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UPWD

JPMorgan Social Advancement ETF
UPWD

Delisted

UPWD was delisted on the 15th of December, 2023.

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0 hedge funds and large institutions have $0 invested in JPMorgan Social Advancement ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 4 → 0 (-4)

100% less capital invested

Capital invested by funds: $11.6M → $0 (-$11.6M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
–
Holders Change
-4
Holders Change %
-100%
% of All Funds
–
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$10.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.1K
4
UBS Group
UBS Group
Switzerland
-$105
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
– -$10.5M -200,000 Closed
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
– -$1.15M -21,898 Closed
Osaic Holdings
3
Osaic Holdings
Arizona
– -$12.1K -232 Closed
UBS Group
4
UBS Group
Switzerland
– -$105 -2 Closed

UPWD Hedge Fund Activity: Q4 2023 in Review

0 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Social Advancement ETF (UPWD) for Q4 2023, worth a combined $0 — down 100% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UPWD and 0 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was JP Morgan Chase, exiting entirely with an estimated $10.5M sold.

  • 0 institutional investors held JPMorgan Social Advancement ETF (UPWD) as of Q4 2023, down from 4 in Q3 2023.
  • Funds reported $0 of JPMorgan Social Advancement ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new JPMorgan Social Advancement ETF positions in Q4 2023 and 4 closed out, a net change of -4 holders.
  • The largest JPMorgan Social Advancement ETF seller in Q4 2023 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2023.