JP Morgan Chase
UPBD icon

JP Morgan Chase’s Upbound Group UPBD Stock Holding History

JP Morgan Chase’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21,600
Closed -$1.04M – 7049
2021
Q4 		$1.04M Buy
+21,600
New +$1.08M ﹤0.01% 4355
2018
Q1 		– Sell
-440,000
Closed -$4.88M – 5643
2017
Q4 		$4.88M Buy
+440,000
New +$4.82M ﹤0.01% 2697

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase reduced its Upbound Group (UPBD) stake by 7.8% in Q2 2026, selling an estimated $108K and leaving 68,727 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #4405.

JP Morgan Chase first reported a position in UPBD in Q2 2013 and has held it in 48 quarters since. The position peaked at $33.9M in Q3 2019. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • JP Morgan Chase held 68,727 shares of Upbound Group worth $1.49M as of Q2 2026.
  • JP Morgan Chase sold 5,784 Upbound Group shares in Q2 2026, an estimated $108K.
  • Upbound Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4405 holding.
  • JP Morgan Chase first reported a position in Upbound Group in Q2 2013 and has held it in 48 quarters since.
  • JP Morgan Chase's Upbound Group position peaked at $33.9M in Q3 2019.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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