JP Morgan Chase
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JP Morgan Chase’s Upland Software UPLD Stock Holding History

JP Morgan Chase’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-213
Closed -$5.05K – 7797
2025
Q3 		$5.05K Buy
+213
New +$4.85K ﹤0.01% 6777
2025
Q2 		– Sell
-1,148
Closed -$32.8K – 7665
2025
Q1 		$32.8K Sell
1,148
-258
-18% -$9.79K ﹤0.01% 6013
2024
Q4 		$61K Buy
+1,406
New +$45.6K ﹤0.01% 5939
2024
Q2 		– Sell
-3,989
Closed -$123K – 7760
2024
Q1 		$123K Sell
3,989
-5,682
-59% -$206K ﹤0.01% 5576
2023
Q4 		$409K Sell
9,671
-18,611
-66% -$804K ﹤0.01% 4923
2023
Q3 		$1.31M Buy
28,282
+9,351
+49% +$341K ﹤0.01% 3881
2023
Q2 		$682K Sell
18,931
-67,660
-78% -$2.33M ﹤0.01% 4309
2023
Q1 		$3.72M Buy
86,591
+11,183
+15% +$775K ﹤0.01% 3046
2022
Q4 		$5.38M Buy
75,408
+73,803
+4,598% +$5.5M ﹤0.01% 2761
2022
Q3 		$130K Buy
1,605
+30
+2% +$3.32K ﹤0.01% 5169
2022
Q2 		$229K Buy
1,575
+206
+15% +$30.1K ﹤0.01% 5013
2022
Q1 		$241K Sell
1,369
-2,437
-64% -$447K ﹤0.01% 5098
2021
Q4 		$683K Sell
3,806
-18,277
-83% -$4.65M ﹤0.01% 4641
2021
Q3 		$7.38M Buy
22,083
+5,914
+37% +$2.22M ﹤0.01% 2689
2021
Q2 		$6.66M Buy
16,169
+2,970
+23% +$1.31M ﹤0.01% 2799
2021
Q1 		$6.23M Buy
13,199
+1,087
+9% +$524K ﹤0.01% 2787
2020
Q4 		$5.56M Buy
12,112
+2,864
+31% +$1.26M ﹤0.01% 2729
2020
Q3 		$3.48M Buy
9,248
+2,209
+31% +$796K ﹤0.01% 2851
2020
Q2 		$2.45M Buy
7,039
+1,548
+28% +$482K ﹤0.01% 2968
2020
Q1 		$1.47M Buy
5,491
+847
+18% +$306K ﹤0.01% 3166
2019
Q4 		$1.66M Buy
4,644
+3,893
+518% +$1.45M ﹤0.01% 3515
2019
Q3 		$262K Buy
751
+134
+22% +$55.7K ﹤0.01% 4500
2019
Q2 		$271K Buy
617
+233
+61% +$107K ﹤0.01% 4537
2019
Q1 		$163K Sell
384
-593
-61% -$202K ﹤0.01% 4715
2018
Q4 		$265K Buy
977
+613
+168% +$184K ﹤0.01% 4455
2018
Q3 		$118K Sell
364
-5,307
-94% -$1.84M ﹤0.01% 4886
2018
Q2 		$1.95M Sell
5,671
-4,998
-47% -$1.57M ﹤0.01% 3434
2018
Q1 		$3.07M Buy
10,669
+3,724
+54% +$918K ﹤0.01% 2969
2017
Q4 		$1.5M Buy
6,945
+3,978
+134% +$873K ﹤0.01% 3486
2017
Q3 		$626K Buy
2,967
+2,932
+8,377% +$673K ﹤0.01% 3736
2017
Q2 		$8K Buy
+35
New +$7.14K ﹤0.01% 4693

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

JP Morgan Chase's UPLD Position: Q4 2025 in Review

JP Morgan Chase sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 213 shares — an estimated $5.05K sold.

JP Morgan Chase first reported a position in UPLD in Q2 2017 and held it in 31 quarters. The position peaked at $7.38M in Q3 2021. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • JP Morgan Chase reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 213 Upland Software shares in Q4 2025, an estimated $5.05K.
  • JP Morgan Chase first reported a position in Upland Software in Q2 2017 and held it in 31 quarters.
  • JP Morgan Chase's Upland Software position peaked at $7.38M in Q3 2021.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.