter. The position peaked at $12.1K in Q3 2023. 0 funds tracked by Wall St. Rank hold UPWD as of Q4 2023.

Osaic Holdings reported no remaining JPMorgan Social Advancement ETF position as of Q4 2023 after selling out during the quarter.
Osaic Holdings sold 232 JPMorgan Social Advancement ETF shares in Q4 2023, an estimated $12.1K.
Osaic Holdings first reported a position in JPMorgan Social Advancement ETF in Q3 2023 and held it in 1 quarter.
Osaic Holdings's JPMorgan Social Advancement ETF position peaked at $12.1K in Q3 2023.
0 funds tracked by Wall St. Rank held JPMorgan Social Advancement ETF as of Q4 2023.

Based on Osaic Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.