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UPWD

JPMorgan Social Advancement ETF

Delisted

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

2 hedge funds and large institutions have $11M invested in JPMorgan Social Advancement ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

24% more capital invested

Capital invested by funds: $8.87M → $11M (+$2.15M)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$9.91M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.11M +$1.09M +22,434 New

UPWD Hedge Fund Activity: Q4 2022 in Review

2 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Social Advancement ETF (UPWD) for Q4 2022, worth a combined $11M — up 24% from $8.87M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UPWD positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.09M.

  • 2 institutional investors held JPMorgan Social Advancement ETF (UPWD) as of Q4 2022, up from 1 in Q3 2022.
  • Funds reported $11M of JPMorgan Social Advancement ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 1 fund opened new JPMorgan Social Advancement ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Social Advancement ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.09M added.

Based on aggregated 13F filings for Q4 2022.