JPMorgan Social Advancement ETF

Frequently Asked Questions About UPWD

What does UPWD invest in?

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.

What is the expense ratio of UPWD?

JPMorgan Social Advancement ETF (UPWD) charges an expense ratio of 0.49%. This is the annual fee deducted from fund assets to cover management and operations.

How big is UPWD?

JPMorgan Social Advancement ETF (UPWD) manages $12.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is UPWD actively managed or an index fund?

UPWD's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was UPWD launched?

JPMorgan Social Advancement ETF (UPWD) launched in September 2022 and is managed by J.P. Morgan.

How has UPWD performed?

UPWD's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.