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
Q1 		$172K Buy
+7,100
New +$250K ﹤0.01% 5546
2025
Q1 		– Sell
-1,700
Closed -$105K – 7746
2024
Q4 		$105K Hold
1,700
– – ﹤0.01% 5743
2024
Q3 		$68K Sell
1,700
-1,000
-37% -$33.3K ﹤0.01% 5872
2024
Q2 		$63.7K Buy
2,700
+1,200
+80% +$29K ﹤0.01% 5752
2024
Q1 		$40.3K Buy
1,500
+1,400
+1,400% +$41.4K ﹤0.01% 6015
2023
Q4 		$4.09K Hold
100
– – ﹤0.01% 6592
2023
Q3 		$2.85K Buy
+100
New +$4.02K ﹤0.01% 6482

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

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

JP Morgan Chase reduced its Upstart Holdings (UPST) stake by 63% in Q1 2026, selling an estimated $9.1M and leaving 152,062 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

JP Morgan Chase first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $44.5M in Q4 2024. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • JP Morgan Chase held 152,062 shares of Upstart Holdings worth $3.68M as of Q1 2026.
  • JP Morgan Chase sold 258,546 Upstart Holdings shares in Q1 2026, an estimated $9.1M.
  • Upstart Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3604 holding.
  • JP Morgan Chase first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • JP Morgan Chase's Upstart Holdings position peaked at $44.5M in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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