Is JPMorgan Social Advancement ETF halal to invest in?

As of September 2026, JPMorgan Social Advancement ETF UPWD is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.

Is JPMorgan Social Advancement ETF a Shariah-compliant ETF?

An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes JPMorgan Social Advancement ETF using these criteria to determine its compliance status.

How often is the Shariah compliance for JPMorgan Social Advancement ETF updated?

The Shariah compliance status of JPMorgan Social Advancement ETF may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.

Can a halal ETF like JPMorgan Social Advancement ETF become non-compliant?

Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.

Where can I check the Shariah status of JPMorgan Social Advancement ETF?

You can check the latest Shariah compliance status of JPMorgan Social Advancement ETF on Musaffa's ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.

JPMorgan Social Advancement ETF UPWD

UPWD Shariah Compliance

Screening Methodology: AAOIFI

As of September 2026, JPMorgan Social Advancement ETF is classified as not halal.

NOT HALAL

Is JPMorgan Social Advancement ETF Halal?

Shariah Compliance Analysis of UPWD ETF

US Equity Theme

No. As of September 2026, JPMorgan Social Advancement ETF (UPWD) is classified as NOT HALAL by Musaffa under its AAOIFI-based Shariah screening methodology. JPMorgan Social Advancement ETF does not pass Musaffa's business and financial screening criteria.

UPWD was created on 2022-09-07 by JPMorgan. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 12.62m in AUM and 61 holdings. UPWD is actively managed and seeks to invest in companies from around the world that facilitate social and economic advancements and are positioned to benefit from those changes.

JPMorgan Social Advancement ETF (UPWD) Chart

Key Statistics of JPMorgan Social Advancement ETF (UPWD)

Today's Open

AUM

Avg. Volume

Expense Ratio

P/E Ratio

P/B Ratio

Sector Exposure

Health Care
18.37%
Financials
17.72%
Information Technology
17.27%
Industrials
15.49%
Consumer Staples
10.05%
Consumer Discretionary
9.79%
Communication Services
4.86%
Real Estate
2.95%
Other
1.94%
Materials
1.56%

FAQ's for JPMorgan Social Advancement ETF (UPWD)

As of September 2026, JPMorgan Social Advancement ETF UPWD is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.
An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes JPMorgan Social Advancement ETF using these criteria to determine its compliance status.
The Shariah compliance status of JPMorgan Social Advancement ETF may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.
Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.
You can check the latest Shariah compliance status of JPMorgan Social Advancement ETF on Musaffa’s ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.