UBS Group’s JPMorgan Social Advancement ETF UPWD Stock Holding History

UBS Group’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	-2	Closed	-$105	–	10336
2023 Q3	$105	Buy	+2	New	+$110	﹤0.01%	8875

UBS Group's UPWD Position: Q4 2023 in Review

UBS Group sold out of JPMorgan Social Advancement ETF (UPWD) in Q4 2023, closing a stake of 2 shares — an estimated $105 sold.

UBS Group first reported a position in UPWD in Q3 2023 and held it in 1 quarter. The position peaked at $105 in Q3 2023. 0 funds tracked by Wall St. Rank hold UPWD as of Q4 2023.

UBS Group reported no remaining JPMorgan Social Advancement ETF position as of Q4 2023 after selling out during the quarter.
UBS Group sold 2 JPMorgan Social Advancement ETF shares in Q4 2023, an estimated $105.
UBS Group first reported a position in JPMorgan Social Advancement ETF in Q3 2023 and held it in 1 quarter.
UBS Group's JPMorgan Social Advancement ETF position peaked at $105 in Q3 2023.
0 funds tracked by Wall St. Rank held JPMorgan Social Advancement ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.