JP Morgan Chase’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Sell |
74,511
-23,839
| -24% | -$465K | ﹤0.01% | 4392 |
|
|
2025
Q4 | $1.73M | Sell |
98,350
-168,712
| -63% | -$3.26M | ﹤0.01% | 4195 |
|
|
2025
Q3 | $6.31M | Buy |
267,062
+192,674
| +259% | +$4.76M | ﹤0.01% | 3147 |
|
|
2025
Q2 | $1.87M | Sell |
74,388
-200,433
| -73% | -$4.68M | ﹤0.01% | 3967 |
|
|
2025
Q1 | $6.58M | Buy |
274,821
+39,251
| +17% | +$1.08M | ﹤0.01% | 2922 |
|
|
2024
Q4 | $6.87M | Buy |
235,570
+53,173
| +29% | +$1.65M | ﹤0.01% | 3059 |
|
|
2024
Q3 | $5.83M | Buy |
182,397
+103,212
| +130% | +$3.32M | ﹤0.01% | 3108 |
|
|
2024
Q2 | $2.43M | Sell |
79,185
-72,243
| -48% | -$2.31M | ﹤0.01% | 3613 |
|
|
2024
Q1 | $5.33M | Sell |
151,428
-176,035
| -54% | -$5.88M | ﹤0.01% | 3051 |
|
|
2023
Q4 | $11.1M | Sell |
327,463
-77,279
| -19% | -$2.3M | ﹤0.01% | 2359 |
|
|
2023
Q3 | $11.9M | Sell |
404,742
-24,513
| -6% | -$764K | ﹤0.01% | 2099 |
|
|
2023
Q2 | $13.4M | Sell |
429,255
-3,924
| -0.9% | -$115K | ﹤0.01% | 2031 |
|
|
2023
Q1 | $10.6M | Buy |
433,179
+4,454
| +1% | +$115K | ﹤0.01% | 2229 |
|
|
2022
Q4 | $9.67M | Buy |
428,725
+103,539
| +32% | +$2.22M | ﹤0.01% | 2286 |
|
|
2022
Q3 | $5.69M | Buy |
325,186
+27,050
| +9% | +$674K | ﹤0.01% | 2631 |
|
|
2022
Q2 | $5.8M | Sell |
298,136
-117,719
| -28% | -$2.93M | ﹤0.01% | 2656 |
|
|
2022
Q1 | $10.5M | Buy |
415,855
+114,926
| +38% | +$4.15M | ﹤0.01% | 2320 |
|
|
2021
Q4 | $14.5M | Buy |
300,929
+96,861
| +47% | +$4.84M | ﹤0.01% | 2111 |
|
|
2021
Q3 | $11.5M | Sell |
204,068
-28,482
| -12% | -$1.68M | ﹤0.01% | 2263 |
|
|
2021
Q2 | $12.3M | Sell |
232,550
-252,513
| -52% | -$14.7M | ﹤0.01% | 2251 |
|
|
2021
Q1 | $28M | Sell |
485,063
-45,798
| -9% | -$2.4M | ﹤0.01% | 1481 |
|
|
2020
Q4 | $20.3M | Sell |
530,861
-107,009
| -17% | -$3.63M | ﹤0.01% | 1602 |
|
|
2020
Q3 | $19.3M | Buy |
637,870
+35,905
| +6% | +$1.06M | ﹤0.01% | 1511 |
|
|
2020
Q2 | $16.7M | Sell |
601,965
-425,726
| -41% | -$9.46M | ﹤0.01% | 1491 |
|
|
2020
Q1 | $14.5M | Sell |
1,027,691
-144,255
| -12% | -$3.47M | ﹤0.01% | 1457 |
|
|
2019
Q4 | $33.8M | Sell |
1,171,946
-143,379
| -11% | -$3.75M | 0.01% | 1197 |
|
|
2019
Q3 | $33.9M | Buy |
1,315,325
+52,831
| +4% | +$1.39M | 0.01% | 1189 |
|
|
2019
Q2 | $32.9M | Buy |
1,262,494
+95,538
| +8% | +$2.27M | 0.01% | 1225 |
|
|
2019
Q1 | $24.4M | Buy |
1,166,956
+1,146,319
| +5,555% | +$21.1M | 0.01% | 1404 |
|
|
2018
Q4 | $334K | Sell |
20,637
-1,525,087
| -99% | -$22.1M | ﹤0.01% | 4341 |
|
|
2018
Q3 | $22.2M | Buy |
1,545,724
+91,965
| +6% | +$1.35M | ﹤0.01% | 1582 |
|
|
2018
Q2 | $21.4M | Buy |
1,453,759
+5,961
| +0.4% | +$64.6K | ﹤0.01% | 1528 |
|
|
2018
Q1 | $12.5M | Buy |
1,447,798
+126,960
| +10% | +$1.22M | ﹤0.01% | 1861 |
|
|
2017
Q4 | $14.7M | Sell |
1,320,838
-97,810
| -7% | -$1.07M | ﹤0.01% | 1817 |
|
|
2017
Q3 | $16.4M | Buy |
1,418,648
+189,506
| +15% | +$2.34M | ﹤0.01% | 1654 |
|
|
2017
Q2 | $14.4M | Buy |
1,229,142
+1,128,785
| +1,125% | +$12.8M | ﹤0.01% | 1688 |
|
|
2017
Q1 | $890K | Sell |
100,357
-2,287,567
| -96% | -$20.8M | ﹤0.01% | 3456 |
|
|
2016
Q4 | $26.9M | Buy |
2,387,924
+457,961
| +24% | +$5.1M | 0.01% | 1279 |
|
|
2016
Q3 | $24.4M | Buy |
1,929,963
+1,667,921
| +637% | +$20.9M | 0.01% | 1249 |
|
|
2016
Q2 | $3.22M | Buy |
262,042
+261,772
| +96,953% | +$3.52M | ﹤0.01% | 2555 |
|
|
2016
Q1 | $4K | Buy |
+270
| New | +$3.6K | ﹤0.01% | 4408 |
|
|
2014
Q4 | – | Sell |
-15,928
| Closed | -$483K | – | 4386 |
|
|
2014
Q3 | $483K | Sell |
15,928
-270
| -2% | -$7.26K | ﹤0.01% | 3683 |
|
|
2014
Q2 | $465K | Buy |
16,198
+974
| +6% | +$27.5K | ﹤0.01% | 3145 |
|
|
2014
Q1 | $405K | Sell |
15,224
-44,332
| -74% | -$1.2M | ﹤0.01% | 3198 |
|
|
2013
Q4 | $1.99M | Sell |
59,556
-112,268
| -65% | -$3.89M | ﹤0.01% | 2763 |
|
|
2013
Q3 | $6.55M | Sell |
171,824
-40,640
| -19% | -$1.57M | ﹤0.01% | 2017 |
|
|
2013
Q2 | $7.98M | Buy |
+212,464
| New | +$7.7M | ﹤0.01% | 1824 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
