JP Morgan Chase
UPST icon

JP Morgan Chase’s Upstart Holdings UPST Stock Holding History

JP Morgan Chase’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39M Sell
121,448
-30,614
-20% -$943K ﹤0.01% 3572
2026
Q1 		$3.68M Sell
152,062
-258,546
-63% -$9.1M ﹤0.01% 3604
2025
Q4 		$18M Sell
410,608
-141,115
-26% -$6.5M ﹤0.01% 2156
2025
Q3 		$28M Sell
551,723
-97,712
-15% -$6.87M ﹤0.01% 1825
2025
Q2 		$42M Sell
649,435
-29,620
-4% -$1.45M ﹤0.01% 1436
2025
Q1 		$31.3M Sell
679,055
-44,251
-6% -$2.75M ﹤0.01% 1574
2024
Q4 		$44.5M Buy
723,306
+164,107
+29% +$10.2M ﹤0.01% 1404
2024
Q3 		$22.4M Buy
559,199
+449,521
+410% +$15M ﹤0.01% 1894
2024
Q2 		$2.59M Buy
109,678
+7,897
+8% +$191K ﹤0.01% 3563
2024
Q1 		$2.74M Sell
101,781
-84,960
-45% -$2.51M ﹤0.01% 3590
2023
Q4 		$7.63M Sell
186,741
-181,057
-49% -$5.51M ﹤0.01% 2723
2023
Q3 		$10.5M Buy
367,798
+32,740
+10% +$1.32M ﹤0.01% 2202
2023
Q2 		$12M Sell
335,058
-1,019,358
-75% -$23.4M ﹤0.01% 2143
2023
Q1 		$21.5M Buy
1,354,416
+1,280,682
+1,737% +$21.5M ﹤0.01% 1611
2022
Q4 		$974K Sell
73,734
-96,871
-57% -$1.87M ﹤0.01% 4061
2022
Q3 		$3.55M Sell
170,605
-155,118
-48% -$4.17M ﹤0.01% 3022
2022
Q2 		$10.3M Buy
325,723
+77,961
+31% +$4.64M ﹤0.01% 2129
2022
Q1 		$27M Buy
247,762
+163,747
+195% +$18.9M ﹤0.01% 1531
2021
Q4 		$12.7M Buy
84,015
+46,344
+123% +$11.6M ﹤0.01% 2236
2021
Q3 		$11.9M Buy
37,671
+11,329
+43% +$2.23M ﹤0.01% 2233
2021
Q2 		$3.29M Buy
26,342
+7,360
+39% +$906K ﹤0.01% 3397
2021
Q1 		$2.45M Buy
+18,982
New +$1.46M ﹤0.01% 3555

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

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

JP Morgan Chase reduced its Upstart Holdings (UPST) stake by 20% in Q2 2026, selling an estimated $943K and leaving 121,448 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

JP Morgan Chase first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $44.5M in Q4 2024. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • JP Morgan Chase held 121,448 shares of Upstart Holdings worth $4.39M as of Q2 2026.
  • JP Morgan Chase sold 30,614 Upstart Holdings shares in Q2 2026, an estimated $943K.
  • Upstart Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3572 holding.
  • JP Morgan Chase first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • JP Morgan Chase's Upstart Holdings position peaked at $44.5M in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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