Which funds hold UPWD?

2 funds have reported positions in UPWD across five years of 13F filings; the sum of their latest reported stakes is $10.46M.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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UPWD — JPMORGAN SOCIAL ADVANCEMENT

Name: SEC 13F institutional holdings of UPWD
Creator: HoldingsHub
License: https://www.sec.gov/about/terms-of-use
Keywords: 13F, institutional holdings, SEC filings, SEC 13F institutional holdings of UPWD

Reported value held$10.46M

Funds holding (latest)2

Sector—

UPWD (JPMORGAN SOCIAL ADVANCEMENT) is tracked on HoldingsHub across five years of quarterly 13F filings. 2 funds have reported positions historically, with the sum of their latest reported stakes valued at $10.46M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
JPMorgan Chase & Co history	Q3 2023	200.00K	$10.46M	0.00%	Hold
UBS Group AG history	Q3 2023	2	$105	0.00%	New

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

Fund	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023
JPMorgan Chase & Co	200.00K	200.00K	200.00K	200.00K	200.00K
UBS Group AG	—	—	—	—	2

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