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	$264K	Buy	+10,900	New	+$383K	﹤0.01%	5333
2025 Q2	–	Sell	-15,000	Closed	-$690K	–	7666
2025 Q1	$690K	Sell	15,000 -21,400	-59%	-$1.33M	﹤0.01%	4580
2024 Q4	$2.24M	Buy	36,400 +16,400	+82%	+$1.02M	﹤0.01%	4064
2024 Q3	$800K	Sell	20,000 -40,000	-67%	-$1.33M	﹤0.01%	4605
2024 Q2	$1.42M	Hold	60,000	–	–	﹤0.01%	4036
2024 Q1	$1.61M	Buy	+60,000	New	+$1.77M	﹤0.01%	4015
2023 Q4	–	Sell	-5,400	Closed	-$154K	–	7887
2023 Q3	$154K	Buy	+5,400	New	+$217K	﹤0.01%	5224
2023 Q2	–	Sell	-172,400	Closed	-$2.74M	–	7350
2023 Q1	$2.74M	Buy	+172,400	New	+$2.9M	﹤0.01%	3309
2022 Q3	–	Sell	-27,000	Closed	-$854K	–	6874
2022 Q2	$854K	Buy	+27,000	New	+$1.61M	﹤0.01%	4219

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.