JP Morgan Chase’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
CS
HFF