JPMorgan Social Advancement ETF (UPWD) Research

This actively managed fund primarily allocates capital to common stocks, depositary receipts, and Real Estate Investment Trusts (REITs). It does not track a specific index, offering exposure to equity securities across both domestic U.S. and international markets, including developing economies. The portfolio may, at times, concentrate a substantial portion of its assets in small-capitalization companies and establish significant positions within particular sectors or geographic regions. This investment vehicle is categorized as non-diversified.

Market snapshot

Symbol
UPWD
Price
$57.08
Day change
+0.06%
Market cap
$12.6M
52-week range
49.5416-57.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • JPMorgan Sustainable Consumption ETF (CIRC)
  • Innovator Double Stacker 9 Buffer ETF – October (DBOC)
  • Franklin FTSE Hong Kong ETF (FLHK)
  • Goldman Sachs Future Planet Equity ETF (GSFP)
  • Hartford Longevity Economy ETF (HLGE)
  • Capital Link Global Fintech Leaders ETF (KOIN)
  • Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT)
  • SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF (RDMX)

Open JPMorgan Social Advancement ETF (UPWD) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.