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
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 $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM