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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase's UPBD Position: Q1 2026 in Review

JP Morgan Chase reduced its Upbound Group (UPBD) stake by 24% in Q1 2026, selling an estimated $465K and leaving 74,511 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #4392.

JP Morgan Chase first reported a position in UPBD in Q2 2013 and has held it in 47 quarters since. The position peaked at $33.9M in Q3 2019. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • JP Morgan Chase held 74,511 shares of Upbound Group worth $1.34M as of Q1 2026.
  • JP Morgan Chase sold 23,839 Upbound Group shares in Q1 2026, an estimated $465K.
  • Upbound Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4392 holding.
  • JP Morgan Chase first reported a position in Upbound Group in Q2 2013 and has held it in 47 quarters since.
  • JP Morgan Chase's Upbound Group position peaked at $33.9M in Q3 2019.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.