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JPMorgan Social Advancement (UPWD) ETF Holdings & Analysis
ETFOther
What UPWD does
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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| CASH OR CASH COLLATERAL | 100.00% | |
| PATHWARD FINANCIAL INC | 0.00% | |
| NIKE INC COMMON STOCK | 0.00% | |
| NXP SEMICONDUCTORS NV | 0.00% | |
| NOVO NORDISK A/S | 0.00% | |
| LAM RESEARCH CORP COMMON | 0.00% | |
| Security Description | 0.00% | |
| KERRY GROUP PLC COMMON | 0.00% | |
| VINCI SA COMMON STOCK | 0.00% | |
| UNION PACIFIC CORP | 0.00% |
Sector allocation
| Basic Materials | 0.62% |
| Communication Services | 1.65% |
| Consumer Cyclical | 6.88% |
| Consumer Defensive | 9.65% |
| Financial Services | 17.32% |
| Healthcare | 21.33% |
| Industrials | 17.42% |
| Real Estate | 2.52% |
| Technology | 22.62% |
Geographic allocation
| Other | 100.00% |
| United States | — |
| Netherlands | — |
| Brazil | — |
| Switzerland | — |
PortView Portfolio Insights
PortView analyzes how UPWD fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze UPWD in PortView →Related securities
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Frequently asked questions
- What does UPWD track?
- UPWD is the JPMorgan Social Advancement ETF, a Other ETF.
- What is the expense ratio of UPWD?
- Expense ratio data for UPWD is shown on the page when available from our data provider.
- What are the largest holdings in UPWD?
- Top holdings include CASH OR CASH COLLATERAL, CASH, NKE, NXPI, NOVOB.CO.
- How can PortView analyze UPWD overlap with other ETFs?
- PortView computes the holdings overlap between UPWD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.