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
2025
Q4 		– Sell
-100,000
Closed -$577K – 7799
2025
Q3 		$577K Buy
+100,000
New +$608K ﹤0.01% 4932

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 47 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.
  • 47 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.