J.P. Morgan Private Wealth Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-83,518
| Closed | -$2.64M | – | 1985 |
|
|
2022
Q2 | $2.64M | Sell |
83,518
-41,678
| -33% | -$1.32M | 0.01% | 752 |
|
|
2022
Q1 | $13.7M | Buy |
125,196
+54,413
| +77% | +$5.94M | 0.03% | 378 |
|
|
2021
Q4 | $10.7M | Buy |
70,783
+20,076
| +40% | +$3.04M | 0.02% | 423 |
|
|
2021
Q3 | $16M | Buy |
+50,707
| New | +$16M | 0.04% | 347 |
|