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

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