JP Morgan Private Wealth Advisors’s Upstart Holdings UPST Stock Holding History

JP Morgan Private Wealth Advisors’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
2022 Q3	–	Sell	-83,518	Closed	-$2.64M	–	1985
2022 Q2	$2.64M	Sell	83,518 -41,678	-33%	-$2.48M	0.01%	752
2022 Q1	$13.7M	Buy	125,196 +54,413	+77%	+$6.27M	0.03%	378
2021 Q4	$10.7M	Buy	70,783 +20,076	+40%	+$5.01M	0.02%	423
2021 Q3	$16M	Buy	+50,707	New	+$10M	0.04%	347

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UPST Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 83,518 shares — an estimated $2.64M sold.

JP Morgan Private Wealth Advisors first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $16M in Q3 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 83,518 Upstart Holdings shares in Q3 2022, an estimated $2.64M.
JP Morgan Private Wealth Advisors first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Upstart Holdings position peaked at $16M in Q3 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.