NAS:UPWD

JPMorgan Social Advancement ETF

$ 57.12 0 ( +0%) 03:30 PM EST
PE Ratio:
24.82
PB Ratio:
5.29
Volume:
3.00
Dividend Yield %:
0
Last Holding update 2024-01-08 60 Stocks (2 new)
Value $11.00 Mil Turnover 5 %
Top Holdings: MSFT(8.80%) LSE:REL(4.58%) UNH(4.33%) OCSE:NOVO B(3.94%) XPAR:DG(3.27%)
Portfolio Report
Registrant: J.P. Morgan Exchange-Traded Fund Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 57.12
Day's Range ($) 57.12 - 57.12
Day's Volume 3
52-Week Range ($) 50.73 - 57.5
Beta -
Volatility -
14-Day RSI 75.75
14-Day ATR ($) 0.099738
20-Day SMA ($) 56.9385

Fundamental Data

Name Value
Market Cap (Mil $) 12.827
Shares Outstanding (Mil) -
PE Ratio 24.82
PE Ratio (10y Range) 16.9 - 24.82
PE Ratio (10y Median) 24.82
PB Ratio 5.29
PB Ratio (10y Range) 3.21 - 5.29
PB Ratio (10y Median) 5.29

Dividend Data

Name Value
Dividends per Share (TTM) ($) -
Dividend Yield % -
Dividend Yield % (10y Range) 0.47 - 0.55
Dividend Yield % (10y Median) 0.5
Next Dividend Payment Date
Dividend Frequency -

UPWD JPMorgan Social Advancement ETF Fundamental Charts

Historical TTM Price-to-Earnings for UPWD JPMorgan Social Advancement ETF

Historical TTM Price-to-Earnings without NRI for UPWD JPMorgan Social Advancement ETF

Historical Price-to-Book Ratio for UPWD JPMorgan Social Advancement ETF

Historical Dividend Yields for UPWD JPMorgan Social Advancement ETF

UPWD JPMorgan Social Advancement ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with NAS:UPWD

No Available Data

NAS:UPWD is held by these investors

No Available Data
JPMorgan Social Advancement ET... Top Holdings of 2023-10-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
2,922
987.960
+6.37%
8.800
+0.53%
0.000
+4.32%
+10.02%
3059156.043
Software
LSE:REL 		RELX PLC
14,728
514.420
+12.89%
4.580
+0.52%
0.000
+1.40%
+18.38%
67182.420
Business Services
UNH 		UnitedHealth Group Inc
908
486.290
+13.78%
4.330
+0.52%
0.000
-0.26%
+8.87%
523605.793
Healthcare Plans
OCSE:NOVO B 		Novo Nordisk A/S
4,580
441.860
+15.02%
3.940
+0.51%
0.000
-13.29%
+9.00%
3349125.859
Drug Manufacturers
XPAR:DG 		Vinci SA
3,321
367.220
0%
3.270
0%
0.000
+1.09%
-6.24%
58152.198
Construction
XAMS:ASML 		ASML Holding NV
568
341.440
0%
3.040
0%
0.000
-15.94%
-8.58%
243076.311
Semiconductors
MA 		Mastercard Inc
897
337.590
+20.08%
3.010
+0.50%
0.000
+14.36%
+19.04%
464018.655
Credit Services
V 		Visa Inc
1,322
310.800
+22.98%
2.770
+0.52%
0.000
+14.46%
+13.16%
569477.115
Credit Services
WCN 		Waste Connections Inc
2,215
286.840
0%
2.560
0%
0.000
+1.45%
+20.30%
46127.106
Waste Management
VRTX 		Vertex Pharmaceuticals Inc
775
280.640
+13.80%
2.500
+0.30%
0.000
+4.82%
+22.85%
129020.130
Biotechnology

JPMorgan Social Advancement ETF's Historical Top Holdings Breakdowns

JPMorgan Social Advancement ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL 		Alphabet Inc2023-10-31Sold Out
-3.06%
●
122.17 ($132.93) 140.55
$169.74
27.69%
Sold Out
0
-2,907
DHI 		D.R. Horton Inc2023-10-31Sold Out
-1.86%
●
100.66 ($112.67) 127.92
$173.27
53.79%
Sold Out
0
-1,845
ASX:IEL 		IDP Education Ltd2023-10-31Reduce
-1.57%
●
20.87 (A$23.19) 25.98
A$14.04
-39.46%
Reduce -73.58%
4,239
-11,806
LSE:BME 		B&M European Value Retail SA2023-10-31New Buy
+1.00%
●
5.22 (£5.62) 5.86
£3.93
-30.04%
New holding
17,388
17,388
EVTC 		Evertec Inc2023-10-31Sold Out
-0.54%
●
31.78 ($37.85) 40.96
$32.42
-14.35%
Sold Out
0
-1,737
MSFT 		Microsoft Corp2023-10-31Add
+0.53%
●
312.14 ($326.47) 340.67
$411.46
26.03%
Add 6.37%
2,922
175
MIL:FBK 		FinecoBank SpA2023-10-31New Buy
+0.53%
●
10.66 (€11.95) 13.89
€14.47
21.09%
New holding
5,006
5,006
LSE:REL 		RELX PLC2023-10-31Add
+0.52%
●
24.73 (£27.1) 29.22
£36.17
33.47%
Add 12.89%
14,728
1,682
UNH 		UnitedHealth Group Inc2023-10-31Add
+0.52%
●
476.24 ($505.52) 539.4
$567.03
12.17%
Add 13.78%
908
110
V 		Visa Inc2023-10-31Add
+0.52%
●
228.81 ($238.65) 248.11
$293.29
22.90%
Add 22.98%
1,322
247

JPMorgan Social Advancement ETF Total Holding History ($B)

To

JPMorgan Social Advancement ETF's Asset Allocation

To

JPMorgan Social Advancement ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JPMorgan Social Advancement ETF's Hypothetical Growth since 2023-10-31

JPMorgan Social Advancement ETF's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Social Advancement ETF's Holdings Heat Map

Size field:

JPMorgan Social Advancement ETF's Holdings Bubble Chart

JPMorgan Social Advancement ETF News

  • 1

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