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JP Morgan Private Wealth Advisors’s Upbound Group UPBD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,175
Closed -$231K – 2006
2022
Q3 		$231K Buy
13,175
+609
+5% +$15.2K ﹤0.01% 1755
2022
Q2 		$244K Sell
12,566
-6,689
-35% -$166K ﹤0.01% 1754
2022
Q1 		$485K Sell
19,255
-27,970
-59% -$1.01M ﹤0.01% 1550
2021
Q4 		$2.27M Buy
47,225
+4,459
+10% +$223K ﹤0.01% 859
2021
Q3 		$2.4M Sell
42,766
-7,227
-14% -$425K 0.01% 828
2021
Q2 		$2.65M Sell
49,993
-4,239
-8% -$246K 0.01% 772
2021
Q1 		$3.13M Sell
54,232
-12,004
-18% -$628K 0.01% 629
2020
Q4 		$2.54M Sell
66,236
-1,739
-3% -$59.1K 0.01% 649
2020
Q3 		$2.03M Buy
67,975
+19,510
+40% +$577K 0.01% 646
2020
Q2 		$1.35M Buy
48,465
+14,665
+43% +$326K 0.01% 702
2020
Q1 		$478K Sell
33,800
-12,800
-27% -$308K ﹤0.01% 944
2019
Q4 		$1.34M Buy
46,600
+10,600
+29% +$277K 0.01% 699
2019
Q3 		$928K Buy
+36,000
New +$945K ﹤0.01% 782
2015
Q3 		– Sell
-7,364
Closed -$209K – 1138
2015
Q2 		$209K Buy
7,364
+85
+1% +$2.55K ﹤0.01% 959
2015
Q1 		$200K Buy
+7,279
New +$222K ﹤0.01% 1046

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UPBD Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 13,175 shares — an estimated $231K sold.

JP Morgan Private Wealth Advisors first reported a position in UPBD in Q1 2015 and held it in 15 quarters. The position peaked at $3.13M in Q1 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,175 Upbound Group shares in Q4 2022, an estimated $231K.
  • JP Morgan Private Wealth Advisors first reported a position in Upbound Group in Q1 2015 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Upbound Group position peaked at $3.13M in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.