JP Morgan Chase
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JP Morgan Chase’s Upexi UPXI Stock Holding History

JP Morgan Chase’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68K Buy
+4,435
New +$5.15K ﹤0.01% 7127
2025
Q4 		– Sell
-150,227
Closed -$867K – 7798
2025
Q3 		$867K Buy
+150,227
New +$914K ﹤0.01% 4694
2024
Q3 		– Sell
-2
Closed -$14 – 7689
2024
Q2 		$14 Hold
2
– – ﹤0.01% 7190
2024
Q1 		$20 Buy
2
+1
+100% +$18 ﹤0.01% 7171
2023
Q4 		$27 Hold
1
– – ﹤0.01% 7294
2023
Q3 		$22 Buy
+1
New +$38 ﹤0.01% 7152

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Upexi (UPXI) in Q2 2026: 4,435 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #7127 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in UPXI as recently as Q3 2025.

JP Morgan Chase first reported a position in UPXI in Q3 2023 and has held it in 6 quarters since. The position peaked at $867K in Q3 2025. 27 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • JP Morgan Chase held 4,435 shares of Upexi worth $3.68K as of Q2 2026.
  • Upexi was a new JP Morgan Chase position in Q2 2026.
  • Upexi made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7127 holding.
  • JP Morgan Chase first reported a position in Upexi in Q3 2023 and has held it in 6 quarters since.
  • JP Morgan Chase's Upexi position peaked at $867K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

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