JPMorgan Social Advanceme... (UPWD)
NASDAQ: UPWD
· Real-Time Price · USD
57.08
0.03 (0.05%)
At close: Dec 13, 2023, 9:30 PM
0.05% (1D)
| Bid | - |
| Market Cap | 12.63M |
| AUM | 12.62M |
| NAV | 57 |
| EPS (ttm) | 2.64 |
| PE Ratio (ttm) | 21.63 |
| Shares Out | 221.34K |
| Inception Date | Sep 30, 2022 |
| Ask | - |
| Volume | 23 |
| Open | 57.08 |
| Previous Close | 57.05 |
| Day's Range | 57.01 - 57.08 |
| 52-Week Range | 49.54 - 57.50 |
| Holdings | 14 |
| Expense Ratio | 0.49% |
About UPWD
The fund invests primarily in common stocks, depositary receipts and real estate investment trusts (REITs). The fund is not managed to an index and may invest in equity securities in both U.S. and foreign markets, including emerging markets. The fund may invest a significant portion of its assets in small capitalization companies and have significant positions in specific sectors or markets from time to time. It is non-diversified.
Asset Class Equity
Ticker Symbol UPWD
Inception Date Sep 30, 2022
Provider Other
Website Fund Home Page
Exchange NASDAQ
Top Sectors
| Sector | Weight % |
|---|---|
| Technology | 22.62% |
| Healthcare | 21.33% |
| Industrials | 17.42% |
| Financial Services | 17.32% |
| Consumer Defensive | 9.65% |
Top 10 Holdings 100.00% of assets
| Name | Symbol | Weight |
|---|---|---|
| Cash Or Cash Collate... | - | 100.00% |
Dividends Dividend Yield 0.54%
| Ex-Dividend | Amount | Payment Date |
|---|---|---|
| Dec 20, 2022 | $0.2684 | Dec 23, 2022 |
