JP Morgan Chase
UP icon

JP Morgan Chase’s Wheels Up UP Stock Holding History

JP Morgan Chase’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4K Buy
2,366
+2,256
+2,051% +$17.2K ﹤0.01% 6748
2026
Q1 		$949 Sell
110
-33
-23% -$430 ﹤0.01% 7127
2025
Q4 		$1.87K Hold
143
– – ﹤0.01% 6956
2025
Q3 		$5.25K Sell
143
-85
-37% -$3.1K ﹤0.01% 6770
2025
Q2 		$4.87K Sell
228
-2,105
-90% -$51.7K ﹤0.01% 6419
2025
Q1 		$47.1K Buy
2,333
+49
+2% +$1.35K ﹤0.01% 5902
2024
Q4 		$75.4K Buy
2,284
+70
+3% +$2.95K ﹤0.01% 5863
2024
Q3 		$107K Buy
2,214
+19
+0.9% +$927 ﹤0.01% 5667
2024
Q2 		$83K Buy
2,195
+1,852
+540% +$88.7K ﹤0.01% 5619
2024
Q1 		$19.7K Sell
343
-459
-57% -$30.2K ﹤0.01% 6229
2023
Q4 		$55K Buy
+802
New +$31K ﹤0.01% 5968
2023
Q3 		– Sell
-179
Closed -$7.21K – 7321
2023
Q2 		$4.2K Sell
179
-439
-71% -$31K ﹤0.01% 6204
2023
Q1 		$78K Buy
618
+47
+8% +$10.4K ﹤0.01% 5538
2022
Q4 		$118K Sell
571
-838
-59% -$216K ﹤0.01% 5293
2022
Q3 		$324K Buy
1,409
+650
+86% +$261K ﹤0.01% 4709
2022
Q2 		$296K Buy
759
+508
+202% +$271K ﹤0.01% 4866
2022
Q1 		$156K Sell
251
-49
-16% -$35.4K ﹤0.01% 5306
2021
Q4 		$278K Buy
300
+267
+809% +$312K ﹤0.01% 5165
2021
Q3 		$44K Buy
+33
New +$54.2K ﹤0.01% 5877

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's UP Position: Q2 2026 in Review

JP Morgan Chase increased its Wheels Up (UP) stake by 2,051% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,366 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6748.

JP Morgan Chase first reported a position in UP in Q3 2021 and has held it in 19 quarters since. The position peaked at $324K in Q3 2022. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • JP Morgan Chase held 2,366 shares of Wheels Up worth $19.4K as of Q2 2026.
  • JP Morgan Chase bought 2,256 Wheels Up shares in Q2 2026, an estimated $17.2K.
  • Wheels Up made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6748 holding.
  • JP Morgan Chase first reported a position in Wheels Up in Q3 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Wheels Up position peaked at $324K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.